For Small Practices and the Independent Plan Advisors

For smaller practices or individual plan advisors, the UtopiaAdvisor Cloud App is a perfect fit for many needs all in one SaaS bundle. All applications and workflows were developed with your business in mind, giving you access to tools never before available to the smaller market. License as a Cloud App in the MS Azure Cloud.

  • Agree to all terms and conditions online and use your PayPal account to pay for the annual license fee – online tutorials and training modules are provided
  • Reports provided are standardized but include customization options for logos, identification and disclosures Review consistencies and differences from the enterprise version of UtopiaAdvisor to Advisor

For Large Enterprises and Businesses

(Recordkeepers, Independent Broker Dealers, RIA Firms)

  • Turn-Key Installation
  • Buy a non-exclusive license to own the software and customize to your business needs without restrictions
  • Configure and integrate your resources and requirements for a rapid installation through a consulting agreement with Fluent’s integration team
  • Service retainers are available for updates, upgrades and service

For Mid-Size Companies

(Recordkeepers, Independent Broker Dealers, RIA Firms)

  • SaaS Service and License Agreements
  • Select a term and obtain a license agreement in the MS AZURE cloud
  • Consign Fluent for integration services and account management operations on a full- or part-time basis.
  • Pay for new CapEx initiatives when needed, and assume only OpEx service agreements with optional full- or part-time account support
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Want to learn more? Contact us today.