fidelity investments

Fidelity is a privately-owned investment manager focusing on a diverse set of customers. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Asset Management, Finance, Financial Services, Retirement and Wealth Management. They are a very large team, 5,000+ people, which usually shapes who they work with. Bigger vendor, more process. Budget time for procurement.

fidelity investments is based in Boston, Massachusetts and around since 1946. Their site is fidelity.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

The facts above come from public company records. The score will come from people like you. Used fidelity investments? Rate it.