Customer Success

Expert Services

Ridgeline moves fast. New features, enhancements, and best practices are being delivered continuously. A single production code line running in a multi-tenant public cloud means a more rapid pace of innovation and delivery than the asset management industry has ever experienced.

Ridgeline Expert Services ensures your firm and users are taking advantage of our latest developments months and years beyond your go-live on Ridgeline. We work with your team to automate day-to-day routines and help your personnel focus on the most meaningful activities. Our Expert Services team delivers personalized and proactive services to optimize your Operations, Trading, and Client Engagement across three critical areas.

1-on-1 Application Support

• Get functional expertise for high-touch, in-tenant configuration and training. From front- to back-office workflows, our expert services consultants stand ready to assist you to optimize trading workflows, resolve detailed data inquiries, and help with any other needs.
• Drive user adoption and stay ahead of the pack with personalized strategic insights. You’ll get proactive release planning, tailored in-tenant demonstrations with your data, and more.

1-on-1 Integrations Services

• Get the most out of your third-party application and market data integrations. From routine break/fixes to integration enhancements and API updates, Ridgeline’s technical expert services consultants ensure you are well-equipped to leverage our best-in-class embedded integration platform and pre-built, packaged integrations.
• Benefit from proactive reviews of your IT footprint as well as strategic insights around emerging technology adoption initiatives and challenges.

1-on-1 Reporting Strategy

• Enhance your report library and streamline your period-end operational reporting, performance reporting, and billing/invoicing processes with the help of Ridgeline’s functional operations experts.
• Stay ahead of the curve with personalized strategic insights on areas like regulatory and composite reporting changes, better serving your clients, and taking full advantage of Ridgeline’s flexible reporting capabilities.