The Intelligence and Insights That Drive Relationship ROI

Tier1 connects you to your clients and colleagues, with the critical information to optimize every interaction. Our smart technology platform lets you manage data, action plans and outcomes any time. Anywhere.

Investment Management

Solutions

Investment Management

Collaborate on and Facilitate the Right Meetings

Sell-side and buy-side relationship dynamics are shifting due to a desire to improve workflows, comply with ever changing regulations, and optimize overall efficiency. Focused on capturing strategic opportunities amidst cost pressures, the buy side demands greater control over and efficiency in managing events – from origination to team collaboration to logistics.

Tier1 delivers the tools, connectivity, and workflows to empower collaboration, transparency, and communications, eliminating the most common inefficiencies associated with corporate access, event management and client engagement. Our solution streamlines corporate access workflows to improve connectivity and the ability to consume events from the Street. Our system matches the right investment professionals and portfolio managers to the right events and tracks all activity for analysis and compliance.

With Outlook integration, real-time Exchange Server integration and configurable dashboards, Tier1 improves the ability to collaborate more efficiently with sell-side partners, keeping everyone’s calendar up to date. Augmenting the Salesforce infrastructure, we provide a fast, secure and configurable platform. Our buy-side CRM capabilities serve the needs of investment managers today.