Tier1
Global leader in client relationship management software for capital markets and investment banking
Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.
2008
Canada
- Capital-markets
- Investment-banking-venture
- Investment-management
- English
Industries
- Capital-markets
- Investment-banking-venture
- Investment-management
Licensing & Deployment
- Open Source
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
Support
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Whitepapers
Media
Tier1 Core Features
Focus of Investment Management Feature
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Portfolio Management
- Reporting
Tier1 Pricing
Pricing Type
- Contact Vendor
Preferred Currency
- USD ($)
Free Version
- No
Payment Frequency
- Quote Based
