Ridgeline Articles

June 25, 2026

Ridgeline Intelligence Puts Your Firm’s Data to Work With AI

Responsibly bring AI directly into the decisions and processes investment managers rely on every day.

June 17, 2026

The AI Conversation Wealth Managers Aren’t Having

AI’s biggest opportunity in wealth management isn’t better prompts or smarter chatbots. Learn what it takes to put AI to work.

May 28, 2026

How to Navigate the Hidden Frictions of ETFs

ETFs offer powerful advantages, but asset managers must rethink operations, technology, and market structure to launch and scale them successfully.

June 25, 2026

Ridgeline Intelligence Puts Your Firm’s Data to Work With AI

Responsibly bring AI directly into the decisions and processes investment managers rely on every day.

Learn more
June 17, 2026

The AI Conversation Wealth Managers Aren’t Having

AI’s biggest opportunity in wealth management isn’t better prompts or smarter chatbots. Learn what it takes to put AI to work.

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May 28, 2026

How to Navigate the Hidden Frictions of ETFs

ETFs offer powerful advantages, but asset managers must rethink operations, technology, and market structure to launch and scale them successfully.

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May 4, 2026

AssetOps Toronto 2026: Canadian Firms’ AI Ambitions and Operating Reality

Investment management firms in Canada are working to match strong AI ambitions with the reality of strained, risk-sensitive operating models.

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April 7, 2026

What the "Recon Tax" Is Costing Investment Managers (and How to Avoid It)

Investment managers on legacy stacks are paying an efficiency tax every morning. There’s one architectural decision that can optimize how they operate.

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March 16, 2026

What Can Change in a Year for Investment Operations: The AI Mandate at InvestOps 2026

How AI is reshaping the role of operations teams in investment management.

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December 17, 2025

Enterprise Technology Moves in 25-Year Cycles. So What's Next?

Every generation of enterprise technology hits architectural limits. Hear how agentic AI marks the start of the next operating era.

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December 2, 2025

We Built a Platform Your Firm Never Needs to Upgrade

Learn how Ridgeline frees firms from costly, disruptive upgrade cycles by delivering continuous improvements that accelerate innovation.

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October 22, 2025

How Can Firms Innovate with AI While Staying Compliant?

Ridgeline Chief Security Officer Jeremy Hittle shares how firms can innovate with AI while staying compliant and building trust.

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October 14, 2025

TSAM New York 2025 Recap: Three Conversations That Defined the Day

Hear how technology, data, and culture came together at TSAM New York 2025 to redefine what transformation means for asset managers.

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September 18, 2025

Our Velocity Is Your Compounding Advantage

Veteran product leader Daniel Eriksson reveals why he joined Ridgeline to reimagine investment management with cloud-native innovation and AI.

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September 3, 2025

Why the Next Wave of Asset Management ROI Starts with Unified Platforms

Discover how unified, AI-native platforms help asset managers cut costs, retire legacy systems, and unlock the next wave of ROI.

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August 15, 2025

Capitalizing on the Mutual Fund Migration to Lead in the ETF Era

Firms that master the ETF shift now will be positioned to capture the lion’s share of tomorrow’s inflows—and Ridgeline makes that transition faster, easier, and more profitable.

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April 17, 2025

Challenge Accepted: How Ridgeline Reimagined Tax Loss Harvesting for Investment Management

Ridgeline's Chris Flynn explains how we streamlined a particularly painful workflow in record time.

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April 8, 2025

Meet Your New Digital Co-Worker: How AI Agents Are Changing Asset Management

Ridgeline's VP of AI breaks down what AI agents or "digital co-workers" can offer your firm

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January 28, 2025

From “Curious” to “Customer” in 6 Months with Geneva Capital Management

Geneva Principal Katie Ellenberg shares her firm's record-setting 180-day Ridgeline go-live journey.

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December 4, 2024

Ridgeline’s 10-Step Guide to Building a Trade Order Management System from Scratch

Andy Pheifer explains how Ridgeline approached building a complex trading system from a clean sheet of paper.

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October 23, 2024

Customer Q&A: How Saratoga RIM is Clearing the Path to Growth with Ridgeline

Hear from customers about how Ridgeline is removing barriers and accelerating growth.

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September 9, 2024

The Future of Investment Management Is Here – And To My Surprise and Delight, So Am I

CEO Dave Blair explains how he got to Ridgeline and why the single, real-time cloud platform is the answer to the investment industry's problems.

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June 27, 2024

Supercharging the Future: How Metadata-Enhanced AI Unlocks New Value for Our Customers

The investment management industry stands to benefit massively from the latest advancements in AI. Here's why data about the data - metadata - is critical to unlocking AI's value.

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June 21, 2024

Waypoints: Seeing Ridgeline’s Superpower Up Close

After 30 years working on both sides of the investment management tech space, J.R. Tippo breaks down why Ridgeline is like nothing else out there.

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April 23, 2024

Launching a Strategic and Responsible AI Program Across Your Firm

AI is more than a buzzword; it's a strategic imperative for modern investment management firms. Here are tips to get your firm started with a responsible AI program.

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March 5, 2024

Why Asset Managers Should Consider a Platform Approach to Regulatory Compliance

Regulation Technology largely hasn’t lived up to its promise to spare compliance teams from wasted time and money — but there’s a modern alternative.

