What is Tier1 Financial Solutions?

Tier1 Financial Solutions stands out as a premier provider of relationship management software tailored for investment banking experts, including those in corporate and investment banking and capital markets. By leveraging our platform, clients can enhance their productivity, mitigate risks, and boost return on investment for their customers. We facilitate seamless connectivity and provide essential tools and workflows that foster collaboration, transparency, and effective communication among participants in the capital markets and their clients. Our versatile developer toolkit, along with plug-ins and robust encryption from Salesforce, supports swift custom application development while ensuring the highest standards of security, adaptable coverage models, and specialized business logic pertinent to the industry. This comprehensive approach not only streamlines operations but also sets a benchmark for excellence in financial technology solutions.

Pricing

Price Overview:
Please call for pricing details

Integrations

Offers API?:
Yes, Tier1 Financial Solutions provides an API

Screenshots and Video

Company Facts

Company Name:
Tier1 Financial Solutions
Date Founded:
2008
Company Location:
United States
Company Website:
tier1fin.com
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Tier1 Financial Solutions Categories and Features

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Hedge Fund Software

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Banking Software

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

More Tier1 Financial Solutions Categories