--- 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: '2026-09-22' 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 Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users highlight the **ease of use** of Fidelity, noting its user-friendly interface and helpful support. (2 reviews) - Users appreciate the **helpful customer support** of Fidelity, making issue resolution easy and efficient. (1 reviews) - Users find the **mobile app superior** to the website, enhancing the overall experience with contributions and ease of use. (1 reviews) - Users appreciate the **prompt notifications** from Fidelity, enhancing their overall user experience with timely actions. (1 reviews) **What users dislike:** - Users find the **end-of-reports confusion** challenging, especially those new to managing their 401k accounts. (1 reviews) - Users report significant **implementation delays** and manual processes that lead to frequent mistakes and frustrating experiences. (1 reviews) - Users find the **learning curve challenging** , especially with confusing reports when navigating 401k investments. (1 reviews) - Users face **limited features** that complicate manual contributions, leading to mistakes and difficulties in implementation. (1 reviews) - Users find the **manual data entry** process tedious and prone to errors, complicating the overall experience. (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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** March 09, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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 our firm. If we have an issue, it can most times 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, transferred all funds from the old account to the new account, and put restrictions on the new account. Fidelity's 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.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 11, 2019 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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=2026-09-26+18%3A26%3A56+-0500&secure%5Bsession_id%5D=dc169232-ba28-4ebc-9246-20ea47386fd5&secure%5Btoken%5D=b2346b63d7e08d63bf55e4c5dc177ac890e0f0a18c37ba729cde1b6dcde6ee6d&format=llm_user) ## 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 - Task Management - Equipment Maintenance - Predictive Maintenance - Document Management - Inspection Management - Compliance Management - Technician Management - Asset Lifecycle Management - Calibration Management - Calendar Management - Inventory Management - Key & Lock Management - Safety Management - Job Management - Audit Management - Customizable Reports - For Mechanical Equipment - Fixed Asset Management - Dispatch Management - Purchase Order Management - Contact Management - Workflow Management - Purchase Order Management - Historical Reporting **Additional Functionality** - Monitoring - Barcode/Ticket Scanning - Audit Trail - Scheduling - Billing & Invoicing - Facility Scheduling - Inventory Tracking - Automated Scheduling - AI Copilot - Reporting & Statistics - Mobile Access - Alerts/Notifications - Cost Tracking - Generative AI - Maintenance Scheduling - Real-Time Data - Task Scheduling - API - Barcoding/RFID - Service History - Equipment Tracking - Third-Party Integrations - Asset Tracking - Document Storage - Multi-Location - GPS - Reminders - Customer Database - Customizable Forms - Customizable Fields - Warranty Tracking - Reporting/Analytics - Activity Tracking - Access Controls/Permissions - Data Import/Export - Inventory Control - Real-Time Notifications - Budgeting/Forecasting - AI Summarization - Chatbot - Resource Allocation - Downtime Tracking - Workflow Automation ## Top Fidelity Alternatives - [Limble](https://www.g2.com/products/limble/reviews) - 4.8/5.0 (689 reviews) - [MaintainX](https://www.g2.com/products/maintainx/reviews) - 4.8/5.0 (1,572 reviews) - [UpKeep](https://www.g2.com/products/upkeep/reviews) - 4.5/5.0 (1,106 reviews)