Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation

INCLINE VILLAGE, NEV., March 11, 2025 – Ridgeline, the industry cloud platform for investment management, has launched its new AI agent framework, introducing dedicated agents for client management and trade compliance, with several more in development. These latest AI capabilities are designed to supercharge firm operations, streamline decision-making, and free up teams to focus on strategic priorities by using agents to autonomously execute tasks, manage workflows, and escalate approvals for human review.

"Enterprise software has historically been about building tools to help users do their jobs,” says Ridgeline Head of Strategy Jack Lynch. “What’s changing is that the tools can now do the jobs."

Ridgeline introduced AI to the platform in January 2024 via an enterprise agreement with OpenAI and already has over 20 AI features in production, which have been enabled by 100% of its live customers — a testament to the company’s commitment to responsible innovation and automation on behalf of the industry. With the introduction of agents, Ridgeline is again raising the bar for enterprise software in investment management. The purpose-built, intelligent agents serve as an extension of a firm’s workforce, powered by Ridgeline’s unified data model, and understand the nuances of asset management workflows. 

“Ridgeline AI agents act like digital coworkers that can handle complex tasks, collaborate with you, and help your team operate at a whole new level of efficiency and scale — and they never get tired of doing repetitive work,” states Ridgeline CTO Jon Ruggiero. “As we continue to innovate and expand the capabilities of our platform, we are committed to pushing the boundaries of what's possible to empower firms to achieve more.”

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AI Agents Unveiled 

For its first two agents, Ridgeline was inspired by customer feedback around automating repetitive, manual tasks. The client management agent can scan unstructured client correspondence such as emails, meeting notes, and call reports to detect actionable requests, automatically prepare next steps, and ensure timely follow-ups. The compliance agent processes pre-trade compliance violations, analyzes historical patterns, and highlights high-risk cases for review. 

Ridgeline’s customers are excited about the potential for agents to further amplify their productivity. “We see Ridgeline’s AI agents as a valuable addition to our internal operations by enhancing task efficiency and streamlining workflows, allowing us to focus on higher-value initiatives,” says Argent Capital Management Director of Operations Jayme Herbstreit.

Responsibility and transparency are always top of mind for Ridgeline’s AI innovations. All Ridgeline agents can be monitored from a central dashboard and require human intervention at critical junctures to ensure firms stay in total control. As with Ridgeline’s other AI features, firm administrators can leverage granular controls over access, permissions, and data; and work produced by AI is always fully auditable, allowing customers to speak confidently about the role of AI to their investors and regulators.

“AI is no longer just a concept. It’s integrated into our platform and ready to drive real results. We're not just imagining the future of investment management; we’re building it.” - Jon Ruggiero, Ridgeline CTO

The launch of Ridgeline’s AI agents marks a significant milestone in the evolution of asset management technology. By harnessing the power of AI while maintaining enterprise-grade security and cutting-edge technology, Ridgeline is helping investment firms embrace the next paradigm shift—without compromise. Ridgeline AI continues to evolve, and this agent framework lays the foundation for continuous innovation and new agents currently in development.

"Each of these paradigm shifts—cloud, mobile, now AI—starts with hype, but then the lasting benefits emerge,” Ridgeline CEO Dave Blair states. “Ridgeline is the answer to harnessing the power of AI to drive efficiency, innovation, and, ultimately, alpha."

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About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern cloud-native platform, purpose-built for the investment management industry to empower businesses like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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Media contact: Christine Switzer, Marketing and Communications  

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