Your clients track every stock and ETF in real time. Their mutual funds? You're both stuck on yesterday's closing price. xNAV gives you live intraday fund pricing the advisor across town doesn't have — so you're always the one with the answer.
A client calls during a sell-off: "How bad is it?" If your answer is "let me pull up yesterday's close," you've just given the same answer every other advisor gives — and confirmed you're working with the same stale tools. In a business built on trust and differentiation, sounding like everyone else is the real risk.
The moment you can see mutual funds move in real time, the way clients and prospects see you changes.
Win the beauty-contest meeting by putting something on the table no competing advisor can: live intraday pricing on the funds the prospect already holds.
When markets move, you're the calm voice with a real number — not a guess. Every "how bad is it?" turns from reactive scramble into a moment that proves you're in control.
Pull up live fund values mid-meeting. Clients realize you see things their last advisor never could — and that you're the one steering with current information, not last night's.
Whether you're a planner, wealth manager, or RIA, live intraday fund pricing changes how you serve — and how you're seen.
Never get caught off guard again. The moment a client asks what their fund is worth, you have a live estimate — not "I'll know after the close."
Bring live intraday fund values into reviews and reporting — insight clients can't get from a brokerage statement or Morningstar.
When a prospect is interviewing three advisors, be the one who shows an institutional capability the other two can't match.
Time trades and spot portfolio drift intraday — act on current estimated values instead of waiting for stale end-of-day data to confirm what you already suspected.
Monitor mutual fund exposure across every client portfolio in real time — catch concentration risk and drawdowns before the official NAV is even published.
The desks you compete against pay thousands a month for intraday pricing intelligence. You get the same edge for a fraction of it.
High-net-worth clients expect institutional-grade service. Now you deliver it — real-time visibility into concentrated positions and tax-loss windows that signals you operate at their level.
Be the planner who adjusts in real time, not after the close. Knowing where fund holdings stand intraday lets you act decisively during rebalancing events and market dislocations.
Differentiate on data. Respond to client inquiries instantly, manage model portfolios sharper, and win on the kind of sophistication prospects can feel the moment they meet you.
Retirement lineups are dominated by mutual funds. Speak to plan performance during volatile periods with authority — real numbers now, not "we'll know after 4pm."
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.
We're independent — not tied to any fund company, broker, or data vendor — so the numbers are yours to trust. Institutional desks have had intraday estimates for years. Now you do too.
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 →
Start free, see the difference in your next client conversation, and go Professional to put live fund pricing in front of every client.