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!"

This is the equivalent of Bloomberg for asset management sales.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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's cheap! It should be closer to $15k per person.
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 an excellent capability.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It's a nice solution, very useful.
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 fantastic product and is used very well in our intermediary channels.
This is amazing, it really is. It is like we have leapt out of the dark ages.
This is a true sales enablement application, our sales guys love this.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT moves us ahead and shows the art of the possible.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It saves time for the distribution team and is very efficient.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
This is such an exciting application.
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.
Gold standard in seconds.
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.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.