Tier1crm
Tier1CRM Inc. is a Toronto-based company specializing in customer relationship management solutions tailored for the financial industry. It offers a suite of products, including Tier1ACE, which features tools for sales and trading, corporate and investment banking, and fund wholesaling. By enhancing the Salesforce platform, Tier1CRM provides a secure and flexible environment that supports the unique needs of research, sales and trading, investment banking, and investment management professionals. With a focus on improving productivity, reducing relationship risks, and enhancing customer return on investment, Tier1CRM serves over 19,000 users globally, fostering collaboration and communication within the institutional financial ecosystem. The company operates as a subsidiary of Systemware Innovation Corporation.
Satuit Technologies, Inc. is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit Technologies software provides support for sales, lead management, client service and retention, compliance and client reporting. The firm has over 20 years of experience providing clients across the globe with their CRM and reporting solutions.
CaseWare International Inc., founded in 1988 and based in Toronto, develops and markets accounting and audit software solutions for accounting firms, governments, and corporations. The company’s product portfolio includes CaseWare Working Papers for audit engagements, CaseWare Financials for financial statements, and CaseWare SmartSync for real-time collaboration. It also offers IDEA, a data analysis tool that enhances audits and identifies control breakdowns, alongside Alessa, which addresses financial crime and compliance needs. Additionally, CaseWare provides cloud-based solutions, including CaseWare Cloud for collaborative work and AnalyticsAI for artificial intelligence-driven analysis. With a user base exceeding 400,000 across 130 countries, CaseWare aims to improve productivity and decision-making through innovative and secure technological solutions. The company also offers support and training services and operates RiskSpace, an online community for risk management resources.
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