Investment Intelligence for Asset Management Distribution

Put your firm’s best thinking behind every client decision.

XALT is the AI-driven intelligence layer that connects your firm’s investment data, approved expertise and client context to produce relevant, client-ready intelligence for Asset Management Distribution.

Start a conversation See how it works
XALT AI interface combining source-backed positioning, peer evidence and an approved specialist update

Designed specifically for Asset Management. Used daily around the world.

  • M&G Investments
  • Eurizon Asset Management
  • Zennor Asset Management
  • Regnan
  • JOHCM
  • Aviva Investors
  • Spring Capital
  • Evenlode Investment Management
  • Invesco
  • Principal Asset Management
  • Janus Henderson Investors
  • Chelverton Asset Management
  • Pictet Asset Management
  • Nedgroup Investments

Your firm knows more than any individual can consistently put to work.

Investment thinking, product knowledge, market evidence and client context are spread across people and systems. The commercial cost is the distance between that collective expertise and the conversation in front of the client.

The Expertise Gap

Clients need interpretation, not more information.

Public data and generic analysis are increasingly available to everyone. The advantage lies in knowing what matters, why it matters to this client and what action is commercially sound.

The Opportunity

Put the firm’s best thinking at the point of judgement.

Make your specialist investment and market intelligence instantly available with client context, so Distribution can prepare better, respond with confidence and act while the opportunity still matters.

What XALT is

The AI-driven Intelligence layer between what your firm knows and what the client needs.

XALT connects global third party investment data with your product expertise, institutional knowledge, market context, and client relevance.

Principal Asset Management

Client-reported outcome

A better, shorter and more dynamic way to deliver analytics.

“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.”

Brandon Miller, CFA, Director US and European Client Group

Principal brought tools, resources and investment insight into one place, helping teams engage advisers with better context and move opportunities forward faster.

One place
Tools, resources and investment insight
Better context
More relevant adviser engagement
Shorter cycle
From client question to commercial response

Client case study

More investment intelligence delivered through Sales than the previous operating model allowed

Economic case

2.07x Return-on-investment from deployment

Analytical capacity

3.3x fund-analysis capacity versus the previous manual model

Capacity released

11,000+ hours of specialist, Sales and Compliance capacity released or redeployed annually

Operational uplift

30.1x insights used at the point of sale

One intelligence layer. Every Distribution function.

The firm’s best thinking, wherever commercial value is created.

Sales

Prepare faster. Personalise every conversation.

Bring more of the firm’s expertise into each client engagement, handle questions with confidence and progress opportunities.

Distribution Leadership

Scale best practice. Increase operating leverage.

Make collective investment expertise an organisational capability without adding headcount.

Investment Specialists

Amplify expertise. Focus on higher-value dialogue.

Make specialist thinking available across Distribution while preserving time for the conversations where your expertise matters most.

Marketing

Sharpen every message.

Keep investment narratives consistent and equip Distribution with stronger messaging.

Client Service

Anticipate client needs.

Respond with confidence at the moments that retain and grow client assets.

Operations

Remove bottlenecks.

Reduce repeated manual requests and shorten response times across Distribution.

Technology

Scale specialist AI safely.

Connect governed expertise with the applications and architecture the firm already owns.

Compliance

Keep governance connected to every answer.

Apply approved content, reusable rules, permissions and audit trails across Distribution workflows.

XALT in action

How XALT works.

XALT supports the client decision from preparation through delivery, then structures the interaction data that helps the firm learn what is happening across Distribution.

XALT product intelligence screen showing category rankings, a competitive profile and a peer risk-return map
Before the meeting

Find where every product has an edge.

Explore your strategies against relevant peers, understand how they are positioned and leverage directly in the client conversation.

  • Which products lead their category?
  • Where is the advantage consistent?
  • Which evidence is most relevant to this client?
Anonymised Xalt AI interface showing a client question, source-backed response and detailed comparison table
At the point of decision

Bring the firm’s expertise into the conversation.

Respond instantly with approved investment thinking, structured data, portfolio analysis and relevant context while the question still matters.

  • How do these strategies interact in a portfolio?
  • Where does our view differ from the client’s house view?
  • What are the most important product trade-offs?
Anonymised XALT comparison workspace showing synthetic peer performance, risk metrics, ratings and report controls
Deep comparative analysis

Test a strategy against its full peer context.

Compare performance, risk, ratings and portfolio characteristics across a selected peer group.

  • Risk and return across time periods
  • Peer metrics and rating breakdowns
  • Controlled report inputs and outputs
Anonymised Northstar report workspace showing synthetic risk charts, peer metrics and the complete report configuration panel
After the meeting

Turn analysis into a personalised client response.

Create client-ready reports using comparative charts, peer tables, portfolio analysis and approved investment context. Email or download the finished PDF.

  • Complex analysis made client-ready
  • Approved narratives and reusable templates
  • Fully tailored to your brand guidelines
XALT analytics screen showing product activity, engagement and structured commercial interaction signals
Continuous learning

See what is being used, shared and discussed.

Combine product activity with structured interaction data to understand commercial traction across clients, product and themes.

  • Track product activity and sales engagement
  • Structured client and competitor signals
  • Export to activity tracking tools

Delivery

The operating layer between what the firm knows and what Distribution can do.

XALT brings together investment data, portfolio analytics, specialist and product expertise, market context, client relevance and approved internal thinking.

Teams can use that intelligence through the XALT App or bring it into their applications and agents via our XALT MCP Server.

XALT App

A complete managed service for Distribution.

Prepare for meetings, analyse products and portfolios, answer client questions, identify opportunities and create client-ready responses in one centralised application.

XALT MCP Server

Investment Intelligence in the tools your firm already owns.

Extend governed intelligence into your enterprise AI, applications and agents.

Speak to our technical team

XALT Ideas

Ideas for the next era of asset management distribution.

Our point of view on the operating model asset managers need for the next era of distribution.

The core problem

The Expertise Gap

Why firms know far more than Distribution can consistently put to work, and why better search alone does not close the gap.

Explore the idea The outcome

Commercial Judgement

Why the advantage is not more information, but the ability to identify what matters and decide what to do next.

Read The hidden cost

Knowledge leakage

How fragmented expertise limits the value firms realise from the investment knowledge they have already built.

Read The AI question

Why generic AI is not enough

Public information is increasingly accessible. Proprietary expertise, context and governance remain the differentiator.

Read The response

An Investment Intelligence operating model

How firms can make specialist intelligence available across people, applications and AI without rebuilding it repeatedly.

Read

Start a conversation

Make your firm’s investment expertise a commercial capability.

See how XALT can connect your expertise with client relevance and real time to put stronger Commercial Judgement behind every client decision.

Tell us where your firm’s expertise is hardest to put to work. We will show you how XALT can support that operating model.

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