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!"

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
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.
This is the crème de la crème.
This is such an exciting application.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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 holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
We could not build XALT in 5 years if we tried
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
It saves time for the distribution team and is very efficient.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT has delivered revenue growth, time efficiencies and cost savings
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Gold standard in seconds.
It's fantastic. I wish I had it in the past.
Arguably functionality, level of information and design is better than FE Analytics.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
A very slick application, we are very impressed.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
It's a nice solution, very useful.
This is a fantastic product and is used very well in our intermediary channels.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It is so fast, I originally thought it was a trick!
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is just the tool we need, everything is immediately available