---
description: Review of Tier1 Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Tier1 | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Hedge Fund Software](/directory/4146/hedge-fund/software) > [Tier1](/software/78477/tier1-financial)

# Tier1

Canonical: https://www.softwareadvice.co.uk/software/78477/tier1-financial

> SS\&C Tier1 is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction tracking, marketing automation, internal chat integration and segmentation.

Designed for businesses of all sizes, SS\&C Tier1 l’s CRM lets users manage and share documents with teams based on user access, ensuring enterprise compliance. It enables firms to streamline dashboard configurations and view client profiles and activity to improve workforce productivity. Additionally, the solution helps gain insights into prospect information and receive notifications about changes in the pipeline.

SS\&C Tier1 assists banking teams with workflow planning and scheduling to improve business performance. Pricing is available on request and support is extended via documentation, phone, email and other online measures.
> 
> Verdict: Rated **5.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 3 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: SS\&C Tier1
- **Location**: New York, US
- **Founded**: 2008

## Commercial Context

- **Pricing Details**: Please contact sales@tier1fin.com Please contact our helpful sales team at sales@tier1fin.com to discuss your requirements. Please fill out the form and one of our helpful sales representatives will be in touch. Thank you\!
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Client Management
- Collaboration Tools
- Compliance Tracking
- Contact Database
- Contact Management
- Core Banking
- Corporate Banking
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Dashboard

## Integrations (5 total)

- BlueMatrix
- FactSet
- LSEG Risk Intelligence
- Omnigage
- Salesforce.org Nonprofit Cloud

## Support Options

- 24/7 (Live rep)
- Chat

## Category

- [Hedge Fund Software](https://www.softwareadvice.co.uk/directory/4146/hedge-fund/software)

## Related Categories

- [Hedge Fund Software](https://www.softwareadvice.co.uk/directory/4146/hedge-fund/software)
- [Account Management Software](https://www.softwareadvice.co.uk/directory/3606/account-management/software)
- [Banking Software](https://www.softwareadvice.co.uk/directory/4216/banking-systems/software)
- [CRM for Startups](https://www.softwareadvice.co.uk/directory/3235/startup/software)
- [Business Performance Management Software](https://www.softwareadvice.co.uk/directory/4579/business-performance-management/software)

## Alternatives

1. [Salesforce Sales Cloud](https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews)
2. [Creatio CRM](https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews)
3. [Accelo](https://www.softwareadvice.co.uk/software/59422/accelo) — 4.5/5 (174 reviews)
4. [Bitrix24](https://www.softwareadvice.co.uk/software/128326/bitrix24) — 4.2/5 (984 reviews)
5. [Dynamics 365](https://www.softwareadvice.co.uk/software/106335/microsoft-dynamics-crm) — 4.4/5 (5811 reviews)

## Reviews

### "Excellent" — 5.0/5

> **Nadine** | *17 September 2019* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: The system was user friendly. Rep. excellent rep
> 
> **Cons**: Software was a little slow.  But anticipated correction
> 
> Very good presentation

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### "Great software" — 5.0/5

> **Carlynn** | *17 September 2019* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Easy to use good interface and support when needed.
> 
> **Cons**: I haven’t had enough time to fully explore it yet.
> 
> Sales has been amazing\!

-----

### "Tier1 Salesforce Apps" — 5.0/5

> **Christopher** | *18 September 2019* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Ease of implementing Tier1's Allegro app
> 
> **Cons**: End User learning curve on the new Allegro app
> 
> Amazing how it showed our users critical information about our clients all at once within our Salesforce Organization.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/78477/tier1-financial)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/marketing/tier1-financial-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/78477/tier1-financial> |
| en-GB | <https://www.softwareadvice.co.uk/software/78477/tier1-financial> |
| en-IE | <https://www.softwareadvice.ie/software/78477/tier1-financial> |
| en-NZ | <https://www.softwareadvice.co.nz/software/78477/tier1-financial> |

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