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."

TJ Voskamp
TJ Voskamp
Head of Distribution

"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."

Tim Hill
Tim Hill
Senior Managing Director

"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."

Justin Eede
Justin Eede
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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
Brandon Miller
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Ken Burd
Ken Burd
Managing Director

"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."

Gavin White
Gavin White
Head of UK Intermediary Sales

"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!"

Jon Rudling
Jon Rudling
Distribution Business Manager

This is the equivalent of Bloomberg for asset management sales.

Head of UK Sales
$700B AUM

The one stop shop is great; self serve is really useful; it's a really great system.

Head of Global Analytics Development
Insurer Owned Asset Manager

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.

Senior Director
Global Investment Managers

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

Head of Internals
Global Financial Investment Managers

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

Senior Director
Global Financial Investment Managers

This is amazing, it really is. It is like we have leapt out of the dark ages.

Product Specialist
Top 5 UK Asset Managers

XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.

Investment Manager
Leading Global Asset Management Company

Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.

Global Data Architect
ESG-Focused $700B Asset Manager

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

Market Strategist
Global Investment Managers

Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.

Asset Manager
Global Investment Managers

When I first saw XALT I was like "oh my god we could do with something like that!"

Head of UK ETF Sales
ESG-Focused $700B Asset Manager

We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.

Investment Strategist
Global Financial Investment Managers

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

Asset Manager
Global Asset Manager

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.

Product Specialist
Global Asset Managers

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.

Head of Compliance
$20B AUM

XALT is an amazing tool. It is wonderful to have everything accessible in one place.

Investment Strategist - US Private Wealth
Global Financial Investment Managers

The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT

Asset Manager
Boutique Asset Managers

This is such an exciting application.

Head of Global Marketing Services and Digital Experience
$1T Asset Manager

It is so fast, I originally thought it was a trick!

Head of Sales, Spain
European Asset Manager

Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.

Business Development Manager
Insurer Owned Asset Manager

It's fantastic. I wish I had it in the past.

Head of Sales
Swiss Asset Manager

The amount of information it gives you is overwhelmingly amazing. And it's beautiful.

Director Business Intelligence and Sales Enablement
European Asset Manager

I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.

Head of Internals
Global Financial Investment Managers

If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"

Head of Global Client Segments
ESG-Focused $700B Asset Manager

XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.

Asset Manager
Top 3 Global Asset Manager

It's the holy grail of what we've been looking for. XALT is a very impressive product.

Chief Technology Officer
European Asset Manager

You're 1000 steps ahead of where we were thinking.

VP Strategic Initiatives, EMEA Client Group
$2T Asset Manager

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

Client Relationship Manager
$2.5T Asset Manager

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm

If we weren't already paying for it, I would happily pay for XALT out of my bonus.

Head of Sales Europe
$700B AUM

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.

Global Head of Front Office Technology
ESG-Focused $700B Asset Manager

It is an excellent capability.

Head of UK Client Group
UK/Intl Asset Manager

XALT is the best tool we have access to internally. It's so easy and user friendly.

ETF Sales
Global Asset Manager

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.

Market Strategist
Leading Global Asset Manager

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.

Global Distribution Strategic Capabilities Director
US Based Global Asset Manager