About Fluent

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

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FundUtopia is an ideal solution for financial services marketing professionals looking to collect and manage disparate investment data, turning it into meaningful information, and packaging it for the right audience at the right time.

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UtopiaAdvisor is a client facing web and mobile evaluation and presentation platform for business acquisition and retention. It transforms client facing meetings, turning investment data into rich information that guides client decision-making.

For asset managers

The magnifying glass is on every aspect of your business. Fluent offers an investment data management and reporting platform that helps you condition your data by the objectives of your products and report the performance of your products the way your markets require.

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For Retirement Plan Providers

Plan retention, new business, active services and increased participant counts are your lifelines. Fluent’s retirement plan platform arms your relationship management teams with the resources they require to defend and grow their business.

For Plan Advisors

Maintaining an in-depth, up-to-date knowledge of investment products and services in the retirement plan space is a demanding responsibility. Fluent’s platform provides advisor teams the tools to evaluate and report on investment and plan success measures anywhere, any time with information that can be analyzed and visualized.

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