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About Fluent

Fluent Technologies is dedicated to the management, delivery and presentation of financial information. We transform complex and disparate data into meaningful client experiences. As a leading Software as a Service provider in the industry, our financial data and content management system is the standard for assuring consistent and accurate representation across the enterprise.

Our mission is to help you deliver content equal to the moment.


Fluent offers an investment data management and reporting platform that helps you condition your data by the requirements of your products and present the performance of your products and services the way your markets expect and require.

Are you a Recordkeeper, Custody Platform, Broker Dealer or Large RIA?

Fluent’s retirement plan reporting solutions arm your relationship management, captive sales team and advisor network with the resources they require to grow their plan business on your platform.

Are you an Advisor?

The resources you need are at your disposal when you need them most. Fluent provides a unified plan data view whether you are a plan advisor – independent, part of an independent broker/dealer or RIA firm – or a relationship manager with a recordkeeping team. You will also have access to the essential tools to evaluate and report on investment and plan success measures – anywhere, any time – with information that can be visualized, analyzed and shared.

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