Tier1 Financial Solutions iOS App

The Tier1 Mobile App is designed to work with, and licensed under the terms of use of the Tier1 Application Suite. It gives you everything that you need before you walk into a meeting – all at your fingertips. You can log a Call Report by voice as soon as you leave the meeting, and the coverage team will be notified immediately. All of your notes are auto-saved as they are being entered so that you never lose data, and changes that you make offline are updated as soon as you regain service. Like all Tier1 products, Tier1 Mobile has Capital Markets grade security features. You aren't tied to a desk, and your CRM solution shouldn't be either.

Core features include:
- Covered Contact and Account lists
- Dynamic lists
- Plugin support
- View your interactions, call reports, meetings and tasks
- Quick sorting
- Optimized searching
- Add Contacts and Accounts
- View and add dynamic related lists (ACE Cubes)
- Log Interactions with Team Notifications
- Create robust, streamlined Call Reports
- Create and assign Tasks to Team members
- Lookup Contact and Account websites, locations on map
- Full access to coverage and cached date when offline
- Create Interactions and Call Reports when offline
- Integrated with Salesforce1