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 is easy to find all the information that you need.
It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
It's actually realtime data, not monthly. It's simply excellent.
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.
I see why sales jump all over this, it's a great tool.
Before the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT moves us ahead and shows the art of the possible.
We could not build XALT in 5 years if we tried
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 took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is a true sales enablement application, our sales guys love this.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
Arguably functionality, level of information and design is better than FE Analytics.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
If I was running the team I would 100% roll this out to the entire firm.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT is the best tool we have access to internally. It's so easy and user friendly.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is the crème de la crème.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's a nice solution, very useful.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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
It's nicely designed. Sending comparisons to clients definitely helps win assets.
XALT has delivered revenue growth, time efficiencies and cost savings
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
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.