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!"

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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
I see why sales jump all over this, it's a great tool.
It saves time for the distribution team and is very efficient.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Fantastic. A really impressive piece of kit, well done.
It's a nice solution, very useful.
This is the crème de la crème.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is such an exciting application.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It's a nice solution, very useful.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT is the best tool we have access to internally. It's so easy and user friendly.
The integrations are a winner and this is exactly how a sales person should be operating these days.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Arguably functionality, level of information and design is better than FE Analytics.
One tool for all product related documents. It's perfect.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.