Agent advises the couple, signing documents

UtopiaAdvisor’s Features

  • Tablet and desktop compatible
  • Intuitive user interface
  • Third-party data access
  • Proprietary data access
  • Document management vault
  • Standardized workflows
  • Data export and import utilities
  • API index for IT developers
  • Information management and master editing
  • Practice management & compliance
  • Advisor activity documentation

The platform is broken down into easy-to-use integrated applications:

  • Fund Monitoring
  • Plan Health
  • Retirement Readiness
  • Information Management
  • Fund Compare
  • Proposals
  • CRM
  • Fact Sheets
  • Document Management
  • Data Import/Export

Within the platform, you have access to all the functions needed by today’s savvy plan advisor, including:

  • Book of Business Plan Reporting
  • Comprehensive Investment Review
    • Fund Monitoring
    • Watchlist criteria builder
    • Fund comparison
    • Fund Line-Up Proposals Builder
    • Expense and Revenue management
    • Interactive fact sheets
    • Fiduciary practice management
    • Fund and fund lineup scoring
    • Investment client reporting and presentation
  • Comprehensive Plan Review
    • Plan Health Snapshot
    • Annual plan review
    • Retirement Readiness evaluator
    • Plan benchmarking
    • Plan scoring

Want to learn more? Contact us today.