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Ridgeline wins Frost & Sullivan's 2023 Best Practices Award for "Technology Innovation Leadership: Cloud Platform for Investment Management"

About Ridgeline

Ridgeline wins Frost & Sullivan's 2023 Best Practices Award for "Technology Innovation Leadership: Cloud Platform for Investment Management"

About Ridgeline >

What's it like to be a Ridgeline customer? Check out these stories of transformation in their own words.

What's it like to be a Ridgeline customer? Check out these stories of transformation in their own words.

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5 Questions Every Asset Manager Should Ask a Tech Vendor - Before You Commit

5 Questions Every Asset Manager Should Ask a Tech Vendor - Before You Commit

Read Now >

The investment management platform you’ve been waiting for

Elevate your entire business with one front-to-back solution

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Meet Our Customer: Seizert Capital Partners

See Their Story

Trusted by diverse asset management firms all over the U.S.

"We’ve looked at so many vendors and nobody is going to do what you guys are doing. It’s just amazing."

• Ridgeline Asset Management Customer

"Ridgeline opens up so many possibilities for us to serve our end clients better and, ultimately, help them have a great financial life."

• Ridgeline Asset Management Customer

“We look at other systems, they just don’t solve our problems like Ridgeline will.”

• Ridgeline Asset Management Customer

“Ridgeline is reading our minds and it’s been therapeutic.”

• Ridgeline Asset Management Customer

“We’ve been in the industry for over 20 years. The energy the Ridgeline team has brought to the process has made us all excited."

• Ridgeline Asset Management Customer

Trusted by diverse asset management firms all over the U.S.

“Ridgeline allows us to be quicker, to be sure that we have the right information, and to eliminate cost.”

Hear from Our Customers >

“Ridgeline is going to take us into the future.”

Watch Seizert’s Story >

Ridgeline Customer

“Ridgeline will allow us to scale.”

Hear from Our Customers >

“Ridgeline is at the forefront of unlocking innovation across our industry.”

Hear from Our Customers >

“To grow, we need a better system. We never found that sweet spot until Ridgeline.”

See Argent’s Story >

$1-87B

Firms’ AUM Range

100%

Are GIPS Compliant

30

Avg. Custodians

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Platform overview image

One Unified Platform

Cloud Native

Experience the flexible and future-proof public cloud architecture that’s a game-changer from dated legacy tech

Single Source of Truth

Accelerate your business with
one source of accurate, real-time data integrated across the front, middle,
and back office.

Security-First

Be confident knowing security and data protection is the foundation of every decision we make

Your front, middle, and back office - all in one place

Client Engagement

Portfolio Construction

Trading

Compliance

Reconciliation

Portfolio Accounting

Reporting

Revenue Management

Workflow Management

Client Engagement

With a 360-degree view of client information, you can quickly access critical portfolio and performance information, respond promptly to investor needs, and efficiently onboard new clients.

Client Management

Portfolio Construction

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.

portfolio construction

Trading

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.

Compliance

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.

Reconciliation

Start each day with confidence. Leverage a trusted custodial data network and reconciliation engine to reconcile start of day cash, positions, and tax lots.

Portfolio Accounting

Ensure accurate records and easy access to detailed portfolio accounting information with a double-entry, multi-currency, multi-asset accounting engine.

Portfolio Accounting

Reporting

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.

Revenue Management

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.

Revenue Management

Workflow Management

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.

Workflow Management

Why Ridgeline®?

Taking The Long View

Our heritage, resources, and long-term thinking allow us to build the future in a way no one else can.

Learn About Ridgeline

Industry Expertise

Experts and leaders from across the financial technology industry have joined Ridgeline because they see our potential to transform the industry

Meet Our Leadership

Purpose Built

We’ve drawn on decades of experience to reimagine core systems from scratch. Creating a platform purpose-built for today’s investment management industry puts our customers a step ahead of tomorrow.

Check Out the Product

Recent Awards

Inc. Best Workplaces 2021

Glassdoor Best Places to Work 2021

Frost and Sullivan_Award

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Platform Overview Screenshot

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 the way your firm operates.