Your clients hold mutual funds — but neither of you can see what they're worth during the trading day. Echelon Quantitative's xNAV product changes that with free, live estimated NAV pricing that strengthens every conversation.
Clients can check stock and ETF prices on their phones any time of day. But when they ask about their mutual fund holdings, the best you can offer is yesterday's closing NAV. That information gap erodes confidence — especially during volatile markets when clients need reassurance the most.
Whether you're a financial planner, wealth manager, or RIA, intraday fund pricing gives you a measurable edge in how you serve clients.
When a client calls during a market sell-off asking "how bad is it?", you'll have a real-time estimate — not a guess. That changes the entire conversation from reactive to informed.
Time mutual fund purchases and redemptions with intraday visibility. Submit orders when estimated pricing aligns with your strategy — not blindly before the 4pm cutoff.
Spot portfolio drift as it happens during the trading day. Rebalance based on current estimated values rather than waiting for stale end-of-day data to confirm what you already suspected.
Providing live pricing data that clients can't get from a brokerage statement or Morningstar demonstrates a level of insight that differentiates your practice and deepens the advisory relationship.
Monitor mutual fund exposure across all client portfolios in real time. Identify concentration risk, sector exposure shifts, and drawdowns before the official NAV is published.
Institutional data terminals charge thousands per month. Echelon Quantitative delivers the same intraday pricing intelligence completely free — just sign up. No credit card, no trial, no catch.
High-net-worth clients expect institutional-grade service. Live xNAV gives you the real-time portfolio visibility to match, helping you manage concentrated positions and navigate tax-loss harvesting windows with precision.
When you're building and maintaining long-term financial plans, knowing where fund holdings stand intraday helps you make timely adjustments — especially during rebalancing events or market dislocations.
Serve more clients with better data. Live fund pricing helps you manage model portfolios more effectively, respond to client inquiries instantly, and document your decision-making process with real-time context.
Retirement plan lineups are dominated by mutual funds. Intraday pricing gives you visibility into plan performance during volatile periods and supports more informed fund selection and monitoring decisions.
Echelon Quantitative uses proprietary quantitative models to estimate intraday mutual fund NAVs based on real-time market data and fund holdings. The result is a continuously updating price estimate — xNAV — that tracks the true value of a fund throughout the trading day.
Watch estimated fund prices update throughout the trading day on our free public dashboard.
Filter and compare hundreds of mutual funds by intraday performance, category, and more.
Embed xNAV data directly into your own client portal or reporting platform under your brand. Learn more about enterprise solutions →
Sign up in seconds. No credit card required. Get instant access to live xNAV data across hundreds of mutual funds.