Am I the only broker appalled at the lack of useful functionality on the Fidelity FundsNetworks website?
At first glance, its fund evaluator looks like a really valuable tool – until you want to retain its ouput as evidence of fund research, that is.
You cannot export the results to Excel. You cannot print the page. You cannot even copy and paste into a Word document.
Confronted with this level of uselessness, I rang Fidelity to ask how the data could be saved. Its suggestion? You could try a screen print. Great idea – except that if you have more than seven funds in the table, the whole table does not appear on one screen. The Fidelity “adviser” I spoke to was even confused as to why I would want to have a hard copy anyway. I guess they never heard of retaining research on file in case of regulatory inspection or client query.
Director, Park Financial
Response from Fidelity: “We would like to thank Mr Harper for his feedback and appreciate his frustration with the lack of print/save facility he has illustrated. We would like to assure him his request to include this functionality is on our list of priorities for future implementation. We are always keen to understand how we can improve the user experience and adviser feedback has been and will continue to be integral to this process.”