Ridgeline helps
investment managersspend more time on what matters
investment managers
traders
portfolio managers
relationship managers
executive teams
compliance officers
operations teams
Grow and retain assets while better managing investor relationships with trading, portfolio management, and CRM on a single, AI-enabled platform.
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Transforming business for forward-thinking asset management firms
Coho Partners calls changing to Ridgeline “an imperative” to stay competitive
“I spent years evaluating different vendors and nobody was good enough. But then I met Ridgeline. It’s the holy grail of everything that I was looking at.”
Brian, Partner
See all customer storiesClosing month-end 3 days sooner
Improved data and analytics processing
Refocused talent on value-driving work
Positioned to meet future unknowns
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The single platform that your firm's ambitions deserve
Universal team access
Single book of record
Security-first
Enterprise scale
Real-time data
Cloud Native
Your front, middle, and back office - all in one place
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AI at the Core
Ridgeline is uniquely positioned to lead the investment management industry in AI for the benefit of our customers.
AI-Embedded Platform
- Cloud native
- Universal data model
- Metadata-driven intelligence
AI-Empowered Team
- 100% of employees responsibly using AI tools
- Fast-track innovation with AI
- Responsible AI Board governs all initiatives
AI-Enhanced Value
- AI used only where it adds demonstrated value
- Ridgeline customers using AI since January 2024
- Fine controls let firms decide when and how to use AI
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Ridgeline in the News
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July 23, 2024
Saratoga RIM Transitions to Ridgeline for Investment Management Technology Needs
Bay Area asset management firm says the single, real-time platform exceeded expectations: “We couldn’t have designed it better ourselves.”
Press Release
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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.
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