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Ridgeline helps
investment managersspend more time on what matters
Grow and retain assets while better managing investor relationships with trading, portfolio management, and CRM on a single, AI-enabled platform.
Transforming business for forward-thinking asset management firms
Saratoga Research & Investment Management says "Ridgeline gives us time back."
“Responding to client needs quicker, faster cash investments - Ridgeline gives us time back to work on things that move the business forward”
Travis Hanson, CFO
See all customer stories
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The single platform that your firm's ambitions deserve
Your front, middle, and back office - all in one place
With a 360-degree view of client information, you can quickly access critical information, respond promptly to investor needs, and allocate more time to adding value and nurturing relationships.
Manage portfolios at scale regardless of complexity, including multi-currency with multiple asset classes. Take advantage of built-in functionality for complex modeling, block orders, quick orders, and drift monitoring/rebalancing.
Manage, execute, and settle trades through robust electronic trading functionality that includes an integration with NYFIX, dark pools, and broker algos. Access all post-trade activity in a single dashboard tracking CTM matches, local matches, and FIX allocation status.
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A fully-integrated, configurable compliance engine gives you enhanced control to meet client requirements and the ability to proactively mitigate risk at the firm, account, and regulatory levels on both a pre- and post-trade basis.
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Start each day with confidence. Leverage a trusted custodial data network and reconciliation engine to reconcile start of day cash, positions, and tax lots.
Ensure accurate records and easy access to detailed portfolio accounting information with a double-entry, multi-currency, multi-asset accounting engine.
Ridgeline’s enterprise reporting unlocks your data, providing you configurable views, reports, dashboards and actionable analytics. Easily generate reports including portfolio performance, contribution and attribution, branded client statements, a full suite of operational reports, and manage and report on your GIPS Composites, all within Ridgeline’s intuitive UI.
Invoices and fees reside alongside your client information and seamlessly integrate with accounting, performance calculations and reporting. Configure fee details, create configurable billing rules, calculate and generate invoices, and receive payments - all with the same system you’re using for everything else.
Orchestrate and automate tasks and actions across your unified front, middle and back office workflows. Notifications are delivered in context within the application, or to your inbox, and provide transparency and visibility to help you achieve the next level of efficiency.
Ridgeline AI: Intelligence to Power Your Firm's Future
Unlocked Data
Instantly pull data and create reports from across Ridgeline’s all-in-one platform in real time with Ridgeline AI.
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Supercharged Efficiency with Agents
Let agentic digital coworkers handle repetitive tasks and multiply your firm’s capacity while you stay focused on higher-level work.
Total Control
Built-in controls ensure you’re always in charge, allowing you to tailor AI across the platform or turn it off entirely.
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Ready to see for yourself?
Contact our team today for a demo, to answer any questions, and to learn more about how one unified platform can revolutionize how your firm operates.
Request Demo
