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 really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
This is the crème de la crème.
This is a fantastic product and is used very well in our intermediary channels.
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.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
XALT moves us ahead and shows the art of the possible.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
It is so fast, I originally thought it was a trick!
It's fantastic. I wish I had it in the past.
XALT has delivered revenue growth, time efficiencies and cost savings
We had a gap in true product intelligence, XALT fills this gap perfectly.
If I was running the team I would 100% roll this out to the entire firm.
XALT is the best tool we have access to internally. It's so easy and user friendly.
I see why sales jump all over this, it's a great tool.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
The integrations are a winner and this is exactly how a sales person should be operating these days.
The one stop shop is great; self serve is really useful; it's a really great system.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
This is such an exciting application.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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