AI Agents
Your digital coworkers automate routine work, proactively surface actions, and help move decisions forward. Chat with them anytime in plain language to quickly review progress, flag priorities, or approve the next step.
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Digital Coworkers Built for Investment Management
Ridgeline AI Agents are domain‑specific digital teammates that work directly in your existing workflows.
They learn from your data and past decisions to spot patterns, suggest actions, and execute approved steps — always within your firm’s permissions and controls.
A dedicated dashboard shows what each agent has done, what it’s proposing, and what still needs human review.
How AI Agents Are Changing Asset Managment
Ridgeline VP of AI Alex Benke breaks down what AI agents are, how they work, and how Ridgeline customers are using them today.
Reconciliation Agent
Simplify the last mile of reconciliation with an agent that analyzes remaining breaks after rules have run, groups similar items, and recommends bulk resolutions.
The agent learns how your team typically handles different break types, then suggests the same actions for new cases to save hours of manual clicking.
You stay in control by reviewing, accepting, or overriding those suggestions, transforming the reconciliation grind into a quick daily review.
Client Management Agent
Elevate client relations with an agent that continuously scans emails, call reports, and meeting notes to surface follow‑ups, client requests, and service items that might otherwise get buried.
You’ll receive clear, actionable proposals to help relationship teams stay on top of every commitment.
Once approved, the agent creates and tracks those items in Ridgeline, giving you a clean, auditable trail of what was promised and delivered.
Compliance Agent
Accelerate post‑trade review with an agent that gathers relevant context, summarizes potential issues, and drafts recommended decisions or notes for each item. Instead of hunting through multiple screens, you can see the key facts, rationale, and suggested next step in one place.
Every recommendation still requires explicit sign‑off and is logged alongside your existing audit trail, so you gain speed without loosening controls.
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“Ridgeline’s rapid advancement of AI agent development is unparalleled in our industry. These tools will empower our team to focus on higher-impact workflows that drive value for our clients.”
Adam Oreglia
“There’s just so many enhancements that are coming from a client management standpoint in Ridgeline, whether it be dashboards or agents or just the overall transparency that’s provided by the system.”
Jill Fuller
“We see Ridgeline’s AI agents as a valuable addition to our internal operations by enhancing task efficiency and streamlining workflows, allowing us to focus on higher-value initiatives.”
