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!"

XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
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.
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.
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.
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's the holy grail of what we've been looking for. XALT is a very impressive product.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
All product specific docs in one place. I love it.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
This is the equivalent of Bloomberg for asset management sales.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It is easy to find all the information that you need.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
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 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.
XALT is very robust and easy to use.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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 all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
You're 1000 steps ahead of where we were thinking.
This is really useful, I can build a report for a client in seconds.
We could not build XALT in 5 years if we tried
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
When I first saw XALT I was like "oh my god we could do with something like that!"
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's a nice solution, very useful.
It's actually realtime data, not monthly. It's simply excellent.
It's a nice solution, very useful.
XALT has delivered revenue growth, time efficiencies and cost savings
The integrations are a winner and this is exactly how a sales person should be operating these days.