Ridgeline allows relationship managers to provide the kind of superior client service that builds trust with clients. When your entire firm is operating on one integrated system, it’s easier to access key client information, quickly respond to client needs, and spend more time adding value to your relationships.

Up-to-the-minute client details
Ridgeline is designed to reduce data entry and accelerate taking action with accurate, current investment details. All of your client information is maintained in the same system as the trading, portfolio accounting, and reporting services so the whole team has on-demand access to the latest client information.

One-time client onboarding
Not only is it easier for client teams to pursue and convert new opportunities, new clients only need to be onboarded into Ridgeline once for all users within the firm to access. Create a new client or partner profile, set up new portfolios and their investment mandates, select compliance rules, and connect custodians – since all of these "events" are published across Ridgeline, client portfolio details are immediately accessible from every part of the platform.