Navellier & Associateas

Navellier Replaces Decades-old Systems With Modern Investment Management Platform

Reno, NV-based investment management firm Navellier and Associates came to Ridgeline looking to streamline their operations and consolidate their dated technology stack into a single modern solution. They were dependent on legacy software that had hardly changed since the company’s founding 30 years earlier, and the team at Navellier had to build and stitch on multiple, custom integrations and workarounds to run their operations. 

These integrations were often problematic, hampering the team’s reconciliation and accounting efforts with data inconsistencies, too many Excel macros, and manual processes.  

“The more I use it, the more excited I am to have all the applications in one place.” - Pete Koelewyn, Trader 

After 30+ years of depending on a legacy provider and on-premise servers, Navellier and Associates transitioned to Ridgeline in summer of 2022. With 18 users collaborating seamlessly across roles, the team has realized substantial improvements to their daily operations and is enjoying all the benefits that come with a cloud-native system. 

Navellier now experiences weekly updates (not the disruptive upgrades of legacy systems), IT and security management service, a single book of record, and streamlined workflows for everything from client onboarding to compliance checks.

“Data is a lot cleaner. That was a huge benefit for our firm.” - Danny Pilcic, IT

Watch the video to hear the Navellier team explain how Ridgeline has "changed the way things work – completely." 

“Some of those updates have changed the way things work completely. They've enabled us to run our business differently.” - Danny Pilcic, IT