RFP/Benchmarking
FiduciaryShield by BidMoni offers an innovative RFP marketplace as well as automated ongoing fee benchmarking services. Our patent-pending platform was created to streamline these formerly manual and time-consuming tasks. ERISA litigation has increased the scrutiny placed on advisors with a focus on their processes (or lack thereof) for shopping plans and monitoring fees. FiduciaryShield allows you to easily scale your business by simplifying and automating these processes and well as providing alerts when it’s time to run an RFP for your clients. This comes with specialty custom pricing for GRPAA groups.
Click here to visit GRPAA's custom FiduciaryShield integration