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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.
TIER1 FINANCIAL SOLUTIONS
2008
Canada
  • Capital-markets
  • Investment-banking-venture
  • Investment-management
3 Industries
  • English
1 Language
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

Tier1 Core Features

Focus of Investment Management Feature
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Reporting
Focus of Stock Portfolio Management Feature
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
Focus of Hedge Fund Feature
  • Client Portal
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • Portfolio Analysis
  • Portfolio Management

Tier1 Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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