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Ridgeline Consulting and our network of highly-trained, certified alliance partners lead the implementations of Ridgeline for our customers. Our team of consultants and partners have deep experience in asset management workflows, best practices, and the Ridgeline system. Our job is to convert your firm from your legacy systems to Ridgeline with high quality, excellent service, and modern cloud efficiencies.
Dedicated team consisting of experienced front and back office consultants from the asset management and cloud technology industries
Ability to see your data in Ridgeline from the start through automated data migrations and frequent “hands-on-keyboard” testing cycles
Comprehensive analysis of your business requirements/processes as well as your operational, performance, and regulatory reporting needs
Setup and configuration of the Ridgeline system including users, permissions, compliance rules, client reporting packages, workflows, and more
A modern, agile implementation methodology that gets you live as efficiently and cost effectively as possible
Deployment and testing of pre-built, packaged integrations and development of custom integrations as needed
Our goal is to get your team’s hands on keyboards in the Ridgeline system with your data as soon as possible. We empower your firm and users to be ready to operate on Ridgeline by focusing on the 4 Cs:
We work together to understand your requirements, tailor our project plan to meet your needs, and facilitate a unified decision-making framework.
We seek out, recommend, and implement best practices to ensure you benefit from the full value of Ridgeline solution and our latest process refinements.
Ridgeline Consulting Services
We provide transparency every step of the way through frequent touchpoints, early user access, and a cloud-based project planning application.
We deliver hands-on-keyboard trainings personalized for each of your workflows and user personas, and capture sign-offs for all success criteria.
We seek out, recommend, and implement best practices to ensure you benefits from the full value of Ridgeline solution and our latest process refinements.
Contact your Ridgeline Account Manager or reach out to learn more about Ridgeline Consulting Services and our Customer Success Plans.
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