Ridgeline started where other companies could not: with a clean sheet of paper and a bold question, “How can technology make this experience better?”
We’ve reimagined every core back-, middle-, and front-office function and how they could work together in a single platform to more effectively drive the investment lifecycle.

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Portfolio Management

Implement Investment Ideas with More Efficiency

Discerning investors turn to you seeking customization and insight that can't be found with off-the-shelf mass consumption assets. The challenge is that customization can be time consuming and bog down workflows as you scale. Ridgeline is built to enable firms to manage high volumes of accounts, sophisticated strategies, and finely-tuned investor customization – without compromising on speed or service. And with a single book of record feeding the whole system with the same data in real-time, you can rely on the accuracy of any position.

Mass Customization without Complexity

Manage complex strategies at scale while easily executing and reconciling orders and trades. Access firm-wide exposures, portfolio composition, and historical performance analytics in the same system. Then, set investor-specific rules to automate processes like compliance mandates, investor preferences, and tax loss harvesting.

Work in a Sandbox

Construct portfolios with all asset types using your choice of target allocation order creation and model-based workflows. Create draft allocation runs and see simulated results prior to creating a trade order without impacting current positions. Then, review any compliance flags and send a draft trade order to Trading with a click.

Platform Portfolio Construction Screen
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Proactive Notifications

Ridgeline helps you monitor dispersion and compliance issues so you can keep accounts aligned to their assigned strategies and rules with less effort. Proactive alerts mean you can immediately see if an account drifts outside of a model’s set tolerances or violates a compliance rule – and then resolve it in a few clicks.

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We look forward to giving you a customized demo of the Ridgeline platform.
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