Asset Management Firms
Give your firm one platform to manage portfolios, risk, and reporting for both institutional and individual investors. With strategies, vehicles, and client channels all running on unified, real‑time data, Ridgeline makes it easier to serve pension plans, consultants, advisors, and high‑net‑worth households side by side, scaling your business without scaling operational complexity.
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Why Asset Management Firms
Choose Ridgeline
Unified platform
for institutional and wealth businesses on one system.
Multi‑channel coverage
for SMAs, funds, models, and private clients.
Single book of record
to replace ABOR, IBOR, PBOR confusion.
Standardized controls and workflows
across institutional and wealth segments.
Firm‑wide transparency
into positions, cash, performance, and households.
Operational efficiency gains
from retiring redundant systems and automating work.
Consistent client experience
for institutions and families on one platform.
AI‑driven workflows
to streamline reconciliations, reporting, and client preparation.
25% More AUM
per operations professional unlocked at Smead Capital Management.
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33% Faster
daily reconciliation for Saratoga Research & Investment Management.
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40% Faster
closing of quarter-end books for Seizert Capital Partners
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“We’re combining 10 programs into one, creating efficiency and accuracy across the firm and departments.”
Ward Brown
Explore Solutions by Department
See how Ridgeline supports front-, middle-, and back-office teams.
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We’ll answer your questions and explore the functionality that matters most to you.
