Every asset class prices in real time — except the mutual funds most of your clients actually own. We built xNAV so you're the advisor who always has the number, never the one saying "we'll know after the close."
Americans hold more than $30 trillion in mutual funds — and every one of them prices exactly once a day, after the market closes. For the advisor managing that money, it means hours of flying blind. A client calls in the middle of a selloff, and the honest answer is "we'll know tonight."
Institutional desks solved this a long time ago. They've had intraday NAV estimates for years — locked inside data terminals that cost thousands a month and were never built for the advisor competing for the next account. The capability existed. It just wasn't yours.
Echelon Quantitative built xNAV to change that. Our proprietary quantitative models estimate mutual fund NAVs in real time, minute by minute, and we put them in the hands of the advisor — not just the institution. The thing that made the big desks look omniscient now sits on your side of the table.
Institutional intraday pricing without the institutional gatekeeping — no five-figure terminal, no trading desk required. The capability the big firms guarded, put within reach of the independent advisor.
We're not affiliated with any fund company, broker, or data vendor. Our estimates aren't influenced by what's being priced — so you can put a number in front of a client without a second thought.
xNAV is built by a quantitative firm running proprietary models against live market data. The advantage you carry into the room is backed by serious research — the kind clients assume only the big institutions have.
When you can see mutual funds move in real time, the way clients and prospects see you changes. You answer the question their last advisor never could. You put a live number on the prospect's own funds in the pitch. When markets drop and the phone rings, you're the calm voice with a real figure — not a guess.
That's the advantage: not louder marketing, but visibly operating a tier above the advisor down the street. See how advisors use it →
See live xNAV in action, then go Professional to walk into every client meeting a step ahead of the advisor down the street.