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TOOLS & TECHNOLOGY

NAPA FIRM PARTNERS

FLUENT TECHNOLOGIES

HEALTHYCAPITAL DANVERS, MA • HEALTHYCAPITAL.COM

WOBURN, MA • FLUENTTECH.COM

KEY CONTACTS

KEY CONTACTS

Michael Zimmer • 781.939.0900 • in o uenttech.com Phil Plageman • 78.939.0900 • in o uenttech.com

Ron Mastrogiovanni • . . 022 • ron. r healthycapital.com Corey Dylengoski • 1 . 1.0005 • cdylen healthycapital.com

FIRM PROFILE

FIRM PROFILE

IN BUSINESS SINCE

oint venture bet een Mercy and ealth ie ervices, ealthyCapital s physician and actuary revie ed approach dra s upon clinicians, 0 million medical cases, government and economic data, ealth ie ervices decade o e perience in healthcare cost pro ections and Mercy s e tensive e perience in population health management. The company s application utili es cost data to provide po er ul in ormation that incentivi es individuals to improve health through simple behavior modifications and the assistance o health coaching. It also displays the potential financial savings that can be gained through specific behavior modifications an e ective motivational tool.

PRODUCT/SERVICE CATEGORY

200

luent develops so t are solutions or the Investment Community. We ocus on the needs o retirement plan pro essionals. We are innovators, ith direct industry e perience and consumers o the industries products and services. We are committed to solving problems and addressing market trends resulting in nearly 25 years o success ul client outcomes. Our mission is to improve the practices and resources o plan pro essionals, so they can ID their sponsors and participants to in ormed decisions. Our vision is that every plan provider, advisor and client is a are o their ellness position in a retirement plan benefit. 1994

IN BUSINESS SINCE

o t are

PRODUCT/SERVICE CATEGORY

PRODUCT/SERVICE DESCRIPTION

sset llocation, dvice uidance, articipant Communications, o t are, roduct ervice Description

topia dvisor™ provides retirement plan pro essionals optimi ed plan data and simplified all in one technology, so they can spend more time ith clients improving plan outcomes, protecting their business port olio and building ne business opportunities. topia dvisor™ is an intuitive suite o plan and investment evaluation tools that trans orm data into meaning ul action based in ormation to e hibit the true health o a plan in collaborative, mobile riendly so t are, ith integrated on demand client reporting. Optimi e your practice, comply ith practice management e pectations, and protect and gro your business by demonstrating your value ith topia dvisor™.

PRODUCT/SERVICE DESCRIPTION

ealthyCapital motivates individuals to increase their 401 k contributions hile not reducing disposable income, providing individuals ith pro ected monetary savings and e tended li e e pectancies e perienced through simple behavioral modifications like making sure to take medications every day . sing a three prong system, ealthyCapital sho s people the potential financial savings o simple and easy li estyle changes, teaches them through health coaching and tailored e ercises, recipes and financial tips, and connects them directly to a suite o financial integrations, users can select the most beneficial savings vehicle or their ne ly disposable income.

The mobile enabled topia dvisor suite o tools include • lan ealth valuation • und Monitoring and corecarding • lternative und nalysis and election • lan Document ault • lan Data Management • dvisor ook o usiness Dashboard • lan coring and enchmarking • roprietary client acing presentations and reporting

130 NAPA BLACK BOOK

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2018

11/27/18 9:51 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.