Smart Data That Speaks to Your Markets
July 2015 is going to be a big month for Fluent. We'll be unveiling two upgrades and promoting one brand-new technology platform.
Our newest technology platform, UtopiaAdvisor, is a web and mobile solution with performance data and business evaluation tools. The centerpiece of UtopiaAdvisor will be a suite of tools for integrating investment review with plan review data. The July release contains an integrated suite of the following fund-monitoring tools:
- Watch List Criteria Builder
- Plan Lineup Proposal Builder
- Fund Comparison Tool
- Customizable, client-facing Fiduciary Scorecards
- Investment Review
- FINRA review-ready fact sheets
- ...and more!
For a sneak peek, download our newest presentation, Energizing Sales & Relationship Management with UtopiaAdvisor:
The next series of tools rolling out of our product development teams will be:
- Plan Health Check Tool
- Retirement Readiness Tool
- ...and other plan design and service evaluation tools.
UtopiaAdvisor is designed for client-facing teams in Asset Manager DCIO Sales, Retirement Recordkeeper Relationship Managers, and Plan Advisors working independently or with Broker Dealers.
For a preview of everything UtopiaAdvisor has to offer, drop by our booth at the SPARK National Conference on June 6-9, 2015.
Our flagship software, FundUtopia, will get a new and improved interface, with enhancements to performance and stability as well as to its already leading-edge tools.
And finally, our web site will get a complete redesign, with plenty of new content and features.
Bookmark www.fluenttech.com and come back to learn more in July.
Processing Solutions for Performance-Related Communications
Fluent’s unrivaled data management and automated publishing solutions deliver results that make business sense and benefit your company.
We can help you:
- Increase Responsiveness: We ensure compelling, consistent marketing information reaches your clients in a timely manner.
- Enhance Productivity: We boost productivity by enabling you to produce more financial collateral using fewer resources.
- Reduce Costs: We drive down costs by leveraging our proprietary, automated solutions.
- Minimize Risk: We mitigate your risk exposure by presenting only the most accurate information.
- Improve Continuity: We help ensure continuity of your communications even as your staff evolves and your business grows and changes.
- Improve your story and market position: Our publishing and marketing solutions will strengthen your market position by helping you tell your story with greater impact and at lower cost.
- To learn more about how Fluent can help you focus on your core business, click here.
"By partnering with Fluent, you’ll have more time to concentrate on your core business."