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Tier1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM software for capital markets & investment banking.
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Tier1 - 2026 Pricing, Features, Reviews & Alternatives


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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
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
Tier1 reviews
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- Ease of use
- Features
- Customer support
- Likelihood to recommend9.67/10
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Tier1's features
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Tier1 alternatives
Tier1 pricing
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User opinions about Tier1 price and value
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Tier1 integrations (4)
Top integrations
Tier1 support options
Typical customers
Platforms supported
Support options
Training options
Tier1 FAQs
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







