Fiduciary Shield by BidMoni
For Advisors

Fiduciary Shield empowers advisors with automated analysis and fiduciary solutions.

Register today and begin searching plans in your area or submit an RFP.

Fiduciary Shield by BidMoni connects you with dozens of recognized recordkeepers for proposal requests.

We connect you to the market and provide a simple platform to analyze and present proposals.

How We Work With Advisors

BidMoni's Fiduciary Shield platform offers an End-to-End Technology Solution to Empower the Growth of Advisors in the Defined Contribution Space and Helps Support Their Fiduciary Duties

  • Find plans
  • Connect with plan sponsors
  • Identify risk factors
  • Shop for better solutions
  • Continually monitor service providers

We Will Help You:

  • Submit your request for proposals to dozens of providers
  • Compare proposals side-by-side in a transparent manner
  • Evaluate and monitor plan fees and investments
  • Find prospective retirement plans that need your services
  • Differentiate your practice by offering transparency and documented adherence to fiduciary principals

Schedule a demo today

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