About Fidelity PMS
Fidelity PMS is a portfolio management software from Fidelity Institutional Wealth Services that provides tools for investment management. It includes investment performance reporting, risk analysis tools, and compliance monitoring so users can make informed investment decisions. The software supports multiple asset classes and integrates smoothly with various custodial platforms, allowing for simplified data management. Users can easily customize reporting to meet client needs and access real-time market data for timely decision-making. Key capabilities: investment performance reporting risk analysis tools compliance monitoring real-time data access customizable reporting Best for: financial advisors and wealth managers that need comprehensive investment management solutions.
Fidelity PMS is a comprehensive property management system designed for hotels, resorts, guesthouses, and multi property hospitality businesses. It provides a full suite of functions to manage reservations, front desk operations, billing and invoicing, housekeeping, cashiering, and back office work, all within one integrated system that scales from small inns to large city hotels and chains. The software supports unlimited room types, multiple rate plans, and detailed manager and market reports that help track performance, optimise service delivery, and reduce costly errors like overbooking, while its flexible architecture allows it to be customised to match different business models and operational needs. Fidelity PMS also includes multilingual support and a multi currency accounting system, making it suitable for international properties, and it can connect with third party systems such as accounting packages and point of sale terminals for a more connected technology environment. In addition to core PMS capabilities, the broader Fidelity suite extends into areas like restaurant and banquet management, guest loyalty programs, and online booking tools, providing properties with more ways to streamline workflows and enhance guest experiences.
Pros & Cons
- +Handles both small inns and large hotels or resort complexes with scalable support.
- +Flexible configuration and customisation allow adaptation to different organisational needs.
- +Real-time room planning speeds up front desk processes.
- +Strong reporting and analytics support decision-making and performance tracking.
- +Interfaces with many subsystems like accounting, POS, locks, and telephony for integrated operations.
- −Independent user reviews and detailed feature comparisons are limited, making evaluation less transparent.
- −Pricing isn’t publicly published, which can slow initial assessment.
- −Depth of modern UX features like mobile check-in or CRM automation is not clearly documented.
- −May require training or consultancy to configure custom reports and user-definable elements.
- −Cloud-based SaaS version is available, but many deployments may still be hybrid or on-premise, affecting flexibility.
Features
Key features
- Comprehensive Property Management System; Full featured hotel PMS designed for single or multiple properties, adaptable to different hotel environments.
- Real-Time Room Plan; Graphical interface shows availability and occupancy for fast reservation planning.
- Customisable and Flexible; User definable fields, reports, night audit, languages, and installation parameters to fit unique business needs.
- Multilingual and Multi-Currency Support; Handles different languages, currencies, and formats for global operations.
- Integrated Interfaces; Works with back office, POS systems, door locks, telephone, minibar, energy systems, and distribution channels.
Additional features
- Reservation Management; Bookings for individuals, groups, companies, and travel agents, plus handling of no-shows and cancellations.
- Guest Profiles and History; Stores full guest demographic data, preferences, statistics, and company or agent details.
- Group Management; Centralised group booking, check-in, check-out, room assignment, and billing.
- Cashiering and Payments; Multiple cashier numbers, multi-currency transactions, deposits, credit cards, and direct billing.
- Accounts Receivable; City ledger, invoicing, account aging, and payments tracking.
- Back Office Tools; Night audit, revenue management, billing, backup, and restore functions.
- Room and Housekeeping Management; Availability, housekeeping status, maintenance, and room diagrams.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Fidelity PMS
Fidelity PMS is a portfolio management software from Fidelity Institutional Wealth Services that provides tools for investment management. It includes investment performance reporting, risk analysis tools, and compliance monitoring so users can make informed investment decisions. The software supports multiple asset classes and integrates smoothly with various custodial platforms, allowing for simplified data management. Users can easily customize reporting to meet client needs and access real-time market data for timely decision-making. Key capabilities: investment performance reporting risk analysis tools compliance monitoring real-time data access customizable reporting Best for: financial advisors and wealth managers that need comprehensive investment management solutions.
Fidelity PMS Details
Fidelity PMS's In-App Market Place
Does Fidelity PMS have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥)
Pros & Cons
- Handles both small inns and large hotels or resort complexes with scalable support.
- Flexible configuration and customisation allow adaptation to different organisational needs.
- Real-time room planning speeds up front desk processes.
- Strong reporting and analytics support decision-making and performance tracking.
- Interfaces with many subsystems like accounting, POS, locks, and telephony for integrated operations.
- Independent user reviews and detailed feature comparisons are limited, making evaluation less transparent.
- Pricing isn’t publicly published, which can slow initial assessment.
- Depth of modern UX features like mobile check-in or CRM automation is not clearly documented.
- May require training or consultancy to configure custom reports and user-definable elements.
- Cloud-based SaaS version is available, but many deployments may still be hybrid or on-premise, affecting flexibility.
Fidelity PMS's Support Options
Email Address
fidelitypms.support@fidelity.comContact
1-800-544-6666Documentation
https://www.fidelity.com/pms/support/documentationCommunity Forums
https://community.fidelity.comFidelity PMS's Alternatives
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