Ridgeline knows how critical Reporting is for client servicing, communicating across your firm, and meeting regulatory and operational requirements. That’s why we’ve created an intuitive Reporting system that allows anyone at your firm to view, analyze, and report on data - exactly how they want to see it and with greater operational efficiency.

Configurable reports
Build operational reports that let you view performance data in the way that makes the most sense for your investment lifecycle. Pivot-mode functionality lets you quickly sort and filter details by selecting, removing, and repositioning columns.

Performance measurement

• GIPS compliant performance measurement
• Daily, tax-lot Level IRRs, and historical Time Weighted Returns
• Performance activity by security and hierarchy
• Gross and net of fees
• Contribution

Operational reporting

• GIPS reporting and composite management
• Persona-based dashboards
• Core accounting and performance data sets

Client statement generation

• Branded, pixel-perfect reporting output
• Client report generation
• Disclosure and commentary