Ridgeline

Ridgeline is a cloud platform for investment management, built in 2017 to address the technology challenges of an industry in need of new thinking. It is used to manage investor relationships with trading, portfolio management, and CRM on a single, AI-enabled platform.

Ridgeline enables relationship managers to provide better client service by centralizing access to key client information, so users can more quickly respond to client needs and spend more time adding value to relationships.

Users can also manage complex strategies at scale while executing and reconciling orders and trades. Ridgeline also centralizes access to firm-wide exposures, portfolio composition, and historical performance analytics. Then, users can set investor-specific rules to automate processes like compliance mandates, investor preferences, and tax loss harvesting.

Through configurable reporting functionality, users can then build operational reports that display performance data in the way that makes the most sense for any investment lifecycle. Pivot-mode functionality lets users quickly sort and filter details by selecting, removing, and repositioning columns.

In Ridgeline's cloud platform, trading is fully integrated with everything from Client Engagement and Accounting to Reporting and Compliance – all fed by a single book of record with near-real-time data. This synchronization allows the user to be confident of always executing trades with the most current information.