--- title: "Tier1 Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Tier1 Software - reviews, pricing plans, popular comparisons to other Lead Management products and more." source_url: "https://www.capterra.com/p/185566/Tier1CRM/" page_type: "product" language: "en" --- # Tier1 Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 6, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Tier1 ## What is Tier1? Global leader in CRM software for capital markets & investment banking. SS&C Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. SS&C Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike. ## What is Tier1 used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Tier1?[Manage this product listing](https://www.g2.com/products/ss-c-tier1-tier1/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Tier1 5.0 (3) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.0 (18,145) Value For Money 5.0 (3) Value For Money 4.0 (12,831) Customer Service 4.7 (3) Customer Service 4.1 (14,063) ## Tier1 alternatives [4.5 (178)](https://www.capterra.com/p/225762/Accelo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## FAQs about Tier1 Overview ### What company size and specific industries is Tier1 built for? Tier1 is designed for organizations in capital markets, corporate and investment banking, and investment management. The description does not specify company size, so it appears aimed at firms in these financial services sectors rather than a particular small, mid-market, or enterprise segment. Features and Usability ### What are the key features of Tier1? Tier1 offers automation, CRM, deal management, and pipeline management for sales and client tracking. It also includes portfolio management, investment management, risk management, and financial analysis, plus dashboard, reporting and analytics, access controls, data security, compliance tracking, and third-party integrations. Integrations ### Which third-party tools and platforms does Tier1 integrate with? Tier1 connects natively to BlueMatrix, FactSet, LSEG Risk Intelligence, and Salesforce.org Nonprofit Cloud. These integrations cover research, financial data, risk intelligence, and nonprofit CRM workflows, giving Tier1 a focused set of four third-party platform connections. Getting Started and Support ### What training and onboarding options does Tier1 offer? Tier1 provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, and documentation offers written reference material for self-paced review and setup steps. Getting Started and Support ### What customer support options does Tier1 offer? Tier1 provides 24/7 live rep support and chat. These channels let users reach support at any time and get help through direct conversation. No reviewer feedback is available for support experience, so only the listed channels can be confirmed. ## Features AI summary Based on 5,388 Lead Management reviews Capterra data shows that buyers of Lead Management software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **CRM** (**47%**) - **Lead Capture** (**42%**) Tier1 supports **Contact Management** and **CRM**, giving sales teams a central place to organize prospect details and manage customer relationships throughout the pipeline. However, it does not offer **Lead Capture**. Instead, it provides other important capabilities that reviewers also value, including **Pipeline Management** (**38%**), **Reporting/Analytics** (**37%**), and **Interaction Tracking** (**36%**), helping businesses monitor deal progress, review performance data, and keep a clear record of prospect activity. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Automation Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. Tier1 61 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Client Management: Manage contact details and communication with clients - Cloud: Provides Cloud deployment options (private or public cloud, hybrid cloud). - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Core Banking: Back-end system that processes daily banking transactions and posts updates to accounts and other financial records. - Corporate Banking: Banking that services corporate customers, from SMBs to multinational enterprise corporations with large financial stakes. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Hedge Funds: Designed for Hedge Funds - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Investment Banking: Division of banking that assists individuals or organizations raise capital and provide financial consulting services. - Investment Management: Manage and handle financial assets as well as other investments. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Login: At least a username and password is required to access the system - Securities Management: Develop, document, and implement policies & procedures to protect an organization's assets. - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 5.0 (3) ### Starting price Free trial not available Value for money 5.0 (3) 5.0 Based on 3 reviews ## Integrations [ Salesforce.org Nonprofit Cloud](https://www.capterra.com/p/265078/Salesforceorg-Nonprofit-Cloud/)[ FactSet](https://www.capterra.com/p/176269/FactSet/)[ LSEG Risk Intelligence](https://www.capterra.com/p/185117/LSEG-Risk-Intelligence/)[ BlueMatrix](https://www.capterra.com/p/210475/BlueMatrix/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CR Christopher R. Systems Administrator Financial Services ### "Tier1 Salesforce Apps" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 18, 2019 Amazing how it showed our users critical information about our clients all at once within our Salesforce Organization. Pros Ease of implementing Tier1's Allegro app Cons End User learning curve on the new Allegro app Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CF Carlynn F. Director Financial Services ### "Great software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 17, 2019 Sales has been amazing! Pros Easy to use good interface and support when needed. Cons I haven’t had enough time to fully explore it yet. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NG Nadine G. Administrative Assistant Financial Services ### "Excellent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 17, 2019 Very good presentation Pros The system was user friendly. Rep. excellent rep Cons Software was a little slow. But anticipated correction Switched from [Follett Aspen SIS](https://www.capterra.com/p/141500/Aspen/) Mandatory by Management Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.