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Fidelity PMS

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Software Status:Active

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

Vendor
MAIS Information Systems
Year Launched
1989
Location
MAiS Information Systems Inc. Leskoškova cesta 10, 1000 Ljubljana Slovenia- EU
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Japanese, Chinese
Users
Property Manager, Front Desk Staff, Housekeeping Supervisor, Maintenance Technician, General Manager
Industries Served
Hotels, resorts, spa and wellness properties, conference venues, bed and breakfasts, and other hospitality businesses requiring comprehensive property management solutions.
Tags
Hotel software, property management system, PMS, reservations, guest CRM, billing and cashiering, housekeeping management, reporting and analytics, multi-currency, multilingual, group bookings, integrated hotel systems.

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

Free trial
Free version
Request a quote
Promo Offer

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

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