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SS&C Tier1 for Capital Markets & Investment Banking

By Tier1 Financial Solutions

Capital Markets. Corporate & Investment Banking.

Starting at $80   USD/user/month
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Industries
Financial Services
Business Need
Sales
Sales Productivity
Sales Intelligence
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

SS&C Tier1 is a leading global client relationship management solution designed specifically for capital markets and investment banking professionals to accelerate client engagement.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
Supported browsers https://docs.tier1fin.com/docs/supported-browsers-and-devices

App Details

Version
T1C Base/CC 4.0, Deals 4.0 2.587.0
Listed On
09/08/2006
Latest Release
03/02/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 105
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.587.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/29/2021

Additional Details

SS&C Tier1 is a leading global client relationship management solution designed specifically for capital markets and investment banking professionals to accelerate client engagement. The Tier1 platform goes beyond CRM, including data, analytics, and consulting to provide a robust offering from advanced analytics, insights, process automation and collaboration tools to risk management. Request a demo: https://tier1fin.com/demo/

Need help?

Tier1 Financial Solutions

Toronto, Ontario, Canada

Support is provided by the SS&C Tier1 Customer Success Team. https://support.tier1fin.com/ support@tier1fin.com

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