Using Fidelity - track performance?

dunstonh

Perhaps a bit off-topic, but how exactly is it dated?
I thought it looked quite "swish".

The processing is old fashioned and lacking a lot of detail. You may tart up the front end but the backend needs a lot of work.

I don't think you are the first person who has stated on this forum that Fidelity looks dated.... but I am at a loss as to who looks better, and what their platform looks like.

I suppose I have seen a good number of them and I compare it to those. A lot of the issues I have with them are intermediary related. Everything just takes so much more work. If you only have a multi-asset fund, its not really an issue. If you want to run a portfolio on it, then its a lot of hard work.

bigadaj

dunstonh wrote: »

The processing is old fashioned and lacking a lot of detail. You may tart up the front end but the backend needs a lot of work.



I suppose I have seen a good number of them and I compare it to those. A lot of the issues I have with them are intermediary related. Everything just takes so much more work. If you only have a multi-asset fund, its not really an issue. If you want to run a portfolio on it, then its a lot of hard work.

Hard work?

Didn't realise ifas were doing manual labour now.

BananaRepublic

If you want bad, take a look at the L&G pension fund platform. The Aegon one is pretty bad too. I could not figure out how to transfer into a given fund, as the code in the drop down list bore no relation to the fund name, or rather it could match to many.