SS&C Tier1 for Capital Markets & Investment Banking

The best Capital Markets suite of applications!

Have been using, implementing and customizing their applications since 2010. Great company, smart people and products that meet almost all Capital Markets needs.

Great vendor to work with

Tier 1 is a great vendor to work with.

Great company with great products

Great company, great product, and great support.

Powerful, flexible and great support

We have been using this product for our sell side Research department for almost two years now. It is light years ahead of our old tool, and is highly configurable. Integrates well with other vendors which is a nice bonus. Everyone at Tier1 that we are in contact with (including their senior management) is accessible, responsive and puts solutions into action. They have some real ‘wizards’ on their team that we are fortunate to work with. Highly recommend.

Well Evolved Product, Phenomenal Team

As a strategic consultant with ~20 years in the Capital Markets industry, I have watched as this product has evolved over the years. CRM is a very challenging product as often it can be seen as a 'nuisance' for some users, a dictated necessity to others, whereas those that appreciate the bigger picture see its ability to capture and share critical information across an organization - ultimately helping Analysts, and Salespeople build their own mini-businesses and improve their relationships with their clients. In my opinion, the current version of Tier1 Ace is a great platform to interface with and capture the most relevant client relationship data without burdening the user with too much fancy functionality. Built on the backbone of the Salesforce infrastructure, the Tier1 Ace environment is an excellent interface custom designed for the Cash Equities vertical. I have seen many different CRM platforms deployed in firms ranging from bulge bracket to boutique; In all cases, long-term 'success' requires a mix of factors, not the least being that the technology works as expected, has good response time and is built upon a well-designed interface. Of coarse there are many other intangibles, and that has much to do with the working relationship between the production team(s) and the vendor. The Tier1 platform is run by a team that is extremely dedicated and knowledgeable; our experience working with them on this project has been nothing short of fantastic. They went above and beyond during our extensive platform upgrade and assisted with all sorts of tasks including data cleanup/conversion, report planning and much more. The real test of coarse was post-deployment support, and the team continues to respond and assist in a most dedicated fashion. I look forward to the opportunity to working with the Tier1 team on future engagements and highly recommend the team a a partner in your sell-side CRM program.

Capital Markets CRM 'Gold Standard'

We launched on Salesforce and the ACE suite at the beginning of 2010. Tier 1 were a critical factor during that implementation and have remained key to our adoption and expansion ever since. Their products are innovative and offer considerable control to users without compromising the automation and data integrity constraints you would expect of a centralised CRM. Setup, permissioning, and use cases are more flexible than I have seen from competitors, greatly reducing management and administrative overhead during launch and regular use. Tier 1 repeatedly demonstrate commitment to their core products through regular enhancement schedules that incorporate a variety of customer suggestions. The ACE suite is continually innovated with new workflows, data, and analytics. ACE has also proved highly flexible for integration with other applications developed by other Salesforce vendor partners, and systems we have integrated via custom work. Their products are backed by an exceptional team that is professional, helpful and responsive. They have excellent knowledge and provide outstanding support, both from a pure application perspective via training and on special projects. The Tier 1 team have proved invaluable to the business' ability to maximise the value of the Salesforce platform. I would highly recommend the ACE suite, and partnership with Tier 1, to any capital market firm seeking a CRM solution.

Great Product, Excellent Customer Service

Our sell-side equity group was looking to update our in-house CRM with a powerful and cost-effective platform, we found it with Tier1CRM. Our team is spread across continents and time-zones, and the ACE List Manager allows real-time access to the latest interactions between our team and the institutions we cover, significantly improving the quality of the service we provide. It has significantly reduced the amount of time our users spend on administrative tasks by automating many of the typical capital markets and research workflows. The ACE Event Manager has allowed us to consolidate our various marketing and roadshow calendars, where everyone has a real-time view of our activity around the world. The intuitive interface has meant that user adoption has been very high with minimal disruption to day-to-day responsibilities, and the seamless integration with other services (phone dialers, holdings, research distribution, etc.) is a plus. The tool has given management both a deeper level of insight of into the service provided as well as the efforts of our team. As other reviewers have mentioned, Tier1CRM's team was extremely professional and helpful throughout the implementation process, and their excellent customer service has continued post go-live. If your firm is looking to update or implement a Capital markets CRM, I would highly recommend the platform and the Tier1CRM team.

Replacement for BIOD for equities research

Tier 1 provided an excellent service. The new replacement page is a faster and cost effective solution and works way better than the BIOD Reports. Their developers are quick are efficient. Very little turn around time and high quality.

Great experience and migration

Tier1CRM's team provided outstanding customer service and worked with my team to construct an ideal and cost effective platform. The ability to customize interests and build our own data set over time is incredibly valuable and our management now has far more access to information on our clients around their interactions and demands on our resources relative to compensation. I would highly recommend the platform to anyone looking for something new and improved in Capital Markets CRM.

Accurately Maps Out Workflow Specific to Capital Markets

If you're seeking to build an application that efficiently automates many of the functions of a capital markets employee, then take a look here first. We've rolled out the ACE app with much fanfare without the need to build from scratch. Intuitively designed UI makes easy for the user to navigate. Nice touches such as ability to quickly search interests and view interaction details on mouse-over. Well received by our users.