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The Industry Cloud Platform for Investment Management

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

Ridgeline’s investment management software helps firms 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.
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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.
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Digitally Transforming Investment Management Firms Across the U.S.

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Cloud Native

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

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Single Source of Truth

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

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

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

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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.

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Portfolio Management

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

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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.

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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.


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.

Award-Winning (But Just Getting Started)

Customer Testimonials

"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’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
“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
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