BidMoni Inc.

www.bidmoni.com

BidMoni, Inc. designed Fiduciary Shield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. At BidMoni, we build technology to make life easier and do what’s right. Fiduciary Shield offers unique solutions to the following clients: -Plan fiduciaries (anyone with discretion over a plan or control of plan assets) seeking help in fulfilling their fiduciary duties under ERISA. Our platform provides documentation of processes for prudence, like-for-like service provider bid comparisons, and ongoing fee analysis. With continual monitoring of marketplace pricing trends and plan demographics, we will notify you of changes that could affect plan pricing. -Advisors looking for an end-to-end platform to grow and manage their retirement plan business. This includes services to identify plans in most need of shopping as well as a marketplace to efficiently gather bids and make like-for-like comparisons. Our time saving technology and ongoing monitoring helps advisors scale their retirement plan business while ensuring clients are in a plan that best fits their needs at a fair price. -Financial institutions seeking institutional oversight, compliance guardrails, and sales flow reporting capabilities from their retirement divisions. -Retirement plan service providers seeking opportunities to easily submit proposals and review data analytics to create more efficient products. -Retirement plan sponsors looking for time saving and cost-efficient analysis and management of their plan.

Read more

Reach decision makers at BidMoni Inc.

Lusha Magic

Free credit every month!

BidMoni, Inc. designed Fiduciary Shield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. At BidMoni, we build technology to make life easier and do what’s right. Fiduciary Shield offers unique solutions to the following clients: -Plan fiduciaries (anyone with discretion over a plan or control of plan assets) seeking help in fulfilling their fiduciary duties under ERISA. Our platform provides documentation of processes for prudence, like-for-like service provider bid comparisons, and ongoing fee analysis. With continual monitoring of marketplace pricing trends and plan demographics, we will notify you of changes that could affect plan pricing. -Advisors looking for an end-to-end platform to grow and manage their retirement plan business. This includes services to identify plans in most need of shopping as well as a marketplace to efficiently gather bids and make like-for-like comparisons. Our time saving technology and ongoing monitoring helps advisors scale their retirement plan business while ensuring clients are in a plan that best fits their needs at a fair price. -Financial institutions seeking institutional oversight, compliance guardrails, and sales flow reporting capabilities from their retirement divisions. -Retirement plan service providers seeking opportunities to easily submit proposals and review data analytics to create more efficient products. -Retirement plan sponsors looking for time saving and cost-efficient analysis and management of their plan.

Read more
icon

Country

icon

State

Mississippi

icon

City (Headquarters)

Biloxi

icon

Employees

11-50

icon

Founded

2018

icon

Social

  • icon
  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Co - Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Technology Officer

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at BidMoni Inc.

Free credits every month!

My account

Sign up now to uncover all the contact details