Life on Ridgeline

What It's Really Like to Run Your Firm on Ridgeline

Ridgeline’s single, cloud-native platform is helping investment management firms streamline operations, reduce errors, and focus on what matters most: serving clients and driving results. Hear from three of our customers — each of whom has used Ridgeline for over a year — about the transformative benefits they’ve realized by embracing our platform.

Seizert says the switch is a welcome change that “will take us into the future.”

Seizert Capital Partners

• Founded 2000
• AUM $2.0B
• Switched to Ridgeline May 2023
  

"Ridgeline is on everybody's desktop everyday, and we're all using it for a different reason. We'd never come close to having that transparency or communication between roles, which is a tremendous benefit."
– David Collon, Managing Partner & Portfolio Manager, Seizert Capital Partners

For Seizert Capital Partners, the move to Ridgeline in May 2023 transformed their operations and internal collaboration. With everyone working on the same platform, the firm achieved a new level of transparency and communication across roles. They’ve since added 35 new clients without hiring additional staff, thanks to Ridgeline’s efficiency.

Client onboarding is now 75% faster, and quarter-end closes are completed 40% more quickly. Tools like on-the-fly performance tracking and automated report generation have eliminated bottlenecks, allowing the team to focus on serving clients and driving results.

After 20 years, Argent finds the solution they’ve been waiting for in Ridgeline.

Argent Capital Management

• Founded 1998
• AUM $3.4B
• Switched to Ridgeline October 2023
  

“I have to say how impressed I am with the software. We’re combining 10 programs into one, creating efficiency and accuracy across the firm and departments.”
‍– Ward Brown, Director of Portfolio Engagement at Argent Capital Management

Argent Capital Management joined Ridgeline in October 2023 to simplify and modernize their operations. By consolidating seven core systems into one, the firm reduced errors caused by managing multiple disconnected technologies. The shift to a cloud-native platform also eliminated their on-premise infrastructure, cutting costs and complexity.

Previously siloed teams now work collaboratively, using Ridgeline’s centralized system and universal access. For Argent, the platform has delivered the efficiency, accuracy, and agility they need to support their continued growth.

Saratoga says there’s “no chance in hell” they’d go back to the old way.

Saratoga Research & Investment Management

• Founded 1995
• AUM $2.8B
• Switched to Ridgeline July 2024
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“The speed with which we can onboarding new clients and change strategies is just night and day compared to our old system.”
- Travis Hanson, CFO and Operations Specialist at Saratoga Research & Investment Management

Saratoga Research & Investment Management moved to Ridgeline in 2024 after years of juggling several separate systems connected through fragile integrations that stalled innovation and client service. With everything now running on a single, real‑time platform, the firm has cut operations work in half, made daily reconciliations 33% faster, and freed teams to focus on deep, “real work” instead of keeping systems in sync.

By unifying data and embedding AI agents directly into day‑to‑day workflows, Saratoga has gained 11.4% more time in market each day and can say “yes” to more client requests with far less operational friction. Ridgeline gives them the confidence to onboard new clients, adjust strategies, and respond to bespoke asks quickly.

See for Yourself

Ridgeline customers are redefining efficiency and collaboration in investment management. With Ridgeline’s single platform and unified data, they are unlocking operational benefits that enhance client service and empower teams to excel in a competitive landscape.

Check out Ridgeline firsthand. Sign up for a personalized demo today.

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