Ridgeline is a cutting-edge cloud platform designed specifically for the investment management industry. It offers real-time data and comprehensive features including CRM, trading, portfolio management, and reporting, streamlining operations from front to back for enhanced decision-making and efficiency.
Specialties
Real-time data integration
End-to-end investment management
Comprehensive CRM capabilities
Advanced trading solutions
Streamlined portfolio reporting
Products & Services
Portfolio Management
Trading Solutions
Client Relationship Management (CRM)
Reporting Tools
Real-Time Data Analytics
Contact Information
No contact information available
Competitors & Similar Companies(8)
Orion Advisor Solutions
Addepar
California, • United States
Envestnet
Illinois, • United States
Wealthfront
California, • United States
Morningstar Direct
Illinois, • United States • Financial Services
Mutual Fund Analysis, Independent Investment Research, Portfolio Management Tools, Stock Market Insights, Etf Research And Ratings
eMoney Advisor
Pennsylvania, • United States
Riskalyze
California, • United States
Trimble
California, • United States
News & Media
Search Terms:
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Competitors of Ridgeline are Orion Advisor Solutions, Addepar, Envestnet, Wealthfront, Morningstar Direct, eMoney Advisor, Riskalyze, Trimble.
What does Ridgeline do?
Ridgeline is a cutting-edge cloud platform designed specifically for the investment management industry. It offers real-time data and comprehensive features including CRM, trading, portfolio management, and reporting, streamlining operations from front to back for enhanced decision-making and efficiency.