Tier1ACE for Capital Markets is a specialized on-demand (SaaS) CRM product for equities / debt capital markets – including List management, a Roadshow Marketing Calendar, Interest & Holding tracking, Research Preferences, Conference Management, telephony and access to 200,000 buy-side owners via detailed Thomson data. Tier1ACE is delivered via the world leading SaaS CRM platform: Salesforce.com.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
Pivotal CRM for Financial Services is a powerful industry-specific customer relationship management solution for firms that want to use CRM strategically—to model, enhance, and streamline their unique sales, marketing, and customer service processes, not dictate them. Pivotal CRM addresses the...
GoldMine CustomerIQ for Wealth Management is a whole-product solution designed specifically for the financial services market. GoldMine CustomerIQ for Wealth Management includes custom features and functionality geared toward helping you take your custome