# Fidelity Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Fidelity Software - reviews, pricing plans, popular comparisons to other Asset Tracking products and more. Source: https://www.capterra.com/p/160249/Fidelity --- # Fidelity Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 24, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Fidelity ## What is Fidelity? A web-based asset and spend management solution that keeps asset, budget, spend and accounting data on one application. ## What is Fidelity used for? [Asset Tracking](https://www.capterra.com/asset-tracking-software/) Top alternative Featured Overall rating Based on 8 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Fidelity?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://asseco.com&name=Fidelity) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Fidelity 4.5 (8) VS. [4.8 (1,025)](https://www.capterra.com/p/179296/GetMaintainx/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (8) Ease Of Use 4.8 (1,025) Value For Money 4.3 (3) Value For Money 4.7 (943) Customer Service 3.0 (4) Customer Service 4.8 (963) ## Fidelity alternatives [4.8 (751)](https://www.capterra.com/p/162600/Limble-CMMS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (138)](https://www.capterra.com/p/136727/Reftab/reviews/) Starting price $31.25 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (1,543)](https://www.capterra.com/p/124047/EZOfficeInventory/reviews/) Starting price $65.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.6 (136)](https://www.capterra.com/p/42537/Calibration-Management-Software/reviews/) Starting price $199.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/160249/Fidelity/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Tracking 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Audit Trail 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Inventory Management 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Track and manage inventory levels to maintain proper supply Reservations Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Barcoding/RFID 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Identify and track items using barcode tags or RFID (radio-frequency identification) tags Disposal Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Plan when and how to dispose of outdated or decommissioned assets Fidelity 9 features Track and document all activities across devices, networks, and other systems A record of all activities within the system, including user access, changes made, etc. Identify and track items using barcode tags or RFID (radio-frequency identification) tags Track the status of assets and whether they're checked in or out Track and manage the decline in value of assets and plan for improvements Plan when and how to dispose of outdated or decommissioned assets Track and manage inventory levels to maintain proper supply Identify the physical location of an individual, asset, device, etc. Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Get Advice We can help you find the software with the features you need. Features 4.5 (8) 4.5 Based on 8 reviews ## Pricing Value for money 4.3 (3) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.3 (3) 4.3 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.0 (4) 3.0 Based on 4 reviews ## User reviews Overall rating 4.5 Based on 8 reviews Filter by rating 5(4) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent WA Will A. Financial Advisor Financial Services ### "Custody for everything" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 July 5, 2022 Pros I like that my clients and I have access to almost any investment they could want Cons I wish there were more statement customization options Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RA Ruzanna A. Self employed Retail ### "Investors everyday helper " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 March 27, 2022 Fidelity satisfies all my needs for investing in stock market Pros I like the most that I easily can place future trade orders at the desired price and not to worry about monitoring stock rates during the day. Cons Software totally satisfies my everyday needs Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BB Brandon B. Territory Manager Financial Services ### "Starts with Fidelity!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 12, 2021 Pros I’ve used the program for over 4 months. You can do an array of different things with it. From investments to retirement. Cons There are some things you can only do online versus on the app. It would be nice if you could gain more traction with the phone apps. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Social Strategist Entertainment ### "Fidelity is a good place to start for spend management solutions" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 9/10 August 25, 2021 Pros What I like about Fidelity is that it tracks investments and stock options well. It's nice that they have live training and documentation. Cons I feel as if Fidelity is somewhat user friendly but could use some work with their asset tracking. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SK SHREYAS K. Software engineer Information Technology and Services ### "Fidelity review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 July 22, 2021 Excellent tool for investment and portfolio management. Pros Effective investment management Portfolio distribution Cons UIUX can be more intuitive Encountered some issues with single sign on Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Jack H. Senior Technician Higher Education ### "Integration done well" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 8, 2021 Fidelity can save a great amount of time and expense in all areas of asset management, and allows management to be more focused into one area of responsibility. Pros Fidelity allows us to put multiple areas of asset management all in one simple web platform, which saves us time and expense. The best part of the functionality for me is the ability to receive automated SMS alerts. Cons There is a steep learning curve as the breadth of the software's focus is quite broad, however, user interface is nice. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User BDR Computer Software ### "Fidelity is alright" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 November 20, 2020 Pros It does a good job of displaying how much money you have allocated to 401K, how much the company has matched, etc... Also keeps checking in via email. Cons Not that well designed can be a bit confusing to navigate at times. For example, it took me a while to determine how much I had put aside in one year for my 401K . Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Sr. Test Engineer I Transportation/Trucking/Railroad ### "Easy to use tools, but can get expensive" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 November 3, 2020 So far so good. Time will tell. I just have to make sure to watch the usage so that billing doesn't get out of hand, otherwise the software has been great! Pros I love the features of the software. There are numerous high-quality research tools to use. They have trading ideas along with detailed fundamental data and even charts. You can do US and international trades and it is easy to use. Cons The costs can get expensive if you use this software a lot. Also, you can't simply open an account digitally which was a disappointment. Switched from [ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/160249/Fidelity/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)