Tier1
Global leader in client relationship management software for capital markets and investment banking
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Verified Profile
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.
- Capital-markets
- Investment-banking-venture
- Investment-management
- English
Screenshot & Video
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
Tier1 Core Features
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Portfolio Management
- Reporting
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
Tier1 Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
No
Payment Frequency
-
Quote Based