Congress Asset Management
The $23B firm selected Ridgeline to modernize its investment and trade lifecycle: “The value we’re seeing is immeasurable.”
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Solutions That Empower the Entire Firm
Ridgeline is built for the complex workflows of teams across the investment lifecycle, from institutional firms to wealth managers.
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Intelligent Automation
Automate core work and instantly surface exceptions.
Frictionless Collaboration
Align teams with real-time data across your firm.
Elastic Operations
Scale operations without adding systems or headcount.
Relentless Innovation
Stay current with new capabilities delivered weekly.
Who Ridgeline Is Built For
We talked to hundreds of investment firms across roles to make sure we built a platform that could handle each team’s unique requirements today and into the future.
Traders
Manage orders from one blotter with live data, compliance checks, and connected execution.
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Compliance Officers
Monitor, test, and enforce investment rules with automated pre‑ and post‑trade checks.
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Operations Teams
Automate reconciliations, corporate actions, and workflows so exceptions surface early and resolve fast.
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Portfolio Managers
Manage complex, multi‑account portfolios with real‑time data and guided rebalancing.
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Relationship Managers
Serve clients faster with live portfolios, activities, and documents in one place.
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Executives
Get insights on firm-wide growth, risk, and profitability on one platform.
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“By modernizing our workflows, our teams will be able to provide an even greater level of client service and engage in higher value, more interesting work. ”
“Every second counts and it’s paramount to our success to get through the day as efficiently as possible. As we gain efficiencies with Ridgeline, the payback will be extra time to really focus on what is important. The value we’re seeing is immeasurable.”
“Ridgeline provides a powerful foundation for our ambitious growth plans. As we continue to broaden our portfolio, support our custom indexing capabilities and consider expansion of our current investment offerings, this partnership enables us to scale with confidence and deliver even greater value to our clients.”
“As we can automate things and have Ridgeline take a lot of work off our plate, we have plans in the works to launch additional funds and new products. Without a platform like Ridgeline, the ability for us to do that would be severely limited just by our own internal resources.”
“The Ridgeline platform enables Driehaus to remain focused on delivering superior investment results for our clients.”
“I don't think I have ever seen a technology project come in under budget. To complete all the work we did on time and under budget is truly astonishing.”
Serving All Types of Investment Firms
Ridgeline meets the needs of institutional managers, wealth and RIAs, and multi-family offices on a single platform, so you can scale, control risk, and modernize client service without stitching together point solutions.
Institutional
Unify trading, compliance, accounting, and reporting across strategies and vehicles on one platform.
High Net Worth and Multi-Family Office
Serve complex households with multi-entity views, tax-aware portfolios, and tailored client reporting.
Wealth and RIAs
Give advisors one system for client engagement, portfolios, billing, and reporting at scale.
Hybrid
Run institutional and wealth businesses on a single system of record with flexible workflows.
Solving Challenges Across the Industry
Asset Classes Supported
US & Global Equities · FX · Global Gov Corp & Agency Bonds · Futures · Options · Swaps · Private Credit · LP Private Assets · Mortgage Backed Securities
See How Ridgeline Can Work for You
Contact our team to schedule a demo, get your questions answered, and learn how firms are transforming operations with Ridgeline.
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