A complete practice management tool kit for retirement plan advisors

Build your retirement business with

Fluent’s mission is to provide retirement plan professionals optimized plan data and simplified all-in-one technology, so they can spend more time with clients improving plan outcomes, protecting their business portfolio and building new business opportunities.

UtopiaAdvisor™ is an intuitive suite of plan and investment evaluation tools that transform data into meaningful action-based information to exhibit the true health of a plan in collaborative, mobile friendly software, with integrated on-demand client reporting.

Optimize your practice, comply with practice management expectations, and protect and grow your business by demonstrating your value with UtopiaAdvisor™.

We have resources just for you!

Independent Plan Advisor Practices

ENHANCE THE VALUE OF YOUR PRACTICE!

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

RIA and B/D Plan Advisor Platforms

PLAN HEALTH & PRACTICE LEADERSHIP MATTER!

Your network of advisors need better plan evaluation tools so they can efficiently GUIDE their plan sponsor to healthy plan outcomes, prove good practice to the home office and focus on business growth

Large Product & Platform Organizations

COMPETITIVE ADVANTAGE!

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

Latest Blog Posts

be social with fluent

The looming retirement crisis: Who is responsible, anyway? https://t.co/pedGp4BSLl #retirement @ThinkAdvisor

Do you have "missing participants" in your defined contribution #retirement plan? Read my take on the considerations around implementing policies to track them down! https://t.co/Nzy4lTFlE7

Emerging wealth segment represents opportunity for retirement plan advisers https://t.co/De7ybX0sj9 #planadvisor #HENRY #retirement @PLANADVISER

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