Overall, the suite of products seems to be of high caliber. I have some doubts about the CRM work-flow templates. (If they exist, they are not easy to locate.) There might be some popular features found elsewhere that users will miss here. In design and functionality, at least, WealthCentral is quite appealing. But of course, the devil is in the details, and my short trial was insufficient to uncover any bugs that may lurk beneath the surface. Will the platform stand up to the demands of advisors when the platform is rolled out to the entire Fidelity client base? Only time will tell, but if it does, WealthCentral should attract a large number of users over time.

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