Transforming business for asset management firms all over the U.S.

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 stories
Closing month-end 3 days sooner
Improved data and analytics processing
Refocused talent on value-driving work
Positioned to meet future unknowns
Quote Author

The unified platform that your firm's ambitions deserve

The Ridgeline Platform
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

Client Engagement

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.

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.

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.

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.

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.

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

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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