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Ridgeline helps
investment managersspend more time on what matters
Grow and retain assets while better managing investor relationships with trading, portfolio management, and CRM on a single, AI-enabled platform.
Transforming business for forward-thinking asset management firms
Coho Partners calls changing to Ridgeline “an imperative” to stay competitive
“I spent years evaluating different vendors and nobody was good enough. But then I met Ridgeline. It’s the holy grail of everything that I was looking at.”
Brian, Partner
See all customer stories
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The single platform that your firm's ambitions deserve
Your front, middle, and back office - all in one place
With a 360-degree view of client information, you can quickly access critical information, respond promptly to investor needs, and allocate more time to adding value and nurturing relationships.
Manage portfolios at scale regardless of complexity, including multi-currency with multiple asset classes. Take advantage of built-in functionality for complex modeling, block orders, quick orders, and drift monitoring/rebalancing.
Manage, execute, and settle trades through robust electronic trading functionality that includes an integration with NYFIX, dark pools, and broker algos. Access all post-trade activity in a single dashboard tracking CTM matches, local matches, and FIX allocation status.
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A fully-integrated, configurable compliance engine gives you enhanced control to meet client requirements and the ability to proactively mitigate risk at the firm, account, and regulatory levels on both a pre- and post-trade basis.
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Start each day with confidence. Leverage a trusted custodial data network and reconciliation engine to reconcile start of day cash, positions, and tax lots.
Ensure accurate records and easy access to detailed portfolio accounting information with a double-entry, multi-currency, multi-asset accounting engine.
Ridgeline’s enterprise reporting unlocks your data, providing you configurable views, reports, dashboards and actionable analytics. Easily generate reports including portfolio performance, contribution and attribution, branded client statements, a full suite of operational reports, and manage and report on your GIPS Composites, all within Ridgeline’s intuitive UI.
Invoices and fees reside alongside your client information and seamlessly integrate with accounting, performance calculations and reporting. Configure fee details, create configurable billing rules, calculate and generate invoices, and receive payments - all with the same system you’re using for everything else.
Orchestrate and automate tasks and actions across your unified front, middle and back office workflows. Notifications are delivered in context within the application, or to your inbox, and provide transparency and visibility to help you achieve the next level of efficiency.
AI at the Core
Ridgeline is uniquely positioned to lead the investment management industry in AI for the benefit of our customers.
AI-Embedded Platform
- Cloud native
- Universal data model
- Metadata-driven intelligence
AI-Empowered Team
- Fast-track innovation with AI
- Responsible AI Board governs all initiatives
- 100% of employees responsibly using AI tools
AI-Enhanced Value
- AI used only where it adds demonstrated value
- Ridgeline customers using AI since January 2024
- Fine controls let firms decide when and how to use AI
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Ready to see for yourself?
Contact our team today for a demo, to answer any questions, and to learn more about how one unified platform can revolutionize how your firm operates.
Request Demo
