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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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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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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.
Product Description
About this Product
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
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern platform in the public cloud, purpose-built for the investment management industry to empower business like never before. Ridgeline brings together trade order management, portfolio management, client management, investment accounting, compliance, and reporting in one platform for your entire team.
Headquartered in Lake Tahoe with offices in Reno, NV, San Ramon, CA, and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and LinkedIn as a “Top U.S. Startup.”
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.