Tier1 Mobile Now 4+
Tier1CRM Inc.
Designed for iPad
-
- Free
Screenshots
Description
SS&C Tier1 is proud to be recognized as a multi-year award-winning Sell-Side Mobile Solution.
Stay informed on client activities with Tier1 Mobile Now. Prepare for upcoming meetings with a client by reviewing recent call reports, tasks, and meetings.
Access your clients key information on the road.
- Bio, tier, interactions, interests, company description, hierarchy, notes, and files.
- Relationships with others at your firm.
- LSEG ownership and profile data.
- Past and live deals, deals you have shown them.
Save time at the office by doing more on your phone or tablet.
- Manage your contacts and lists.
- 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.
Request a demo to learn how you can accelerate your firm’s digital transformation with optimized client relationship management.
What’s New
Version 2024.1.1
-Bug fixes to contact, account, and notes and files management screens due to Salesforce update
App Privacy
The developer, Tier1CRM Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Tier1CRM Inc.
- Size
- 106.1 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Tier1 Financial Solutions
- Price
- Free