High Net Worth Firms and Multi-Family Offices
Elevate service for your clients with a firm-wide platform built for complex ownership, tax nuance, and both public and private assets. Ridgeline replaces manual work and disconnected systems with a unified, real‑time system of record that supports how families actually own, manage, and report on their wealth.
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Why High Net Worth Firms and Multi-Family Offices Choose Ridgeline
Household and entity modeling
for complex multi‑entity family structures.
Multi‑asset, multi‑custodian books
including alternatives and private investments.
Unified reporting
at household, entity, and family‑enterprise levels.
Tax‑aware workflows
reflecting entities, jurisdictions, and client preferences.
Integrated billing
for complex, multi‑entity fee arrangements.
Standardized onboarding and service workflows
across families and entities.
Single platform
to replace spreadsheets and stitched‑together legacy tools.
Embedded AI capabilities
for client insight, prep, and exceptions.
9 Legacy Systems
replaced by Ridgeline on average.
1,100+ New Features
rolled out in 12 months with no service interruption.
20+ Secure AI Features
with 100% adoption by Ridgeline customers.
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“The industry deserves to have an enterprise software solution that makes life easy. Wouldn’t it be great if we all had Ridgeline to help everybody do a little bit better — but do it faster, smarter, and be more agile?”
George Tenet
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