--- title: Fidelity Reviews meta_title: 'Fidelity Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Fidelity works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 7 scale: '5' date_modified: '2026-06-24' parent_category: name: Asset Management url: https://www.g2.com/categories/asset-management --- # Fidelity Reviews **Vendor:** ASEE Group (formerly ASSECO South Eastern Europe) **Category:** [CMMS Software](https://www.g2.com/categories/cmms) **Average Rating:** 3.9/5.0 **Total Reviews:** 7 ## About Fidelity ASEE Fidelity is a modular and scalable platform to manage the full lifecycle of assets and expenditures with a built-in budget, demand, procurement, and accounting processes. Fidelity ensures compliance and proactive budget control to build effective sourcing strategies. ## Fidelity Pros & Cons **What users like:** - Users appreciate the **ease of use** of Fidelity, highlighting its user-friendly interface and responsive support. (2 reviews) - Users appreciate the **helpful support** from Fidelity, making it easy to resolve any issues quickly. (1 reviews) - Users find the **mobile app** feature superior to the website, enhancing their overall satisfaction with Fidelity. (1 reviews) - Users appreciate the **prompt notifications** from Fidelity, enhancing their experience with user-friendly interactions. (1 reviews) **What users dislike:** - Users find the **confusing nature of reports** challenging, especially for newcomers to 401k management. (1 reviews) - Users experience significant **implementation delays** with Fidelity, leading to manual errors and difficulties in contacting support. (1 reviews) - Users find the **learning curve for 401k reports** confusing, especially for those unfamiliar with the system. (1 reviews) - Users find Fidelity's features **limited and cumbersome** , leading to challenges in manual contributions and support accessibility. (1 reviews) - Users find the **manual data entry cumbersome** , leading to frequent mistakes and challenges in reaching customer support. (1 reviews) - Users experience **poor customer support** with Fidelity, making issue resolution and assistance challenging and inefficient. (1 reviews) - Poor Reporting (1 reviews) - Users struggle with **upload issues** , finding the process manual and error-prone, complicating contributions each pay cycle. (1 reviews) ## Fidelity Reviews ### 1. Senior Finance Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Bharat G. | GROUP MANAGER - FINANCE, Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Fidelity?** It is very user friendly and prompt actions are being taken **What do you dislike about Fidelity?** There is no downside of the Portal as it is user friendly. **What problems is Fidelity solving and how is that benefiting you?** The Employees' deferral contribution and 401K ER Match are promptly aligned with each payroll on time as there is an auto integration with Payroll service provider - ProLiant. ### 2. User-Friendly with Great Support, But 401k Reports Can Be Confusing **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Farming | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2026 **What do you like best about Fidelity?** What stands out to me is how easy it is to use, along with the helpful support you get whenever you encounter any issues. **What do you dislike about Fidelity?** End of reports that are needed can be confusing if you are new to dealing with 401k. **What problems is Fidelity solving and how is that benefiting you?** They handle the backend work involved in managing our benefits and overseeing all of our accounts. ### 3. Fine core product but not user friendly **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2025 **What do you like best about Fidelity?** The general offering was fine - our employees were happy with the contribution set up. The app was a nice feature - better than the website. **What do you dislike about Fidelity?** It was incredibly manual - we had to do the contributions every pay cycle and it was not easy to upload so there were often mistakes. Also the implementation was really clunky. It was also really hard to ever get in touch with a customer agent **What problems is Fidelity solving and how is that benefiting you?** We used them for our first 401k offering. We were part of a new small business group that they had launched. ### 4. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Soheila H. | Corporate Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** March 09, 2023 **What do you like best about Fidelity?** All of the companies I've worked at have had fidelity 401k, so its easy to roll each into the other, which is always nice. **What do you dislike about Fidelity?** It can be hard to find the 401k section instead of my personal investments **What problems is Fidelity solving and how is that benefiting you?** Helps with 401k and is the platform for it ### 5. Fidelity **Rating:** 3.5/5.0 stars **Reviewed by:** Mike D. | Senior HR Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Fidelity?** 401k tools to help employees; day-to-day customer service; learning library **What do you dislike about Fidelity?** Not as easy to use the system; not as modern; more complicated, less concise; price **What problems is Fidelity solving and how is that benefiting you?** They were our first 401k so they got us off the ground and helped us establish a solid 401k plan for our employees for years ### 6. Fidelity Investments **Rating:** 4.5/5.0 stars **Reviewed by:** Linda S. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2021 **What do you like best about Fidelity?** We are a Registered Investment Advisory firm and have a dedicated Fidelity service team. When we call, we usually will speak to a team member who knows us, and knows are firm. If we have an issue, it can most time be resolved very quickly. If the rep cannot help us, they reach out to the team that can. **What do you dislike about Fidelity?** I have not had any negative issues with Fidelity. **Recommendations to others considering Fidelity:** Fidelity is very diligent in protecting clients accounts. For example, we received an email from a client that his bank account was hacked. At almost the same moment, Fidelity called me saying someone tried to access the client's account, so they locked all of his accounts. Fidelity then opened new accounts, tranferred all funds from the old account to the new account, and put restrictions on the new account. Fidelity dedicated service team is second to none. They are just a phone call or email away, and are very responsive. I always say that our team rocks! **What problems is Fidelity solving and how is that benefiting you?** All of our clients have Fidelity accounts. We are able to handle investments and money movement all in one place. ### 7. Fidelity review **Rating:** 4.0/5.0 stars **Reviewed by:** alina T. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2019 **What do you like best about Fidelity?** The default portfolio screen is easy to use. Research links are helpful to determine your next steps. Overall great experience. **What do you dislike about Fidelity?** It doesn’t allow to save the stock/mutual fund history beyond the time I opened an account with fidelity even if i were to transfer the stock from previous company. **What problems is Fidelity solving and how is that benefiting you?** Infesting for growth and income ## Fidelity Discussions - [How does the Fidelity app work?](https://www.g2.com/discussions/how-does-the-fidelity-app-work) - [What platform does Fidelity use?](https://www.g2.com/discussions/what-platform-does-fidelity-use) - [What is Fidelity known for?](https://www.g2.com/discussions/what-is-fidelity-known-for) - [View Fidelity pricing details and edition comparison](https://www.g2.com/products/fidelity/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-27+06%3A30%3A24+-0500&secure%5Bsession_id%5D=299859d0-8dd6-4ee0-aabd-9d3c7888e2cc&secure%5Btoken%5D=90d7d34540c6a87c37365140aee51de39be00d5952df355b9d578e6581aaa4b8&format=llm_user) ## Fidelity Integrations - [Paylocity](https://www.g2.com/products/paylocity/reviews) - [ProLiant](https://www.g2.com/products/proliant/reviews) ## Fidelity Features **CMMS Platform Features** - Work Order Management - Preventative Maintenance (PM) - Predictive Maintenance (PdM) - Materials Management - Equipment Breakdown Reports - Approval Management - Task Templates - Compliance Auditing - Vendor Management - Reporting & Dashboards ## Top Fidelity Alternatives - [Limble](https://www.g2.com/products/limble/reviews) - 4.8/5.0 (678 reviews) - [MaintainX](https://www.g2.com/products/maintainx/reviews) - 4.8/5.0 (1,518 reviews) - [UpKeep](https://www.g2.com/products/upkeep/reviews) - 4.5/5.0 (1,091 reviews)