Partners

SALESFORCE

Tier1 augments the Salesforce platform to support the unique requirements for CRM in the investment banking and markets segments of the financial services industry.

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments – including marketing, sales, commerce, and service – a single, shared view of every customer.

ANALEC

SS&C Tier1 & ANALEC are excited to launch 2025 with their new partnership. This collaboration introduces a turnkey, out-of-the-box solution designed for firms in research sales, trading, and investment banking. By combining Tier1's robust CRM capabilities with ANALEC’s specialized offerings, we are providing a powerful alternative to meet the evolving demands of Capital Marketing and Banking.

REFINITIVE

LSEG Data & Analytics, formerly Refinitiv, is an American-British global provider of financial market data and infrastructure.

The company was founded in 2018 as a subsidiary of Thomson Reuters, which then sold a 55% stake to Blackstone Group LP in August 2018. In October 2019, Blackstone and Thomson Reuters announced the sale of the company to London Stock Exchange Group. LSEG completed the US$27 billion purchase from the two previous owners in late January 2021, and Refinitiv is now a subsidiary of LSEG.

CIA OMNIGAGE

Clients can streamline communication, using features such as CIA Omnigage’s Click-to-Dial directly within Tier1. CIA Omnigage’s Click-to-Dial saves users nearly 12 minutes for every 10 calls made and an hour for every 50 calls. By the end of a full work week, this translates to almost an entire extra day of time saved that can be repurposed toward servicing clients and developing research.

CIA Omnigage specializes in communications technology for the capital markets. CIA Omnigage’s unified platform is supported by a global infrastructure that delivers click-to-dial, voice/SMS chat/email blast and conferencing solutions. It integrates seamlessly with any commercial CRM or internal system to track client interactions and provides regulatory compliant reporting.

Trusted by capital markets for more than two decades, CIA Omnigage’s 24-hour customer service center is staffed by experienced industry professionals ensuring clients benefit from the fastest, most reliable and flexible services available.

Learn more at www.callcia.com and follow CIA Omnigage on LinkedIn and Twitter.

FACTSET

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 126,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.

We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune’s 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France.

Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow on Twitter.

BLUEMATRIX

BlueMatrix provides the global investment research community with bespoke solutions and services to manage the complete information lifecycle. Our technology is designed to eliminate friction across the authoring, dissemination, consumption, and evaluation processes to facilitate the equitable and secure exchange of critical insights and support a comprehensive digital content strategy.

Nearly 1,000 research providers, investment firms, and corporations use our ecosystem to improve internal collaboration, minimize their regulatory risk, and publish investment research, both point-to-point and via more than 14 global and local distribution channels, to more than 400,000 research consumers. With its co-founders still at the helm, BlueMatrix brings more than 20 years of experience and expertise to the market. Learn more at bluematrix.com or follow us on LinkedIn.

Read more about Tier1 and BlueMatrix

OPENFIN

OpenFin is now Here™. Tier1 can utilize Here’s web-based operating system to provide a desktop app experience and provide interoperability to other applications. This enables cross-functional application support for a continuous exchange of information.

Move Fast. Break Nothing. Here is the financial industry’s operating system, enabling rapid and secure deployment, native experience and desktop interoperability. Used by the largest industry players through to the newest of FinTech innovators, Here deploys more than 1,000 desktop applications across 200,000 desktops in more than 1,500 buy-side and sell-side firms in 60+ countries. Learn more at openfin.co.

SILVERLINE

Tier1 partners with Silverline to provide deep industry expertise for technical implementation, data, and compliance workflows for sales, trading, and investment banking.

Silverline is a Salesforce Platinum Partner offering strategic Advisory services, Salesforce implementation, Salesforce Managed Services, and more. Silverline combines strategic advisory, technical implementation, and ongoing managed services to help client achieve the maximum value with the Salesforce Platform.