Tier1ACE Ownership Data is available as a SaaS solution that requires no additional hardware.
Tier1CRM works with multinational, enterprise and mid-sized customers.
CIBC, Cowen and Company, National Bank Financial, Telsey Advisory Group, TD Securities
Tier1ACE Ownership Data is a sales prospecting and analytics tool that works inside Salesforce to build better relationships with clients through online intelligence. At the start, users can search through an online database of over 144,000 contacts and pull up information on their portfolios, purchases and ownership trends. The program can then upload a select list directly into Salesforce and populate accounts and profiles with contact information. The system constantly updates its database with all contact profile detail changes, and users have access to information on over 19,000 institutions and 22,000 mutual funds. Lastly, Tier1ACE Ownership Data can scour the web for information on currently listed Salesforce leads and add information to their profiles.
Tier1CRM was founded in 2008 and is headquartered in Toronto.