---
title: Fidessa Reviews
meta_title: 'Fidessa Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Fidessa works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-21'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Fidessa Reviews
**Vendor:** Fidessa  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Fidessa
Fidessa's Investment Management Solution enables mid- to large-tier asset managers to meet sophisticated requirements across regions and asset classes with a comprehensive, functionally rich, high-performance, end-to-end platform




## Fidessa Reviews
  ### 1. Middle Office / Trade Support Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 25, 2019

**What do you like best about Fidessa?**

Focused on sell side Market Making and Trading. Adaptable software. 

**What do you dislike about Fidessa?**

Not much to dislike. Sometime takes too time to make system changes. 

**What problems is Fidessa solving and how is that benefiting you?**

All sell side equity trading requirements. 


## Fidessa Discussions
  - [What is Fidessa used for?](https://www.g2.com/discussions/what-is-fidessa-used-for)

- [View Fidessa pricing details and edition comparison](https://www.g2.com/products/fidessa/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-13+21%3A09%3A34+-0500&secure%5Bsession_id%5D=09054f14-ffdc-452d-abaf-7ef0757f6d1a&secure%5Btoken%5D=6846d21a44d3e25138e20b79a54db4bc3400c0d22d5197324344bc4d45dfdb0d&format=llm_user)

## Fidessa Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

## Top Fidessa Alternatives
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  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)