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January 14, 2025
4
 min read

Asset manager Saratoga uses AI to accelerate Ridgeline rollout

WatersTech's Max Bowie on how Ridgeline's AI helps clients summarize research, client interactions, report generation, as well as interact with the platform.

Thought Leadership
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The following is an excerpt. Please access the article in its entirety on WatersTechnology.

Lake Tahoe, on the border of California and Nevada, is a beautiful retreat for outdoor recreation, attracting an estimated 2 million visitors in 2022, so an extra 200 or so visiting the area this past September probably went pretty much unnoticed. These visitors kept mostly to themselves, did some touristy things like golfing or kayaking, but they spent much of their time inside, talking among themselves and listening to their peers. Between them, those visitors controlled around $460 billion of assets. Far from being some shady cabal bent on upsetting the world order, they were delegates from about 45 financial firms attending Base Camp, a client event hosted by technology provider Ridgeline, which is based in Incline Village, on the Nevada shoreline of the lake.

Part of the event was called Innovation at Elevation, where attendees were divided into teams and invited to brainstorm how they could improve Ridgeline’s cloud-based investment management platform. Then, over the next 48 hours, ....


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