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Launching a Strategic & Responsible AI Program
Check out the blog for tips to get started with AI at your firm.
What's it like to be a Ridgeline customer?
Check out these stories of transformation in their own words.
Ridgeline in the News: Founder, CEO Interviewed by Bloomberg
Bloomberg speaks to Founder Dave Duffield about his legacy and Ridgeline's future.

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
Closing month-end 3 days sooner
Improved data and analytics processing
Refocused talent on value-driving work
Positioned to meet future unknowns
Quote Author

Ridgeline is a welcome change for Seizert Capital Partners that will “take us into the future.”

“Ridgeline is on everybody's desktop everyday. We'd never come close to that transparency or communication between roles”

David
Managing Partner
See all customer stories
Six-figure annual savings on seat licenses
All users on the same system
Reduced risk
Can scale without new headcount
Quote Author

Cornerstone Investment Partners says moving to Ridgeline puts everything at their fingertips

“Ridgeline allows us to be quicker, to be sure that we have the right information, and to eliminate cost.”

Russell
Head Trader
See all customer stories
No more user seat limits
Reclaimed 2+ weeks of FTE time annually
360-degree view of all client details
Eliminated cause of 50% of trading errors
Quote Author

After 20 years, Argent Capital Management finds the solution they’ve been waiting for in Ridgeline

“To grow, we needed a better system. We never found that sweet spot until Ridgeline.”

Jayme
Dir. of Operations
See all customer stories
Consolidated 10 systems
Improved data and analytics processing
Refocused talent on value-driving work
Positioned to meet future unknowns
Quote Author

Ridgeline is a welcome change for Seizert Capital Partners that will “take us into the future.”

“Ridgeline is on everybody's desktop everyday. We'd never come close to that transparency or communication between roles”

Six-figure annual savings on seat licenses

All users on the same system

Reduced risk

Can scale without new headcount

Cornerstone Investment Partners says moving to Ridgeline puts everything at their fingertips

“Ridgeline allows us to be quicker, to be sure that we have the right information, and to eliminate cost.”

No more user seat limits

Reclaimed 2+ weeks of FTE time annually

360-degree view of all client details

Eliminated cause of 50% of trading errors

After 20 years, Argent Capital Management finds the solution they’ve been waiting for in Ridgeline

“To grow, we needed a better system. We never found that sweet spot until Ridgeline.”

Consolidated 10 systems

Improved data and analytics processing

Refocused talent on value-driving work

Positioned to meet future unknowns

Ridgeline will really take us into the future.
The quote author
David Collon
Trader
I enjoy logging into it every day — it’s like being a kid in a candy store on a daily basis
The quote author
Russell Brown
Partner
We’ve been on [legacy provider] for 20 years and have done vendor searches about every five years. There hasn’t been a solution that has met our needs before Ridgeline.
The quote author
Jayme Herbstreit
Director of Portfolio Engagement
See all customer stories

The single platform that your firm's ambitions deserve

The Ridgeline Platform
Universal team access
Single book of record
Security-first
Enterprise scale
Real-time data
Cloud Native

Your front, middle, and back office - all in one place

Client Engagement

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.

Client Engagement
Portfolio Construction

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.

Portfolio Construction
Trading

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.

Trading
Compliance

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.

Compliance
Reconciliation

Start each day with confidence. Leverage a trusted custodial data network and reconciliation engine to reconcile start of day cash, positions, and tax lots.

Reconciliation
Portfolio Accounting

Ensure accurate records and easy access to detailed portfolio accounting information with a double-entry, multi-currency, multi-asset accounting engine.

Portfolio Construction
Reporting

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.

Reporting
Revenue Management

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.

Revenue Management
Workflow Management

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.

Workflow Management
Client Engagement
Portfolio Construction
Trading
Compliance
Reconciliation
Portfolio Accounting
Reporting
Revenue Management
Workflow Management

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

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
The Ridgeline Platform