www.fluenttech.com fluenttech.com

We Produce and Deliver

Fact Sheets

Serving retail and institutional
markets, quickly and

Client Reviews

Customized for all clients as
frequently as desired


Automatically updated with the
most recent fund data

Portfolio Analytics

Delivering critical data
to demanding clients


Designed to simply understand
the how, when, and why

To learn more about how
Fluent can help you focus
on your core business,
click here

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:

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."


Upcoming Events

If you missed us at the 2015 NAPA 401(k) Summit in San Diego, then you can catch us at one of these upcoming events:

SPARK National Conference
Washington D.C.
June 6-9, 2015

Palm Beach, FL
November 8-10, 2015

TSAM Congress & Expo
Boston, MA
November 19, 2015


































© 2011 Fluent Technologies, Inc.