Ridgeline's cloud platform connects formerly disparate and siloed core functions into integrated workflows across your front, middle, and back office.
Accelerate your business with one source of accurate, real-time data integration across the front, middle, and back offices.
Be confident knowing security and data protection is the foundation of every decision we make.
Ridgeline’s investment management software is designed to meet the demands of today and future-proof your firm for whatever comes next.
Collaborate seamlessly from the front to the back office.
With all core functions unified on a powerful cloud platform with a single real-time data set, Ridgeline removes the friction and inefficiency from your operations.
When your entire firm is operating on one integrated system, it’s easier to access critical client information, quickly respond to client needs, and spend more time adding value to your relationships.
Manage high volumes of accounts, sophisticated strategies, and finely-tuned investor customization at scale.
Our compliance engine is fully integrated throughout the investment management platform, allowing you to have more control and proactively reduce risk at the firm, account, and regulatory level.
Ridgeline's intuitive Reporting system allows anyone at your firm to efficiently view, analyze, and report on data - exactly how they want to see it.
Double-entry bookkeeping, a single set of real-time data, and a full general ledger mean you’ll always know where the data comes from and have quick access to details.
Trading is fully integrated with everything from Client Engagement and Accounting to Portfolio Management, Reporting, and Compliance, giving you the confidence you’re consistently executing with the most current information so you never miss a beat.