The Industry Cloud Platform for Investment Management

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

Ridgeline’s investment management software helps firms that offer investment advisory services consolidate their:

Order Management System
Portfolio Management System
Client Relationship Management
Revenue Management

By unifying what are typically 4 separate mission-critical systems, we eliminate costly resource drain, operational headaches, and mismatched data.

Purpose-Built Industry Cloud Platform

Streamline Your Investment Management Operations

Gain a competitive advantage with Ridgeline’s unified cloud platform, purpose-built with modern technology that streamlines investment management operations. From portfolio management to order management and accounting, Ridgeline’s industry cloud platform prioritizes security, agility, and usability to empower firms like never before.

Digitally Transforming Investment Management Firms Across the U.S.

Cloud Native

Ridgeline's cloud platform connects formerly disparate and siloed core functions into integrated workflows across your front, middle, and back office.

Single Source of Truth

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

Security-First

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

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One System to Power Your Entire Firm

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.

Explore The Product

Revolutionize The Way Your Firm Operates With Our Cloud-Native Investment Management Platform

Client Engagement

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.

Portfolio Management

Manage high volumes of accounts, sophisticated strategies, and finely-tuned investor customization at scale.

Compliance

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.

Reporting

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.

Accounting

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.

Trade Order Management

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.