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

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

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

Head of Sales Latin America
$2.5T Asset Manager

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

Head of UK Sales
Multi-Asset Asset Manager

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

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

Head of ETF Distribution
Global Asset Manager

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

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

ETF Sales
Global Asset Manager

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.

Product Specialist
$2.5T Asset Manager

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

Investment Strategist
Global Financial Investment Managers

It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

Head of ETF Sales Europe
Global Asset Manager

XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.

Relationship Manager
$2.5T Asset Manager

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

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.

Business Transformation VP
$1T Asset Manager

XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.

CRM Solutions Lead
Global Investment 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 looks like an incredibly useful tool, I can fully see why people are enamoured by it.

Asset Manager
Global Investment Managers

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

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

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

ETF Sales Manager Wealth Management
Global Asset Manager

It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.

Head of Investor Relations
ESG-Focused $700B 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

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm

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

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

If I was running the team I would 100% roll this out to the entire firm.

Head of UK Sales Team
$400B Asset Manager

XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.

Head of Sales Enablement
Global Asset Manager

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

Head of Sales
Swiss Asset Manager

One tool for all product related documents. It's perfect.

ETF Sales Manager
Global Asset Manager

Gold standard in seconds.

Product Specialist
Top 5 UK Asset Managers

What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.

Sales
Global 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

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

Chief Technology Officer
European Asset Manager

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

Asset Manager
Global Financial Investment Management

Anything that reduces interactions with Salesforce is a distinct boon.

Head of UK Client Group
$120bn UK Asset Manager