Ridgeline

🗓️ Join us for next Friday's monthly Meet Ridgeline webinar! April will be a special edition as Head of Strategy Jack Lynch will be joined by Ridgeline customer Adam Oreglia, Dir. of IT at Saratoga Research & Investment Management. Saratoga has the distinction of being the first Ridgeline customer to have "turned on" Ridgeline's newly-launched AI agents. 🤖 In just 30 minutes, you'll hear about Adam's experience as well as: ✅ The latest and greatest Ridgeline product updates and roadmap previews. ✅ How combinging trading, accounting, and a CRM is helping your peers spend more time on what matters. ✅ Why the Ridgeline platform is like nothing else on the market. If you've been hearing about Ridgeline, this is a great way to learn more! Please register here to save your spot https://lnkd.in/g8v9ECvF

ICYMI 🗣️ : here are some of the top moments from last week's webinar, where Ridgeline's AI leaders shared their vision for the future of AI in investment management as well as revealed demos of Ridgeline -- and the industry's -- first two autonomous agents. If your firm is wondering how AI and agents could fit into your operations, reach out! Your peers are already benefiting from this game-changing technology.⚡ https://lnkd.in/gFDdM9wK

Reading Ambitiously, a weekly newsletter from our very own Ridgeline Head of Strategy Jack Lynch, is quickly become a favorite among execs who want to stay sharp on AI, enterprise tech, and what’s coming next. This week’s issue includes thought leadership co-authored with former Blackstone CTO Bill Murphy and takes on some big questions: Why are most enterprises playing it too safe with AI? What would it look like to disrupt yourself? Find a link in the comments and subscribe if you’re into bold thinking, sharp curation, and smart takes built for busy leaders.

Ridgeline Takes AI to the Next Level In 2024, Ridgeline, a cloud platform for investment management, introduced artificial intelligence into its platform thanks to a partnership with OpenAI. Now it’s upping the ante. Earlier this month, the company announced that it had launched its new AI agent framework, introducing dedicated agents for client management and trade compliance, with several more in development. These capabilities are designed to improve firm operations, streamline decision-making, and free up teams to focus on strategic priorities by using agents to autonomously execute tasks, manage workflows, and escalate approvals for human review. The agents serve as an extension of a firm’s workforce, powered by Ridgeline’s unified data model, and understand the nuances of asset management workflows. The firm’s moves with AI were paying off before introducing the agents: in August 2024, Kennedy Capital Management switched its technology platform to Ridgeline, with Kennedy’s Chief Strategy Officer, Niraj Shah, saying Ridgeline’s product “just makes sense” and that, by using it, “it’s hard to describe what’s possible now.”

💡 "The industry is changing and if you're not going to 𝗯𝗲 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 be from an operating standpoint, you're 𝗻𝗼𝘁 𝗴𝗼𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲 𝗮 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺, 𝗱𝘂𝗿𝗮𝗯𝗹𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀." Ridgeline recently hosted a private panel at the InvestOps conference moderated by Patrick O'Shaughnessy, CFA, host of the 𝘐𝘯𝘷𝘦𝘴𝘵 𝘓𝘪𝘬𝘦 𝘵𝘩𝘦 𝘉𝘦𝘴𝘵 podcast. Thank you to Patrick and our excellent panelists: - Bob Kurinsky (COO/CFO Driehaus Capital Management LLC) - Jana Roberts (Operations Specialist, Eagle Capital Management, LLC) - Jeff Kazen (Head of Operations and Technology, Altrinsic Global Advisors, LLC). These industry thought leaders engaged in a fascinating discussion around how their respective firms are embracing change in the modern era. The above quote is from Bob Kurinsky, who went on to say, "Portfolio managers who are early adopters, the ones following tech companies - they realize it's in 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗼𝗳 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝗼𝘂𝗿 𝗳𝗶𝗿𝗺 to stay abreast of technology developments in operations infrastructure." Want to get up to speed on what's next for the industry? We invite you to join us for Thursday's webinar to learn more about Ridgeline's latest game-changing innovation: 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁𝘀.⚡ RSVP here: https://lnkd.in/gAzVqx-E

Ridgeline Takes AI to the Next Level In 2024, Ridgeline, a cloud platform for investment management, introduced artificial intelligence into its platform thanks to a partnership with OpenAI. Now it’s upping the ante. Earlier this month, the company announced that it had launched its new AI agent framework, introducing dedicated agents for client management and trade compliance, with several more in development. These capabilities are designed to improve firm operations, streamline decision-making, and free up teams to focus on strategic priorities by using agents to autonomously execute tasks, manage workflows, and escalate approvals for human review. The agents serve as an extension of a firm’s workforce, powered by Ridgeline’s unified data model, and understand the nuances of asset management workflows. The firm’s moves with AI were paying off before introducing the agents: in August 2024, Kennedy Capital Management switched its technology platform to Ridgeline, with Kennedy’s Chief Strategy Officer, Niraj Shah, saying Ridgeline’s product “just makes sense” and that, by using it, “it’s hard to describe what’s possible now.”

