Getting Started with Ridgeline
Explore how we help firms smoothly transition to a unified, modern platform.
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How We Get to Go‑Live Together
Every firm comes to Ridgeline with its own history, priorities, and vision for the future. That’s why we take the time to design a go-live journey that fits your firm.
From early discovery through launch, your dedicated customer success team and Ridgeline specialists partner closely with you to understand your needs, map your workflows, and guide your firm through change with care, clarity, and hands-on support.
With years of industry experience, our team applies proven implementation practices to align with your firm’s unique strategy, supporting how you operate today while laying the foundation for what comes next.
Discovery and Planning
and Goals
A series of conversations focused on understanding your firm.
Your strategy, growth plans, and current tech stack
Which teams, asset classes, and entities are in scope
The problems you’re trying to solve and what your ideal future state looks like
Explore how Ridgeline will support day-to-day operations with the people closest to the work.
Discovery sessions with users across the firm
Mapping of current workflows, pain points, and manual steps
Role‑specific demos and conversations anchored in your use cases
Begin to shape a concrete plan and formalize documents.
Initial implementation scope and priorities
A realistic high‑level timeline and key milestones
An overview of responsibilities on your side and ours
Implementation to Go-Live
A formal meeting to set expectations, ways of working, and the detailed project plan.
Introduction to your customer success manager and project leads
Final alignment on scope, success criteria, and target go‑live window
Identification of your internal project team and early data/vendor prep
Align everyone on what’s being built and translate your workflows into Ridgeline.
Detailed workflow and requirements sessions across functions
Decisions on data migration approach and integrations
Finalization of the implementation plan and workstreams
We build and have your subject matter experts spend time in the system to ensure everything works as intended.
Configure applications, rules, and workflows in Ridgeline
Migrate and validate data from your legacy systems
Build and test integrations with custodians, market data, CRM, and other tools
Run end‑to‑end and user acceptance testing with your teams
Move into production and receive ongoing support, training, and roadmap guidance from our Customer Experience team.
Final data loads, reconciliations, and cutover from legacy systems
Go‑live on Ridgeline for in‑scope strategies and teams
A focused hypercare period, with elevated support from Ridgeline
Move Faster with the Right Service at
the Right Time
Our network of highly-trained, certified alliance partners lead our implementations, but we know the most important people in the process are you and your team. We empower your firm to be ready to excel on Ridgeline by focusing on the 4 Cs.
Collaboration
We work together to understand your requirements, tailor our project plan to meet your needs, and facilitate a unified decision-making framework.
Clarity
We provide transparency every step of the way through frequent touchpoints, early user access, and a cloud-based project planning application.
Continuous Improvement
We seek out, recommend, and implement best practices to ensure you benefit from the full value of Ridgeline and our latest process refinements.
Confidence
We deliver hands-on keyboard training personalized for each of your workflows and user personas, and capture sign-offs for all success criteria.
Be the Change Agent for Your Firm
We understand how intimidating it can be to modernize your core systems. But clinging to aging, fragmented technology gets riskier by the day.
Many Ridgeline customers have moved from decades‑old stacks to a unified front‑to‑back platform in under a year because someone inside the firm stepped up to articulate a clear vision for change and rally the organization behind it.
We'll work with you to build a business case and share best practices for running a disciplined evaluation and successful implementation.
What Real Change Looks Like
Replacement of 6–10 core systems
Most firms moving to Ridgeline sunset 6–10 disparate systems (often with 7+ core platforms and 10+ integrations), eliminating vendor sprawl and on-prem infrastructure.
0 upgrades required
Ridgeline customers run on a single, continuously delivered code base, meaning every firm is always on the latest version with no version drift, no upgrade weekends, and no multi-year upgrade projects.
6–9 months average implementation timeline
Depending on complexity, Ridgeline customers experience an average implementation timeline of 6–9 months from kickoff to go-live for full front-to-back deployments.
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“ The consulting team was extremely attentive and stayed on top of all pressing issues. By far the best implementation I've gone through. I was overly impressed by the delivery of many items on or earlier than expected. ”
Kari Saenz
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.
