![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
IF

Verified User in Financial Services

Enterprise (\> 1000 emp.)

9/18/2022

"Easy to understand user interface"

5/5

What do you like best about Fidelity PMS?

The most helpful about Fidelity PMS is the evaluation and analysis flow and presentation. It is the best part as it guides first-time users on how to work through the software. Review collected by and hosted on G2.com.

What do you dislike about Fidelity PMS?

I sometimes feel that they can enhance their presentation's graphing side, amend the use of commands/tabs, and reduce those as sometimes we are clicking unnecessarily to reach the goal. Review collected by and hosted on G2.com.

What problems is Fidelity PMS solving and how is that benefiting you?

I work in the Financial Planning business segment, and it helps me present the client's needs and requirements and I benefit from it by getting more customer interaction and business Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

See what 1 reviewer thinks of Fidelity PMS

5.0 out of 5 · Verified reviews from real users

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