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!"

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
One tool for all product related documents. It's perfect.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT moves us ahead and shows the art of the possible.
You're 1000 steps ahead of where we were thinking.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
This is the equivalent of Bloomberg for asset management sales.
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 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.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
When I first saw XALT I was like "oh my god we could do with something like that!"
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It's a nice solution, very useful.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT is just the tool we need, everything is immediately available
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Outsourcing rather than building it ourselves has been a huge win for us.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It is so fast, I originally thought it was a trick!
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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's cheap! It should be closer to $15k per person.