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!"

It's cheap! It should be closer to $15k per person.
A very slick application, we are very impressed.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Anything that reduces interactions with Salesforce is a distinct boon.
It is so fast, I originally thought it was a trick!
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
It is easy to find all the information that you need.
It's a nice solution, very useful.
XALT is the best tool we have access to internally. It's so easy and user friendly.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
You're 1000 steps ahead of where we were thinking.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It saves time for the distribution team and is very efficient.
XALT moves us ahead and shows the art of the possible.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It's a nice solution, very useful.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
The integrations are a winner and this is exactly how a sales person should be operating these days.
Gold standard in seconds.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
We could not build XALT in 5 years if we tried
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
The one stop shop is great; self serve is really useful; it's a really great system.
Arguably functionality, level of information and design is better than FE Analytics.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It's a great way to see our flows in the market. It's a massive benefit, straight away.