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!"

Outsourcing rather than building it ourselves has been a huge win for us.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Fantastic. A really impressive piece of kit, well done.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
This is such an exciting application.
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 a true sales enablement application, our sales guys love this.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
All product specific docs in one place. I love it.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Gold standard in seconds.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
This is the crème de la crème.
It saves time for the distribution team and is very efficient.
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.
It's cheap! It should be closer to $15k per person.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
It is easy to find all the information that you need.
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.