Unified Data

Save yourself from exports, workarounds, and the risks of stale data. Ridgeline provides a single, real-time source of truth across the front, middle, and back office.

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One System of Record for the Entire Firm

Bring portfolios, positions, cash, clients, and mandates into a single system of record. Your entire firm gains access to the same live IBOR, so you never have to question which system is right.

With one set of books, you replace duplicate entry and point-to-point feeds with a clean, shared foundation.

Why the Next Wave of Asset Management ROI Starts with Unified Platforms

Learn more about how unified, AI-native platforms help asset managers cut costs, retire legacy systems, and unlock new ways to maximize ROI.

Automation You Can
Rely On

Enjoy robust and reliable automation with every workflow drawing from the same structured data.

Rebalancing, compliance checks, reporting, and billing all execute against current, consistent information rather than stale snapshots or stitched-together reports.

This gives AI the context it needs to produce quick and accurate results every time.

Less Reconciliation and Fewer Breaks

Free yourself from the noise of reconciling across multiple systems. Ridgeline aligns custodian, broker, and internal data with the unified model, reducing avoidable breaks at the source.

Intelligent matching rules handle expected differences, while true exceptions surface instantly so teams can resolve them in place and move on.