About Fluent

Fluent is a FinTech company that develops software solutions for the Investment Community. We focus on the needs of retirement plan professionals.

We are entrepreneurs and innovators, with direct industry work experience and consumers of the industries products and services.

We are committed to solving problems and addressing market trends and bring nearly 25 years of successful client outcomes.

Our mission is to improve the practices and resources of plan professionals, so they can GUIDE their sponsors and participants to informed decisions, actions and satisfaction.

Our vision is that every plan provider, advisor and client is aware of their wellness position in a retirement plan benefit and can easily act to control their outcome.

Leading the Way

Founded in 1996, Fluent believed that we could use automation to publish financial periodic performance communications and that this would create marketing operation efficiencies. Today, Fluent is a full-service provider, capable of managing data and content from multiple client and third-party sources, through all phases of discovery, development and distribution.

Our product UtopiaAdvisor is a highly responsive mobile evaluation and presentation platform for business acquisition and retention for Retirement Plan Providers, Broker Dealers & RIAs and Retirement Plan Advisors.

Our legacy service FundUtopia™ (2004–2015) supported the communication, data and content storage, maintenance and publishing requirements of investment programs, among them mutual funds, institutional co-mingled funds, private client and collective trust funds, annuities and managed portfolios, and retirement plan services.

All new clients will be directed to our new UtopiaAdvisor™ product.

Product Videos

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Investment Review Snapshot

Plan Data Made Easy

Coming Soon! Plan Review Snapshot

Learn More About UtopiaAdvisor™