Tier1
4.5
Description
SS&C Tier1 is a cloud-based CRM solution specifically designed for the unique demands of capital markets and investment banking. It empowers professionals in Corporate & Investment Banking, Research, Sales & Trading, and Investment Management ...
Use Cases
Key Features
- Activity Tracking
- Access Controls/Permissions
- Activity Dashboard
- Calendar Management
- Alerts/Notifications
- API
Made For
Industries
- Investment Banking
- Capital Markets
- Asset Management
- Hedge Funds
- Private Equity
Customer Segments
- Small Businesses
- Mid-size Businesses
- Large Enterprises
Supported Platforms
- Web
- Mobile
Pros
- Industry-Specific Focus: Tailored to the unique needs of capital markets professionals.
- Comprehensive Feature Set: Offers a wide range of features for client management, deal tracking, and marketing automation.
- Strong Security: Built with a capital markets-grade security engine to ensure data protection.
Cons
- Potential Complexity: May require significant training and configuration to fully utilize all features.
- Integration Dependency: Reliance on integrations with other systems (e.g., Salesforce) could create dependencies.
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Current average rating is based on research conducted at Exafol