Open Architecture

ePlan Services trades through the NSCC, and therefore has access to nearly every mutual fund available in the open market. Because we trade our funds at a super-omnibus level, we also have access to some institutional class funds as well as some funds which have been closed to new accounts.

ePlan Services unique structure affords you access to a variety of investment options, including:

List of available funds

In addition, ePlan Services believes that true open-architecture providers must be concession-neutral. Our fee-based solutions enable you to access virtually any mutual fund or share class, independent of the fund's commission structures - enabling you to use the best funds without compromising your compensation. See Fee Transparency, for more information about our unique concession handling services.

We invite you to discover how a true open-architecture platform can win more business and add value to existing accounts.