Introducing New "Tier1 Mobile Now" gives users the edge to access relationships from anywhere, stay informed on clients activities and save time at the office along with all other favorite features and much more.
Access all your client lists and their information from anywhere:
- Bio, tier, company description, notes, and files.
- Relationships with others at your firm.
- Interests, public holdings data from Refinitiv.
- Past and live deals, deals you have shown them.
- Company hierarchy.
Prepare for upcoming meetings with a client by reviewing recent call reports, tasks, and meetings.
Save time at the office by doing more on your phone or tablet:
- Create and update your contacts from Refinitiv and Tier1 keeps your data up-to-date automatically.
- Keep your accounts and contact data clean with duplicate checks.
- Capture opportunities as soon as they come up. Log a call report and create a deal immediately after your meeting.
- Create a call report or update a deal and assign follow-up tasks to keep your team informed after a client meeting.
- Review your client files while in transit.
Access all your client lists and their information from anywhere:
- Bio, tier, company description, notes, and files.
- Relationships with others at your firm.
- Interests, public holdings data from Refinitiv.
- Past and live deals, deals you have shown them.
- Company hierarchy.
Prepare for upcoming meetings with a client by reviewing recent call reports, tasks, and meetings.
Save time at the office by doing more on your phone or tablet:
- Create and update your contacts from Refinitiv and Tier1 keeps your data up-to-date automatically.
- Keep your accounts and contact data clean with duplicate checks.
- Capture opportunities as soon as they come up. Log a call report and create a deal immediately after your meeting.
- Create a call report or update a deal and assign follow-up tasks to keep your team informed after a client meeting.
- Review your client files while in transit.
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