Customer Experience

You’ve got goals. We’ve got your back.

Consulting Services Alliance Partnerships

Customer Support

We Measure Our Success by Yours

Going live on Ridgeline is the first step in the journey. We have built a robust customer service function to support our customers in perpetuity.
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Each member of Ridgeline’s customer support and account management team is guided by a simple mantra: “Make our customers incredibly successful.” We are empowered to advocate for our customers to ensure your firm’s success with Ridgeline at every step.

Ticketing System

Customers can contact Product Support & Customer Service 24/7/365 via our Zendesk ticketing system.
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Real-time, agent-staffed "live chat" and ticketing system via Zendesk that tracks all customer requests and manages correspondence
Auto-routing of customer and product issues based on the topic or area to the appropriate analyst
Auto-escalation based on the customer’s selection of severity level for response times within minutes on high-priority issues
Automatic ticket confirmation email with a tracking number for future reference
A Support Portal to view, manage, and comment on all of your tickets

Product Support

Product troubleshooting
Integration troubleshooting
Trade execution support
System availability
Enhancement requests
Product bug fixes automatically pushed to all customers

Customer Service

Invoice and payment questions
Tenant access, creation, copying, deleting
Login assistance
Account updates
General inquiries

Win with Ridgeline AI

Discover how Ridgeline’s AI platform empowers your investment strategies with real-time intelligence, automation, and actionable insights.

See How

Request a Demo

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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