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Tier1

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Software Status:Active

About Tier1

Tier1 is a client management software from SS&C Tier1 designed for asset management firms. It provides client onboarding, portfolio management, and performance reporting so firms can effectively manage their client relationships and investment strategies. The platform supports integration with various third-party systems and offers tools for compliance tracking and analytics. Tier1 is customizable, allowing firms to tailor the interface and functionalities to meet their specific needs. Key capabilities: client onboarding portfolio management performance reporting compliance tracking analytics Best for: asset management firms that need to manage client relationships and investment performance efficiently.

Tier1 Details

Vendor
SS&C Tier1
Year Launched
1986
Location
200 Front Street West Suite 2500 Toronto, ON M5V 3K2 Canada
Deployment
cloud, ios, android
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Japanese, Chinese, Korean, Arabic.
Users
Capital markets, corporate and investment banking, and investment management
Industries Served
Capital Markets, Investment Banking, Investment Management, Research, Sales and Trading, Financial Services
Tags
Banking Systems, Business Performance Management, Financial CRM, Hedge Fund, Investment Management, Lead Management, Sales Tracking.

Tier1's In-App Market Place

Does Tier1 have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), Eur (€), Gbp (£), Aud (A$), Jpy (¥), Cad (C$), Chf (Fr), Cny (¥), Rub (₽), Inr (₹), Try (₺), Zar (R).

Pros & Cons

  • User-friendly: Easy to learn and navigate, even for new users.
  • Excellent Customer Service: Responsive and helpful support team.
  • Rich Features: Offers a comprehensive set of features specifically designed for capital markets and investment banking .
  • Limited Reviews: There are only 3 reviews available on Capterra, making it difficult to get a well-rounded picture of user experience.
  • Potential Slowness: One reviewer (Nadine G. on Capterra) mentioned the software being a little slow, but anticipated a correction.
  • Learning Curve for New Features: Christopher R. on Capterra mentioned an end-user learning curve for a new Tier1 app.

Tier1's Support Options

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