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About Fluent’s Advisor Solutions

Fluent’s mission is to simplify and mobilize your plan practices, making it easy to deliver intelligent information on-demand and solidify your position as the informed and trusted plan advisor. In an era of greater regulation, litigation, time crunches and sponsor expectations, Fluent will simplify your all-consuming tasks and reduce risk in your plan advisory practice.

With UtopiaAdvisor, you can:

PLAN INFORMATION

Access and view record-keeping data in a unified view

PLAN REVIEW APPLICATIONS

Easily monitor and move between plan health, plan investments, and plan metrics evaluation tools within a single suite of applications

DASHBOARDS & SCORING

Get critical plan scores, financial metrics and activity updates in a book-of-business dashboard

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