Ridgeline’s Post

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.”