# Fidelity Private Shares vs J.P.Morgan Workplace Solutions Comparison
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## AI Generated Summary
- **G2 reviewers report** that J.P. Morgan Workplace Solutions excels in overall user satisfaction, boasting a higher G2 Score compared to Fidelity Private Shares. Users appreciate the **simple user interface** and **intuitive design** , making it easier for startups to navigate and utilize the platform effectively.
- **Users say** that Fidelity Private Shares offers excellent customer support, with many highlighting the **top-notch service** available for both domestic and international inquiries. However, some users feel the platform could benefit from being **more user-friendly** to enhance their overall experience.
- **Reviewers mention** that J.P. Morgan Workplace Solutions has a strong onboarding process, with personalized assistance that helps users get up to speed quickly. This contrasts with Fidelity Private Shares, where users have expressed a desire for a more **engaging onboarding experience** to better understand the platform's capabilities.
- **According to verified reviews** , J.P. Morgan Workplace Solutions is praised for its **comprehensive features** that cater to early-stage companies, while Fidelity Private Shares is noted for its **intuitive investment program** for startups, though some users are uncertain about its effectiveness in addressing legal issues during fundraising.
- **Users highlight** that J.P. Morgan Workplace Solutions provides a logical setup process, allowing for quick data access and management. In contrast, Fidelity Private Shares users have mentioned that while the platform is easy to navigate, it still requires **improvements in user engagement** to fully realize its potential.
- **Reviewers note** that both platforms have strong support for small businesses, but J.P. Morgan Workplace Solutions has a slight edge in terms of overall usability and feature richness, as evidenced by its higher ratings in areas like **ease of setup** and **admin capabilities**.



| | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Star Rating** | 4.8 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 33 | 152 | 
| **Largest Market Segment** | Small-Business (82.8% of reviews) | Small-Business (84.5% of reviews) | 
| **Entry Level Price** | Free 25 stakeholders Per Year | No pricing available | 

---
## Top Pros & Cons

### Fidelity Private Shares

Pros:
- Features (5 reviews)
- Ease of Use (3 reviews)

Cons:
- UX Improvement (2 reviews)
- Workflow Inefficiencies (2 reviews)

### J.P.Morgan Workplace Solutions

Pros:
- Cap Table Management (14 reviews)
- Customer Support (14 reviews)

Cons:
- Limited Features (2 reviews)
- Onboarding Issues (2 reviews)

---
## Ratings Comparison
| Rating | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
  | **Meets Requirements** | 9.5 (22 reviews) | 9.3 (133 reviews) | 
  | **Ease of Use** | 8.6 (22 reviews) | 9.3 (137 reviews) | 
  | **Ease of Setup** | 9.1 (16 reviews) | 9.4 (131 reviews) | 
  | **Ease of Admin** | 8.6 (17 reviews) | 9.4 (108 reviews) | 
  | **Quality of Support** | 10.0 (22 reviews) | 9.9 (133 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.8 (17 reviews) | 9.8 (108 reviews) | 
  | **Product Direction (% positive)** | 9.4 (18 reviews) | 9.8 (128 reviews) | 

---
## Pricing

### Fidelity Private Shares

#### Entry-Level Pricing

Plan: Launch (Free)

Price: Free 25 stakeholders Per Year

Description: Up to 25 stakeholders and less than $1M raised

<b>Get Started Here: www.fidelityprivateshares.com</b>

Key Features:
- Cap table management
- Equity plan generation
- Data room

[Browse all 4 editions](https://www.g2.com/products/fidelity-private-shares/pricing)

#### Free Trial

Yes

### J.P.Morgan Workplace Solutions

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Equity Management

| Product | Score | Reviews |
|---|---|---|
| **Fidelity Private Shares** | 8.7/10 | 14 |
| **J.P.Morgan Workplace Solutions** | 8.9/10 | 119 |

#### Platform Basics

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Reporting** | 8.8 (11 reviews) | 9.2 (107 reviews) | 

#### Platform Data

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Visualization** | 9.2 (11 reviews) | 9.3 (107 reviews) | 
| **Platform Search** | 8.1 (12 reviews) | Feature Not Available | 
| **Dashboard** | 8.8 (11 reviews) | 9.4 (110 reviews) | 

#### Platform Content

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **File Sharing** | 7.7 (11 reviews) | 9.0 (98 reviews) | 

