getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Tier1 Logo

CRM software for capital markets & investment banking.

Table of Contents

usersusersusers

Is this product right for your business?

Find out with a

Tier1 - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Tier1 overview

What is Tier1?

SS&C Tier1 is a cloud-based customer relationship management (CRM) solution that helps businesses manage processes related to client interactions, relationship management, and support to increase their productivity. Key features include contact management, interaction tracking, client segmentation, marketing automation, and internal chat integration. Tier1 provides a centralized view of client interactions, workflow-optimized experiences, and prompted insights to drive revenue-generating engagements – with a capital markets-grade security engine to ensure data security. Serving the unique needs of Corporate & Investment Banking, Research, Sales & Trading, and Investment Management professionals, Tier1 advances client relationships and workflows with data-driven insights across desktop and mobile devices, empowering collaboration, transparency and communication.

Key benefits of using Tier1

Empowers research, sales & trading and banking teams to maximize revenue proactively managing client relationships at speed of digital

Facilitates information management & optimizes deal team knowledge sharing, workflows, scheduling, reporting & deal tracking

Facilitates all corporate access activities through event management platform

Provides pre-built integrations with our partners, allowing you to link, incorporate, and visualize externally sourced data directly in your CRM application

Optionality for operational digital transformation; seamless integrations through SFDC’s AppExchange

Starting price


Alternatives

with better value for money

Tier1’s user interface

Ease of use rating:

Tier1 reviews

Overall rating

5.0

/5

3

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.67/10
Rating distribution

5

4

3

2

1

3

0

0

0

0

Tier1's features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
Alerts/Notifications
API
Calendar management
Calendar sync
Client management
Collaboration tools
Compliance tracking
Contact database
Contact management
Core banking
Corporate banking
CRM
Customer database
Customizable fields
Customizable reports
Customizable templates
Dashboard
Data import/export
Drag & drop
Email management
Email marketing
Email templates
Financial analysis
Financial management
For hedge funds
For investment advisors
For investors & traders
Fund management
Interaction tracking
Internal chat integration
Investment banking
Investment management
Marketing automation
Mobile access
Pipeline management
Portfolio management
Prospecting tools
Real-Time data
Real-Time monitoring
Real-Time reporting
Relationship Tracking
Reporting & statistics
Reporting/Analytics
Risk management
Role-Based permissions
Rules-Based workflow
Sales reports
Search/Filter
Secure login
Securities management
Segmentation
Task management
Team Assignments
Third-Party integrations
User management
Visual analytics
Workflow management

Tier1 alternatives

Tier1 logo

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Salesforce Sales Cloud logo
visit website

Starting from

25

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Creatio CRM logo
visit website

Starting from

25

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Zoho CRM logo
visit website

Starting from

14

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Tier1 pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Tier1 price and value

Value for money rating:

Tier1 support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

24/7 (Live rep)
Chat

Training options

In Person
Documentation
Live Online
Webinars

Tier1 FAQs

Q. What type of pricing plans does Tier1 offer?

Tier1 has the following pricing plans:
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Tier1?

Tier1 has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Tier1 support?

Tier1 supports the following languages:
English


Q. Does Tier1 support mobile devices?

Tier1 supports the following devices:
Android, iPad, iPhone


Q. Does Tier1 offer an API?

Yes, Tier1 has an API available for use.


Q. What other apps does Tier1 integrate with?

Tier1 integrates with the following applications:
Salesforce.org Nonprofit Cloud, BlueMatrix, LSEG Risk Intelligence


Q. What level of support does Tier1 offer?

Tier1 offers the following support options:
24/7 (Live rep), Chat

Related categories