Client Engagement

Ridgeline is designed to reduce data entry and accelerate taking action with accurate, current investment details. All of your client information is maintained in the same system as the trading, portfolio accounting, and reporting services so the whole team has on-demand access to the latest client information.

Not only is it easier for client teams to pursue and convert new opportunities, new clients only need to be onboarded into Ridgeline once for all users within the firm to access. Create a new client or partner profile, set up new portfolios and their investment mandates, select compliance rules, and connect custodians – since all of these "events" are published across Ridgeline, client portfolio details are immediately accessible from every part of the platform.

Minimize the time needed to find and act on key pieces of client information. Initiate and fulfill common client and partner service requests; and automate service case workflow with alerts, approvals and tasks.

Ridgeline’s foundation for Client Engagement is a traditional financial services party model that includes entities such as contacts, companies/organizations, households, and partner relationships. We marry our party model with an extensible portfolio-custodian account model that includes adding multiple portfolios, sub-portfolios (including unsupervised assets), and custodial accounts. This facilitates reporting, billing and invoicing, and trading for both clients and groups of portfolios.