A complete practice management tool kit for retirement plan advisors

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Fluent’s mission is to provide retirement plan professionals with optimized data in friendly plan health evaluation tools that enable them to convey meaningful information to clients and standardize plan practices. By delivering plan information on-demand, plan advisors can rely on UtopiaAdvisor™ to meet the growing demands of sponsor expectations in an era of greater compliance and regulation. UtopiaAdvisor™ provides advisors the plan and investment review and evaluation tools they need in one integrated platform, increasing efficiency and reducing risk in their plan advisory practices. Grow your client’s perception in you, the trusted plan fiduciary, with UtopiaAdvisor™.

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Retirement Plan Advisors

THINK BIG!

You need better practice management software to GUIDE your clients to make informed decisions, and to retain and grow your plan business

Brokers Dealers & RIAs

PLAN HEALTH MATTERS!

Your networks need complete practice management tools so every advisor can guide their plan sponsor to healthy plan decisions impacting participant outcomes

Retirement Plan Providers

COMPETITIVE ADVANTAGE!

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

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