Fidelity Pricing Score & Analysis
Asset Tracking Software
Pricing score
Fidelity is a cloud-based church management software designed to help churches track membership, finances, and activities. It supports contributions, attendance, and reporting to simplify administration and communication.
Main features:
- Membership and contact management
- Contribution and donation tracking
- Attendance tracking
- Event and activity management
- Built-in reporting and analytics
Fidelity up to 50% off
Unlock special pricing on Fidelity with Spendbase
Product Overview
Fidelity (on this Capterra page) is a software platform designed for insurance and financial services organizations to manage policies, clients, and related operations. It typically supports workflows such as policy administration, claims handling, billing, and customer data management, helping firms improve accuracy and efficiency in their back-office processes.
Teams or departments likely to be interested include underwriting, claims management, finance and accounting, customer service, and operations or administration. IT and compliance teams may also be involved in evaluating and implementing the system, since it affects data integrity, reporting, and regulatory adherence across the organization.
Fidelity up to 50% off
Unlock special pricing on Fidelity with Spendbase
INSIGHTS
Plan highlights
Core Investing Tier
Our internal data shows that this tier suits individual investors and small teams starting with Fidelity. Includes zero‑commission U.S. stock and ETF trades, basic research tools, standard support, and access to Fidelity mutual funds for straightforward, low‑cost portfolio building.
Active Trader Tier
Our internal data shows that this tier targets trading‑focused teams and advisors. Adds advanced trading platform access, options trading, real‑time data, margin accounts, and enhanced order types for higher‑frequency trading while keeping per‑trade costs competitive with major U.S. brokerage peers.
Advised Portfolio Tier
Our internal data shows that this tier fits growth‑oriented teams seeking managed portfolios. Pricing aligns with average digital advisory (around 0.30%) and full‑service advisory (around 1.00%) peers. Includes professional portfolio management, planning tools, discretionary rebalancing, and periodic strategy reviews.
Institutional & Workplace Tier
Our internal data shows that this tier is best for larger companies and institutional teams. Combines retirement plan administration, recordkeeping, compliance support, participant education, and institutional‑grade investment menus, with pricing benchmarks derived from leading 401(k) and institutional service providers.
INSIGHTS
How much does Fidelity typically cost?
These are the publicly listed prices — our deals are even better
 |
Basic
For individual investors and very small teams starting with Fidelity-style services |
Standard
For small teams and retail investors needing core brokerage features |
Professional
For active traders and advisory firms requiring advanced tools and support |
Enterprise
Custom solutions for large institutions and enterprises |
|---|---|---|---|---|
|
Monthly cost
Per User |
$0
|
$10
|
$25
|
Custom pricing
|
|
Monthly cost
Total (50 users) |
$0
|
$500
|
$1,250
|
Custom pricing
|
|
Annual cost
Per User |
$0
|
$120
|
$300
|
Custom pricing
|
|
Annual cost
Total (50 users) |
$0
|
$6,000
|
$15,000
|
Custom pricing
|
Spendbase price
|
$0
|
$3,000
50% off |
$7,500
50% off |
Custom pricing
|
Calculated based on data for a company of 50 people - for individual calculations
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SaaS SAVINGS AND WINS
Our customers save up to 39% on software - you can too
We saved over $500k and got SaaS visibility
Global IT Manager
Spendbase has been a game-changer for us. Their platform helps tech companies like ours to slash SaaS and cloud bills by up to 35%
Chief of Stuff, BRIDGE IN
I had no idea you can get huge discounts for most SaaS subscriptions
CEO and Co-founder, Sellestial
They worked exactly like we do—efficiently and professionally. They completely offloaded the hard work from our shoulders
Operations Director, WithU
With Spendbase.co, we locked in 10–15% savings on several of our main SaaS tools. If SaaS spend is a major cost for you, they’re a strong partner.
VP of Operations at Seven Peaks
We saved over $500k and got SaaS visibility
Global IT Manager
Spendbase has been a game-changer for us. Their platform helps tech companies like ours to slash SaaS and cloud bills by up to 35%
Chief of Stuff, BRIDGE IN
I had no idea you can get huge discounts for most SaaS subscriptions
CEO and Co-founder, Sellestial
They worked exactly like we do—efficiently and professionally. They completely offloaded the hard work from our shoulders
Operations Director, WithU
With Spendbase.co, we locked in 10–15% savings on several of our main SaaS tools. If SaaS spend is a major cost for you, they’re a strong partner.
VP of Operations at Seven Peaks
Features & Benefits with Discount Lens
See what you get — for less
Detailed feature comparison table with tier benefits Text here for the second row
Comprehensive Investment And Retirement Platform
Fidelity centralizes brokerage, retirement, and savings accounts in one environment, giving teams a unified view of portfolios, tax-advantaged plans, and long-term investments. This consolidation simplifies oversight for finance leaders and reduces the complexity of managing multiple providers or manual investment tracking.
Discount impact
Organizations gain clearer visibility into total assets, enabling better long-term planning, more accurate financial modeling, and stronger retirement benefits that help attract and retain talent while minimizing administrative overhead.
Robust Research And Analytical Tools
The platform offers deep market research, screeners, and portfolio analytics that help users evaluate funds, equities, and ETFs with institutional-grade detail. For a spend management context, this supports better allocation decisions, risk assessment, and performance benchmarking against internal policies and external market conditions.
Discount impact
Decision-makers reduce guesswork in capital deployment, optimize asset allocation, and align investment choices with risk appetite, resulting in more predictable returns and stronger support for strategic business initiatives.
Intuitive User Experience And Onboarding
Fidelity’s interface is designed to be accessible for both experienced investors and non-financial employees, with clear navigation, structured workflows, and guided onboarding. This is key when rolling out benefits or investment programs across a diverse workforce with varying levels of financial literacy.
Discount impact
Organizations see higher employee adoption, fewer support tickets, and reduced training time, allowing finance and HR teams to focus on strategic work instead of hand-holding users through basic operational tasks.
Advanced Account Management And Self-Service
Users can independently manage contributions, transfers, and allocations, as well as access statements and tax documents without heavy administrator involvement. For companies, this self-service model significantly decreases manual processing and reduces dependency on internal finance teams for routine account requests.
Discount impact
Self-service capabilities cut operational friction, lower administrative costs, and shorten cycle times for common account changes, improving employee satisfaction and freeing internal teams to focus on higher-value financial optimization.
Responsive Support And Educational Resources
Fidelity backs the platform with responsive customer support and extensive educational content, helping users understand investments, retirement strategies, and account features. This is particularly valuable for organizations wanting to elevate financial literacy without building their own training function from scratch.
Discount impact
Employees make more informed decisions, reducing the risk of errors and support escalations. Companies benefit from fewer compliance concerns, better engagement with retirement plans, and a stronger overall benefits experience.
