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

The integrations are a winner and this is exactly how a sales person should be operating these days.

Sales Manager
South African Asset Manager

It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.

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

It's a great way to see our flows in the market. It's a massive benefit, straight away.

Head of Sales Enablement
$2.5T Asset Manager

It's nicely designed. Sending comparisons to clients definitely helps win assets.

Head of Sales Latin America
$2.5T Asset Manager

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.

Global Data Architect
ESG-Focused $700B Asset Manager

It is easy to find all the information that you need.

ETF Sales Manager Wealth Management
Global Asset Manager

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

ETF Sales
Global Asset Manager

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.

SVP, Financial Services Practice Lead
German Asset Manager

It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.

Global Head of Analytics
Insurer Owned Asset Manager

It is an excellent capability.

Head of UK Client Group
UK/Intl Asset Manager

Gold standard in seconds.

Product Specialist
Top 5 UK Asset Managers

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.

Head of Sales
European Asset Manager

It saves time for the distribution team and is very efficient.

Head of ETF Distribution
Global 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

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

The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.

Head of Sales
European Asset Manager

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

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

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.

Head of Sales Europe
$700B AUM

It's cheap! It should be closer to $15k per person.

Head of UK Sales
Multi-Asset Asset Manager

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.

SVP, Financial Services Practice Lead
German Asset Manager

This is the equivalent of Bloomberg for asset management sales.

Head of UK Sales
$700B AUM

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.

Product Specialist
UK Multi-Manager Distributor

XALT is just the tool we need, everything is immediately available

Investment Strategist
Global Financial Investment Managers

We could not build XALT in 5 years if we tried

Investment Strategist
Global Financial Investment Managers

We had a gap in true product intelligence, XALT fills this gap perfectly.

Product Specialist
Global Investment Managers

This is the crème de la crème.

Head of UK Wholesale
Insurer Owned Asset Manager

Product specialists love the link back to the portfolios. It's much more useful than ShowPad.

Global Head of Marketing and Products
Boutique Asset Manager

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.

Director
International Investment Bank

XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.

Asset Manager
Global Financial Investment Management

XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.

Head of Global Marketing Solutions
Swiss Based Global Asset Manager

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

Arguably functionality, level of information and design is better than FE Analytics.

Regional Investment Director
$2.5T Asset Manager

This is really useful, I can build a report for a client in seconds.

Head of Iberia, Latin America and US Offshore
$2.5T Asset Manager

XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.

Asset Manager
£342B AuM