Institutional Firms
Replace your fragmented tech stack with a unified platform with embedded AI for trading, compliance, accounting, and reporting. Gain real‑time control across strategies, vehicles, and teams to scale AUM without growing complexity.
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Why Institutional Firms
Choose Ridgeline
Unified platform
for trading, compliance, accounting, and reporting.
Real‑time book of record
to eliminate cross‑system reconciliations.
Multi‑asset coverage
for SMAs, ’40‑Act funds, and UCITS.
Double‑entry accounting
to power complex institutional strategies and vehicles.
GIPS‑ready performance
and institutional‑quality client and consultant reporting.
Embedded controls
for pre‑ and post‑trade oversight.
Standardized workflows
with complete, system‑wide operational transparency.
Embedded AI capabilities
on unified, real‑time, governed firm data.
Real Results from Our Customers
100% Portfolio Manager Adoption
driven by unified data and ease of use at Kennedy Capital Management.
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25% More AUM
per operations professional unlocked at Smead Capital Management.
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40% Faster
closing of quarter-end books for Seizert Capital Partners.
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“We’re more efficient. Now we have one vendor, one system, and one source of truth.”
Patrick Wolcott
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.
