Tier1 Financial Solutions Security Engine
By Tier1CRM
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $5,000 per 1, one time
- Listed since
- 2023
About Tier1 Financial Solutions Security Engine
Reduce operation costs with Tier1 Security Engine
The Tier1 Security Engine empowers you to adhere to complex compliance regulations while leveraging capital markets and corporate & investment banking tailored workflows. Data security is critical to protect confidential client and financial information from external sources, internal employees, and various segments of business, as any of these can easily compromise corporate security policies.
Enriching the existing Salesforce data security model, Tier1 provides greater flexibility in securing client data from costly ethical wall breaches, and inadvertent information sharing. Distinguishing the critical data security needs of capital markets firms, Tier1 offers a solution that evolved to support the complexities of these mandated regulatory policies. This includes the ability to share data for those users covering an account or contact, constraining information to those working on the same initiative or project or limiting visibility of content to those participating in a deal or activity.
Highlights
- Configure a data ethical wall between the private side of the wall and public side of the wall. Optionally configure wall crossing workflows for research analysts to work on deals.
- Share data such as tasks, meetings, call reports, deals, trades based on coverage to ensure a need-to-know basis.
- Flexible configuration options to share data based on ad-hoc defined teams, Salesforce role hierarchy, and add custom objects to coverage-based sharing.
- Configuration console to help system administrators and support to manage and monitor security engine settings.
Screenshots

Pricing
Paid, from $5,000 per 1, one time.
| Plan | Price | Billed |
|---|---|---|
| Professional Services | $5,000 per 1 | One time |
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on June 28, 2023
- Industries
- Financial Services
- Languages
- English