Reporting

Bring performance, operational, and client data together in reporting that’s easy to analyze, customize, and share.

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Reporting That Brings Your Data to Life

Ridgeline knows how critical Reporting is for client servicing, communicating across your firm, and meeting regulatory and operational requirements. That’s why we’ve created an intuitive Reporting system that allows anyone at your firm to view, analyze, and report on data - exactly how they want to see it and with greater operational efficiency.

Configurable Reports

Build operational reports that let you view performance data in the way that makes the most sense for your investment lifecycle. Pivot-mode functionality lets you quickly sort and filter details by selecting, removing, and repositioning columns.

Performance Measurement

  • GIPS compliant performance measurement

  • Daily, tax-lot Level IRRs, and historical Time Weighted Returns

  • Performance activity by security and hierarchy

  • Gross and net of fees

  • Contribution

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Operational Reporting

  • GIPS reporting and composite management

  • Persona-based dashboards

  • Core accounting and performance data sets

Client Statement Generation

  • Branded, pixel-perfect reporting output

  • Client report generation

  • Disclosure and commentary

Our Product
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Ridgeline unifies front-, middle-, and back-office workflows around a real-time system of record with embedded AI.
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Contact our team today for a demo, to answer any questions, and to learn more about how one unified platform can revolutionize how your firm operates.
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936 Southwood Blvd.
Incline Village, NV 89451
1250 Broadway - 14th Floor New York, NY 10001
9670 Gateway Dr. #200
Reno, NV 89521
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