#### Platform Additional Functionality

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Cap Table** | 8.8 (12 reviews) | 9.6 (112 reviews) | 
| **409a** | 8.9 (9 reviews) | 8.4 (82 reviews) | 
| **Equity Governance** | 9.3 (9 reviews) | 9.2 (97 reviews) | 

#### Agentic AI - Equity Management

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.4 (14 reviews) | 

### Stock Plan Administration

| Product | Score | Reviews |
|---|---|---|
| **Fidelity Private Shares** | N/A | N/A |
| **J.P.Morgan Workplace Solutions** | 8.2/10 | 16 |

#### Plan Management - Stock Plan Administration

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Document Management** | Not enough data | 8.8 (8 reviews) | 
| **Trading & Settlement** | Not enough data | 7.4 (7 reviews) | 
| **Equity Compensation** | Not enough data | 8.9 (12 reviews) | 
| **Cap Table** | Not enough data | 9.7 (11 reviews) | 
| **Workflows** | Not enough data | 8.9 (9 reviews) | 

#### Compliance - Stock Plan Administration

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Security** | Not enough data | 9.6 (8 reviews) | 
| **Tax** | Not enough data | 8.1 (9 reviews) | 

#### Employee Self-Service - Stock Plan Administration

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Documents** | Not enough data | 7.9 (8 reviews) | 
| **Education** | Not enough data | 6.0 (5 reviews) | 

#### Analytics & Data Management - Stock Plan Administration

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Integration** | Not enough data | 7.8 (10 reviews) | 
| **Reporting** | Not enough data | 7.6 (9 reviews) | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Fidelity Private Shares** | N/A | N/A |
| **J.P.Morgan Workplace Solutions** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Equity Management Software](https://www.g2.com/categories/equity-management)


**Unique to J.P.Morgan Workplace Solutions (1):** [Stock Plan Administration Software](https://www.g2.com/categories/stock-plan-administration)


---
## Reviewer Demographics

### By Company Size

| Segment | Fidelity Private Shares | J.P.Morgan Workplace Solutions | 
|---|---|---|
| **Small-Business** | 82.8% | 84.5% | 
| **Mid-Market** | 17.2% | 10.8% | 
| **Enterprise** | 0% | 4.7% | 

### By Industry

#### Fidelity Private Shares

- **Computer Software:** 22.2%
- **Biotechnology:** 11.1%
- **Consumer Services:** 7.4%
- **Information Technology and Services:** 7.4%
- **Financial Services:** 7.4%
- **Aviation & Aerospace:** 3.7%
- **Consumer Goods:** 3.7%
- **Electrical/Electronic Manufacturing:** 3.7%
- **Facilities Services:** 3.7%
- **Health, Wellness and Fitness:** 3.7%
- **Other:** 25.9%

#### J.P.Morgan Workplace Solutions

- **Computer Software:** 15.5%
- **Information Technology and Services:** 14.9%
- **Financial Services:** 8.8%
- **Biotechnology:** 8.8%
- **Hospital & Health Care:** 5.4%
- **Health, Wellness and Fitness:** 4.1%
- **Medical Devices:** 4.1%
- **Food & Beverages:** 3.4%
- **Pharmaceuticals:** 2.7%
- **Automotive:** 2.0%
- **Other:** 30.4%

---
## Alternatives

### Alternatives to Fidelity Private Shares

- [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.3/5 stars (233 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4479 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews)
- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (318 reviews)
- [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) — 3.8/5 stars (32 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)
- [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews)
- [EquityList](https://www.g2.com/products/equitylist/reviews) — 4.7/5 stars (117 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)

### Alternatives to J.P.Morgan Workplace Solutions

- [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) — 3.8/5 stars (32 reviews)
- [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.3/5 stars (233 reviews)
- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (318 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews)
- [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4479 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews)
- [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews) — 4.7/5 stars (24 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)

---
## Top Discussions

### Fidelity Private Shares

No discussions available for this product.

### J.P.Morgan Workplace Solutions

- Title: [What is the latest plan to get the share trader certificate in Japan?](https://www.g2.com/discussions/what-is-the-latest-plan-to-get-the-share-trader-certificate-in-japan) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Dear Mr. Okada. Thank you for the query. This is a huge priority for us too and we're happy to say that this process is well underway. We hope to have our..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/fidelity-private-shares-vs-j-p-morgan-workplace-solutions)