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Integrations

Connect Ridgeline to market data, custodians, trading venues, CRM, and analytics through robust APIs and managed integrations that keep data flowing reliably in both directions.

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Market and Reference Data You Can Rely On

Ridgeline integrates with leading market data providers to bring in real-time and end-of-day pricing, corporate actions, index values, FX rates, and instrument reference data.

Support includes Bloomberg, ICE Data Services, FactSet, Telemet, and others to ensure valuations, benchmarks, and analytics stay accurate without manual price updates.

Custodian and Account Data Without Manual Uploads

Through the Custodian Data Network and the Transmissions Hub, Ridgeline ingests holdings, transactions, cash balances, and tax lots from hundreds of custodians and direct feeds from major clearing firms.

Files are validated, normalized, and routed into the platform for automated reconciliation and reduced need for custom loaders and spreadsheet imports.

Trading Connectivity from Execution to Settlement

Ridgeline supports FIX-based connectivity to brokers, dark pools, execution management systems, and post-trade matching, as well as SWIFT integration for confirmation and affirmation workflows.

Orders can be routed electronically, filled across multiple destinations, and matched downstream with executing broker and trader identifiers captured for traceability.

Packaged Integrations to Accelerate Time to Value

For common use cases, Ridgeline provides packaged integrations managed through the Integrations Hub. Offerings include Microsoft Outlook and Microsoft Teams connectivity, 13F and 13G reporting, ACA GIPS outbound, Abel Noser and GTA Babelfish TCA feeds, and more, with pre-defined recipes that can be configured and monitored directly in Ridgeline.

APIs for Customer Architectures

For firms that want to extend the platform further, Ridgeline exposes a broad set of APIs so internal teams and partners can integrate proprietary systems, data warehouses, and client portals without brittle, one-off pipelines.

This allows Ridgeline to sit at the center of a modern architecture, with integrations that are observable, scalable, and designed to evolve over time rather than locked into a single generation of tools.

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“There’s definitely a more engineer friendly approach to Ridgeline with all of the APIs being open, being documented and everything having a proper data structure with primary keys.”

Daniel Pilcic
Software Developer,
Navellier
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“The main issue that we had that Ridgeline is solving is just simply being on one system. We had multiple systems and we were not cloud based, which we are now. [We had] multiple systems that had to interact with each other on a daily basis – so imports and exports all day long, multiple times a day, which we no longer have on the Ridgeline platform.”

Wendy Kunze
Portfolio Administrator
Seizert Capital Partners
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“Every time we added an integration, we added a huge amount of overhead and we were running out of bandwidth to maintain all of these integrations.”

Adam Oreglia
Director of IT
Saratoga Research & Investment Management
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