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331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. Your data is your most valuable asset. It’s time you made the most of it. Compel your audience with the best message for the moment. FundUtopia is an ideal solution for financial services marketing professionals looking to collect and manage disparate investment data, turning it into meaningful information, and packaging it for the right audience at the right time. The magnifying glass is on every aspect of y...

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331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. Your data is your most valuable asset. It’s time you made the most of it. Compel your audience with the best message for the moment. FundUtopia is an ideal solution for financial services marketing professionals looking to collect and manage disparate investment data, turning it into meaningful information, and packaging it for the right audience at the right time. The magnifying glass is on every aspect of y...

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3 asset managers

4 retirement plan providers

5 plan advisors

6 overview

7 mission/vision

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10 board of advisors

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Home - Fluent Technologies | fundutopia.com Reviews

https://fundutopia.com

331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. Your data is your most valuable asset. It’s time you made the most of it. Compel your audience with the best message for the moment. FundUtopia is an ideal solution for financial services marketing professionals looking to collect and manage disparate investment data, turning it into meaningful information, and packaging it for the right audience at the right time. The magnifying glass is on every aspect of y...

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fundutopia.com

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FundUtopia - Fluent Technologies

http://fundutopia.com/fundutopia

331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. FundUtopia: Data management and Presentation Solutions for Marketing Professionals. FundUtopia is a suite of data management and performance reporting tools that optimizes your operations. With FundUtopia, you can unify and enrich your data, apply your business logic, configure your workflow, control your content generation, and deliver value to your clients. Fluent’s Extract-Transfer-Load (ETL) and Applicati...

2

FundUtopia - Use Cases - Fluent Technologies

http://fundutopia.com/fundutopia/fundutopia-use-cases

331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. FundUtopia – Use Cases. FundUtopia – Use Cases. What are the most common use cases for FundUtopia? Users going to market significantly reduce time to market and risk of error and incorrect representation when using FundUtopia. FundUtopia is the back office and front office integrated solution for approved information. FundUtopia is the single, consolidated data hub for managing, validating and distributing da...

3

Retirement Plan Providers - Fluent Technologies

http://fundutopia.com/retirement-plan-providers

331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. Plan retention, new business, active services reviews and increased participant counts are Plan Provider lifelines. Fluent’s retirement plan platform arms your relationship management teams with the resources they require to defend and grow their business. To learn more about marketing solutions for Retirement Plan Providers. To learn more about client-facing solutions for Retirement Plan Providers. All of th...

4

Asset Managers - Fluent Technologies

http://fundutopia.com/asset-managers

331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. For asset managers, we offer investment data management and reporting platforms that help you condition your data by the objectives of your products and report the performance of your products the way your markets require. To learn more about marketing solutions for Asset Managers. To learn more about client-facing solutions for Asset Managers. Want to learn more? I am very impressed with the average client t...

5

UtopiaAdvisor Benefits - Fluent Technologies

http://fundutopia.com/utopiaadvisor/benefits

331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. UtopiaAdvior offers a number of benefits for asset managers and retirement plan providers and plan advisors including:. UtopiaAdvisor delivers a fully transparent audit trail of changes with no loss of source data and user activity. Feel confident about your information and process in any unscheduled S.E.C. audit. Rapid Return on Investment (ROI). UtopiaAdvisor is built for rapid requirements integration and ...

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fundutopia.com

Home - Fluent Technologies

331 Montvale Avenue, Woburn, MA 01801. Serving the financial industry since 1994. News & Events. Your data is your most valuable asset. It’s time you made the most of it. Compel your audience with the best message for the moment. FundUtopia is an ideal solution for financial services marketing professionals looking to collect and manage disparate investment data, turning it into meaningful information, and packaging it for the right audience at the right time. The magnifying glass is on every aspect of y...

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