A complete practice management tool kit for retirement plan advisors

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Recognizing that information needs to be available anytime, anywhere and must be actionable, Fluent’s mission is to provide retirement planners with up-to-the-moment data in friendly tools that allow them to add value to their client meetings and plan practices. By delivering intelligent information on-demand, trusted plan advisors rely on Fluent to assist with compliance in an era of greater regulation, litigation, time crunches and sponsor expectations. UtopiaAdvisor™ provides the plan and investment review tools advisors need into one platform, increasing efficiency and reducing risk in their plan advisory practices.

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Retirement Plan Advisors

THINK BIG!

You need better practice management software to win new business and guide your clients to make informed decisions

Brokers Dealers & RIAs

PLAN HEALTH MATTERS!

Your networks need complete practice management tools so every advisor & client is aware of their wellness position in a retirement plan benefit

Retirement Plan Providers

COMPETITIVE ADVANTAGE!

Differentiate your products and services, and equip your client teams, with tools that add value to the services you provide

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