Ridgeline

?? Ridgeline is excited to share that we've been named a "Top 100 Software Company" by The Software Report for the third consecutive year. This award is category-agnostic and recognizes companies around the globe that are "making a major impact on the software industry in 2024." Learn more about us and how we are transforming the investment management industry with our cloud-native, AI-enabled platform: https://lnkd.in/dMDjgtYN #software #saas #awards #fintech

Come say hello to Ridgeline at Cutter Associates Cutter Connect today!

RL ?? NY! The Ridgeline team had a blast at our event in NYC last night. Attendees got to mingle with our executives, hear about the insights coming out of our recent Base Camp conference, and meet several of our customers and industry partners. ?? Missed us? Next week, Ridgeline will be in Florida for two great events: Cutter Associates Connect - 11/18-20 InvestOps Connect - 11/20-22 Please let us know if you're attending, we'd love to connect in person.

Join us this Friday for a 30-min live "Meet Ridgeline" webinar with Head of Strategy Jack Lynch. You'll see a demo of the newly-launched Ridgeline Mobile experience shown here, as well as hear about: ? How our single, real-time platform and unified data model are changing the game for your peers in investment management ? The practical ways our customers are using AI to supercharge their firms ? What our vision looks like for 2025 and beyond If you've been hearing about Ridgeline, this is a great way to learn more! RSVP here: https://lnkd.in/g8v9ECvF

Now, investment managers can leave their desk without leaving their data. Ridgeline is excited to introduce our latest innovation: Ridgeline Mobile. With Ridgeline Mobile, you can take key actions from anywhere, including: ?? Seeing your business in real time through firm-wide dashboards and performance ?? Accessing key client details on the go ?? Recording meeting notes with the voice-enabled AI Assistant ?? Tending to alerts and task notifications Read more about Ridgeline Mobile here, and request a demo to start the conversation for your firm.

In today’s fast-paced investment landscape, legacy systems do more than drain resources—they hold your firm back from reaching its potential. Manual processes, delayed reporting, and data silos create costly inefficiencies that impact your ability to serve clients, attract and retain talent, and make critical decisions. Spooky, right? ?? That’s why firms are switching to Ridgeline’s cloud-native investment management platform to help them grow and thrive in an evolving industry. Swipe through to see 6 bone-chilling costs of clinging to dated technology. Request a demo today to see how we can help your firm lead, not lag, in this new era. #InvestmentManagement #FinTech #CloudNative #FinancialServices

In a rapidly changing world, sitting still means falling behind. That's why Ridgeline is constantly innovating to help our customers stay ahead. In fact, one of our favorite sessions at our Base Camp conference last month was an innovation brainstorm ??, where our engineers and product experts sat down with end users to come up with ideas to make our tech work even harder for them. How'd it go? ? Within just 48 hours, our team delivered working prototypes live on stage. ? Within one month, some of those ideas are now live in the product! Watch the video to see how one of those concepts, Search Previews, went from Base Camp brainstorm to being used every day to help customers find information even faster in the platform. If your investment management firm is tired of settling for yesterday's tech, start the conversation here: https://lnkd.in/g5fw_Jkw

Looking forward to attending The Exchange Network event tomorrow in Boston. Join us at One Congress to share ideas on AI in Wealth Management and to socialize at the happy hour sponsored by Ridgeline!

?? We're taking all the excitement, insights, and networking from Ridgeline's Base Camp conference on the road to select cities. This week we had a blast in Chicago and we're looking forward our next event, Nov 12 in NYC! Save your spot by clicking below and we'll be in touch with details soon: https://lnkd.in/gDRqNKyy ? Meet our customers, partners, and others in the Ridgeline community ? Hear about our vision for transforming investment management industry directly from Ridgeline executives ? Be one of the first to see the product reveals that got the whole room buzzing at Base Camp ? See why your peers are calling their move to Ridgeline "earth-shattering," "game-changing" and "an awakening" If you're part of an investment management firm in the NY area, you don't want to miss this!

We hosted a Q&A with Travis Hanson and Adam Oreglia from Saratoga Research & Investment Management about how moving to Ridgeline has catalyzed growth for the Bay Area firm. Here's a bit of what we heard (link to full Q&A in comments ?? ): ? What's been the biggest change since going live on Ridgeline? ?? "The speed and visibility. From reporting to trading to client management, everyone’s seeing the same information for any given client at any given time. That’s something that absolutely didn’t happen in our legacy systems." ?As you've found more efficiency, what are you focused on now? ??"Moving over to Ridgeline has allowed me to focus on strategy more, which was tough to do when you were constantly tied down in little monotonous tasks. By eliminating a lot of those, it lets us have higher-level thinking time back and do bigger problem-solving - things that really move the needle for the company and our clients. ?What's next for your firm and how does Ridgeline help you get there? ??"Ridgeline has opened up a whole new world for us. It’s a risk to do things the way you used to. A few months into our Ridgeline journey, the benefits we’re seeing far outweigh the risks we took on." Read more on the blog and request a demo on our site to start the conversation for your firm.