🔦 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 🔦 Meet Alex Benke, Ridgeline’s first VP of AI. A longtime leader at Ridgeline, Alex has spent the past six years driving innovation across evolving roles. With over two decades in the industry—including time at JP Morgan and Betterment—he brings deep expertise and a passion for pushing the boundaries of AI in investment management. 𝗛𝗼𝘄 𝗱𝗼𝗲𝘀 𝘆𝗼𝘂𝗿 𝗿𝗼𝗹𝗲 𝗵𝗲𝗹𝗽 𝘀𝗵𝗮𝗽𝗲 𝗥𝗶𝗱𝗴𝗲𝗹𝗶𝗻𝗲’𝘀 𝗳𝘂𝘁𝘂𝗿𝗲? I lead AI platform investments in Ridgeline’s product, as well as internal development of AI solutions for employees. Both ultimately help Ridgeline deliver more value to customers. 𝗪𝗵𝗮𝘁 𝗱𝗼 𝘆𝗼𝘂 𝗹𝗼𝘃𝗲 𝗮𝗯𝗼𝘂𝘁 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗮𝘁 𝗥𝗶𝗱𝗴𝗲𝗹𝗶𝗻𝗲? Throughout my career I’ve always looked for tough, interesting problems to solve. A key part of enjoying every day is solving these problems with talented people who are pleasant to be around. I’ve found all of this at Ridgeline. 𝗪𝗵𝘆 𝗶𝘀 𝗻𝗼𝘄 𝘀𝘂𝗰𝗵 𝗮𝗻 𝗲𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗯𝗲 𝗮𝘁 𝗥𝗶𝗱𝗴𝗲𝗹𝗶𝗻𝗲? Ridgeline has done something startups and competitors haven’t been able to do: rethink the entire asset management software stack from the ground up. With this foundation, we’re uniquely positioned to take advantage of the generative AI wave. 𝗪𝗵𝗮𝘁 𝗸𝗶𝗻𝗱 𝗼𝗳 𝗽𝗲𝗿𝘀𝗼𝗻 𝘁𝗵𝗿𝗶𝘃𝗲𝘀 𝗮𝘁 𝗥𝗶𝗱𝗴𝗲𝗹𝗶𝗻𝗲? People who really enjoy the process of evolution and learning tend to thrive at Ridgeline. We move fast and are constantly breaking new ground. 𝗪𝗵𝗮𝘁’𝘀 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂’𝗿𝗲 𝗽𝗮𝘀𝘀𝗶𝗼𝗻𝗮𝘁𝗲 𝗮𝗯𝗼𝘂𝘁 𝗼𝘂𝘁𝘀𝗶𝗱𝗲 𝗼𝗳 𝘄𝗼𝗿𝗸? I really love rock climbing and have for almost 30 years. The combination of physical and mental challenge makes it fun and addictive. Sharing climbing with my kids has been amazing, especially witnessing them go through their own learning curves and personal milestones. *** Join Alex Benke and a panel of experts March 27 for 𝘍𝘪𝘳𝘴𝘵 𝘓𝘰𝘰𝘬: 𝘛𝘩𝘦 𝘈𝘐 𝘈𝘨𝘦𝘯𝘵 𝘙𝘦𝘷𝘰𝘭𝘶𝘵𝘪𝘰𝘯 𝘧𝘰𝘳 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, a 30-minute live webinar. Registration link in the comments below. Want to be a part of the AI agent revolution? The Ridgeline AI team is hiring! Link to open roles below.

🗓️ The future of the industry is here, exclusively in Ridgeline. Join us next Thurs 3/27 for our live webinar "First Look: The AI Agent Revolution for Investment Management." In just 30 minutes, Ridgeline's foremost AI experts Head of Strategy Jack Lynch, CTO Jon Ruggiero, and VP of AI Alex Benke will cover: ⚡ Why agents are a complete paradigm shift for the future of investment management. ⚡ Which processes and workflows are top contenders for agents - and why. ⚡ How Ridgeline’s first-of-their-kind agents are eliminating repetitive tasks and recapturing significant time.  ⚡ How Ridgeline keeps responsibility and human oversight at the foundation of our AI This technology is like nothing you've ever seen - don't miss out on this chance to level up your understanding of this revolutionary tech. Register here: https://lnkd.in/gzgGM-Qu

👀 SNEAK PEEK: Ridgeline launched AI agents this week to a rapt audience at InvestOps and they're unlike anything the investment management tech industry has ever seen. Join us for tomorrow's 30-minute "Meet Ridgeline" webinar to get an overview of Ridgeline's story and platform, including a preview of these digital coworkers and how they're going to revolutionize how you work. See you there 👇 https://lnkd.in/gSY8e_f6

“We're not just imagining the future of investment management; we’re building it.” Today marks a significant milestone in the evolution of investment management technology with the launch of Ridgeline's first of many AI agents. These "digital coworkers" use intelligent automation to operate autonomously, saving teams countless hours and allowing you to focus on higher-value work. The future of the industry has arrived. Read today's full announcement: https://lnkd.in/g2j64ZU4