michael.pendergrass
Acronym
Ridgeline
Product ID
Ridgeline
Description

Ridgeline is the industry cloud platform for investment management.

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Details
  • Ridgeline’s all-in-one solution brings all your team's workflows into the same platform. Client Engagement, Portfolio Management, Trading, Investment Accounting, Reporting, and Compliance are unified by a single book of record with near-real-time data. 
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Details
  • Ridgeline's flexible modeling functionality is tailored to meet all customer workflows. Our modeling tool provides options for static and dynamic models (on both the instrument and asset class level) as well as acceptable drift tolerances.
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Details
  • Ridgeline provides a robust trading blotter. Route orders to any broker, participate in any crossing networks, and settle trades via FIX allocations, integration to CTM, or configurable extracts.
Features

Ridgeline is the industry cloud platform for investment management:

  • One platform unifying front, middle, & back office workflows
  • Universal access across teams - no more data bottlenecks
  • Cloud-native Saas that future-proofs your operations
     
Vendors
Ridgeline
Schwab Products
SIT Provider
Section
Portfolio Management
Trading & Rebalancing
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