Don't Just Take Our Word For It
"At JOHCM we're on a significant journey of change. XALT is one of our key behavioural enablers, helping our sales teams respond to client requests faster, and with greater insight, by having the power of this technology at their fingertips."

"XALT enabled us to move beyond analytics. We have one place to bundle all the tools and resources supporting our selling system. That, combined with the key insights to engage an advisor, means we now deliver a much shorter sales cycle."

"XALT helps our sales team identify better sales angles, and share those quickly and easily in clear, digestible ways - improving significantly their ability to come up with ideas on how to sell our products, and communicate our story and investment value to our clients."

"The XALT team's "sales IQ" helped a lot. It wasn't like you were talking to a technology vendor who's never spent time at the point of sale. As a result, we were able to move very quickly and that's pretty unique in our vendor experience."

"XALT gives us a better, shorter, and more dynamic way to deliver analytics than ever before. It has everything we need at the point of sale."

"This is how one of our top producers talks about XALT: “When the client asks for something that I haven't prepared, I don't have to reschedule the meeting. I don't have to come back to them. I don't have to send an email. I can show them right there."

"As a vendor experience, the XALT team has been extremely easy to work with. Their willingness to meet with so many of our internal stakeholders - the product team, the compliance team, the legal team - meant we saw one of the fastest executions from start-to-finish."

"XALT helps us deliver our core strategic change of increased sales cadence - more significant client interactions, swifter follow-up and delivery of client-focused solutions, as well as more time for targeted, informed prospecting."

"The XALT team is always super-responsive to our feedback and the early ideas we have about how the platform can work even better for us. I'm always impressed when our scribbles and diagrams are turned into a smart new feature so quickly!"

Gold standard in seconds.
Outsourcing rather than building it ourselves has been a huge win for us.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
It's fantastic. I wish I had it in the past.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
We could not build XALT in 5 years if we tried
Arguably functionality, level of information and design is better than FE Analytics.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
One tool for all product related documents. It's perfect.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
This is the equivalent of Bloomberg for asset management sales.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
I see why sales jump all over this, it's a great tool.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT gives me incredibly quick access to information and is a useful tool for clients.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
We had a gap in true product intelligence, XALT fills this gap perfectly.
The one stop shop is great; self serve is really useful; it's a really great system.
This is such an exciting application.