Wealth Managers and RIAs
Bring CRM, portfolio construction, reporting, and day‑to‑day operations together on one platform so your advisors always work from the same clean, real‑time data. With a unified foundation and embedded AI, you can strip away operational noise, grow efficiently, and deepen the high‑touch client relationships that set your firm apart.
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Why Wealth Managers and RIAs
Choose Ridgeline
Unified client and portfolio data
across CRM, trading, accounting.
Household‑level views
aligning portfolios with goals and circumstances.
Model‑based, tax‑aware investing
for scalable, personalized portfolios.
Streamlined onboarding workflows
for KYC, approvals, account setup.
Configurable billing
for tiered, household, and relationship‑based fees.
Unified reporting
for clients, households, and firm‑wide insights.
Embedded compliance
across portfolios, trading, and advisor workflows.
AI-powered tools
for client insight, preparation, and servicing.
Better Cash Utilization
and unlocked client returns.
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33% Faster
daily reconciliation.
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11.4% More Time
in market each day.
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“We now operate from a single source of truth for portfolios, performance, billing, and client communications. That foundation allows our team to focus more on our clients and less on managing systems.”
Jeffrey Kachel
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.
