Product

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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Reporting

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

Platform Reporting screen
Platform Reporting screen
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

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