Ridgeline isn’t just another solution to add to your firm’s tech stack. We talked to hundreds of investment firms across roles to make sure we build a product that is designed not only to meet the demands of today but to future-proof your firm for whatever comes next.

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Relationship Manager

Level-up Your Client Service

Today’s discerning clients expect a higher level of service than ever before. Rather than pulling investment data and performance reports manually, you can see every investor and investment detail all in one place so you are always prepared for and responsive to investors' needs.

Prioritize and Organize Your Day

Review upcoming client meetings, correspondence, and service cases. Get time-sensitive alerts and task notifications right on your dashboard.

360-degree Investor View

Quickly find clients with global search and securely access their entire profile including portfolio details, investment performance, asset allocation, intraday AUM, recent transactions, and key position or strategy changes. View and securely share investor documents when needed.

Streamline Onboarding

Use automated workflows to set up a new client's portfolios and strategies, collect documents, facilitate custodian authorizations, and gain compliance approvals. Then, you’re a click away from creating tickets to obtain deposits and place trades.

Unblock Issue Resolution

Eliminate delays to addressing service items and client questions about trades, contributions or distributions, and related transactions with firm-wide access. Record and document every action and service case for improved visibility.

Share Documents

Easily and securely share documents with clients to ensure client profiles are up to date for compliance, trading, and reporting.

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