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!"

It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's actually realtime data, not monthly. It's simply excellent.
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.
It is an excellent capability.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's a nice solution, very useful.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Arguably functionality, level of information and design is better than FE Analytics.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
One tool for all product related documents. It's perfect.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
It is easy to find all the information that you need.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
All product specific docs in one place. I love it.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
XALT is just the tool we need, everything is immediately available
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.
This is the crème de la crème.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
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.