Ridgeline helps
investment managersspend more time on what matters
investment managers
traders
portfolio managers
relationship managers
executive teams
compliance officers
operations teams
Grow and retain assets while better managing investor relationships with trading, portfolio management, and CRM on a single, AI-enabled platform.
Watch Kennedy Capital Management's Video
Launching a Strategic & Responsible AI Program
What's it like to be a Ridgeline customer?
Ridgeline in the News: Founder, CEO Interviewed by Bloomberg
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 storiesClosing month-end 3 days sooner
Improved data and analytics processing
Refocused talent on value-driving work
Positioned to meet future unknowns
The single platform that your firm's ambitions deserve
Universal team access
Single book of record
Security-first
Enterprise scale
Real-time data
Cloud Native
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
Ridgeline in the News
November 4, 2024
Ridgeline Launches Mobile Experience for its Investment Management Platform
Ridgeline customers can now use their phone for key actions including dashboard review, task management, and client meeting preparation.
Press Release
Learn more
Recent Awards
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.
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