SS&C Tier1 for Capital Markets & Investment Banking
By Tier1CRMSales
- Rating
- 5.0
- Reviews
- 12
- Pricing
- Paid
- From $80 per user per month
- Listed since
- 2006
About SS&C Tier1 for Capital Markets & Investment Banking
Capital Markets. Corporate & Investment Banking.
SS&C Tier1 is a leading global client relationship management solution designed specifically for capital markets and investment banking professionals to accelerate client engagement. The Tier1 platform goes beyond CRM, including data, analytics, and consulting to provide a robust offering from advanced analytics, insights, process automation and collaboration tools to risk management.
Request a demo: https://tier1fin.com/demo/
Highlights
- Tier1 for Capital Markets & Investment Banking Capture, manage and analyze complex client-related data, then leverage into smart, seamless relationship management, workflow and compliance solutions for research, sales and trading.
- Access, analyze and communicate in real-time, anywhere, even via mobile. Tier1 facilitates information management and optimizes deal team knowledge sharing, workflows, scheduling, reporting and deal tracking.
- Tier1 allows users to: - Customize workflows with powerful automation tools - Maximize efficiency and drive growth - Get advanced analytics & client insights - Embedded compliance, security engine, flexible architecture
Screenshots
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Pricing
Paid, from $80 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $80 per user | Monthly |
Tiered pricing available based on the product modules selected and the number of users.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 29, 2021
- Industries
- Financial Services
- Languages
- English
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