BidMoni's Predictive Plan Design Tool Nominated for a WealthManagement.com Industry Award

We are thrilled to announce that BidMoni’s Predictive Plan Design tool has been named a finalist for the prestigious WealthManagement.com Industry Awards—affectionately known as the "Wealthies"—in the category of Best Retirement Plan Support / Advisor Services > 401(k) Technology.

This recognition from one of the most respected voices in wealth management is a powerful affirmation of our mission: to equip financial advisors with cutting-edge technology that makes retirement plan design more data-driven, transparent, and effective.

What is Predictive Plan Design?

Predictive Plan Design is a first-of-its-kind solution that leverages advanced data analytics to help advisors model, compare, and recommend optimal 401(k) plan structures based on a sponsor’s specific goals and demographics.

Recognition That Reflects Innovation

The WealthManagement.com Industry Awards celebrate firms and individuals who are shaping the future of wealth management. This year, over 1,200 entries were submitted across various categories, with finalists selected by an independent panel of judges made up of top industry influencers, practitioners, and thought leaders.

Being shortlisted in the 401(k) Technology category places BidMoni among the most innovative and impactful solutions in the retirement plan space—something we’re immensely proud of!

Thank You

We’re honored by this recognition and grateful to the clients, partners, and team members who helped make Predictive Plan Design a reality. 

Stay tuned—we’ll be keeping our fingers crossed as the awards ceremony approaches!

For a video demoing our Predictive Plan Design tool, visit the following: 

Plan Design Part 1

Plan Design Part 2