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February 6, 2024

Customer Q&A: How to Successfully Drive Technology Change at Your Firm

A newly-live Ridgeline customer shares his experience with being an agent of change for his firm along with best practices.

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December 12, 2023

Gearing up for growth in 2024

Hear from two of Ridgeline's customers about how they're using modern technology to deepen client relationships, scale servicing, and more.

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October 27, 2023

Reporting from Ridgeline’s Second Annual Base Camp Conference

Here's what investment managers told us about their experience as Ridgeline customers at our Base Camp conference.

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October 16, 2023

Demystifying AI for Asset Managers: A Primer with Ridgeline's CTO

Ridgeline CTO Jon Ruggiero provides a brief primer on the history of AI and its impact on the investment management industry.

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August 22, 2023

Why Asset Managers Can’t Just Buy One Part of Ridgeline

VP of Strategy Chris Flynn on why we won't sell just a part of Ridgeline.

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July 27, 2023

Q&A with Ridgeline Customer Seizert Capital Partners

Ridgeline customer Seizert shares what it's been like switching to Ridgeline after 20+ years on their legacy tech.

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May 10, 2023

The Ridgeline Reformation

VP of Customer Success Brian Stone on what makes Ridgeline different from other investment management technology

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April 24, 2023

Why Security Needs to Be Part of Your Firm's Growth Strategy

Do you know the four ways firms should be leveraging security for growth? See them here and get the free guide.

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March 26, 2023

5 Questions Every Asset Manager Should Ask a Tech Vendor - Before You Commit

Use these any time you need to evaluate a new or existing technology partner.

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February 23, 2023

The Cloud and Capital Markets: Tomorrow’s Leaders Will Leverage Today’s Cloud for Growth

Aite-Novarica Group believes cloud is an essential part of growth strategies for the securities and investments industry and that the benefits are too compelling to ignore.

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January 31, 2023

Top 4 Questions Asset Managers Are Asking Ridgeline in 2023

These questions provide insight into firms’ near- and long-term goals as well as the broader environment the industry is facing in 2023. 

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December 19, 2022

How Ridgeline Built a Magnet for Innovative Talent: 8 Questions with Industry Leaders at Ridgeline

After Ridgeline was recognized as a 2022 Best Workplace for Innovators by Fast Company, we sat down with three of our leaders to talk about building a best-in-class workforce and workplace.

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November 10, 2022

What's the True Front-to-Back Platform of the Future? Here Are 7 Questions to Ask

The decision for firms is no longer "best of breed" vs. front to back - a new, superior option has emerged.

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October 25, 2022

5 Things We Learned About Modern Investment Management from Ridgeline’s First Conference

We recently spent four days with innovators at the forefront of the investment management industry at Base Camp, Ridgeline’s inaugural in-person conference. Here’s what we learned.

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August 16, 2022

Part 2: How Ridgeline Is Solving for the Investment Management Industry

Following his explanation of the industry cloud revolution, Jack Lynch takes us through how Ridgeline is creating a better future for investment management.

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July 11, 2022

The Industry Cloud Revolution (Part 1): The Future of Investment Management is Here

Head of Strategy Jack Lynch explains why Ridgeline is all in on the industry cloud phenomenon.

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May 10, 2022

7 Questions with Ridgeline CTO Jon Ruggiero

Get to know Ridgeline's first ever Chief Technology Officer, Jon Ruggiero.

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April 28, 2022

Questions about Moving Your Investment Management Business to the Cloud? Start Here.

There's a lot of talk of "moving to the cloud" - Ridgeline helps break down where to start and some basics.

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March 3, 2022

Waypoints: Planting Seeds in Reno

Ridgeline Head of Design, Aaron Martin, on finding the right opportunity at just the right time.

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January 6, 2022

Ridgeline in Review: “Find Those Who Believe What You Believe”

Head of Strategy Jack Lynch looks back on why 2021 was a momentous year for Ridgeline.

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September 8, 2021

A Look Back: Ridgeline’s Summer 2021 Intern Class

Ridgeline's 2021 summer interns share the favorite parts of an unforgettable few months.

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August 12, 2021

The 500-Year-Old Idea Behind Ridgeline’s Modern Investment Accounting Software

The roots of how Ridgeline approaches modern investment accounting are centuries old.

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June 17, 2021

Outsource or Insource? Asset Managers Can Have the Best of Both

With Ridgeline, asset managers no longer have to choose between outsourcing and insourcing.

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May 27, 2021

CHRO Silvia Johnson on Ridgeline’s “Best Workplace” Secret Sauce

Silvia Johnson, Ridgeline CHRO, talks about building a best-in-class workforce and workplace.

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April 27, 2021

Ridgeline Wants to Help You Love Your Data Again

What if asset management firms like yours had a purpose-built data tool?

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April 20, 2021

Ridgeline’s Sweet Tech Stack (and Other Reasons We Love DevOps)

Ridgeline is growing our team of engineers. Get to know us and see open roles.

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March 25, 2021

Data density: the right information at the right time

Building software with an emphasis on data density results in a smooth and effective user experience.

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January 28, 2021

Ridgeline University Recruiting: Rising Above the Crowd

Tips on how to show your best self in a Ridgeline application and interview.

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January 19, 2021

A Single Book Of Record

Ridgeline is tackling investment management's biggest problem: integration core functions

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January 7, 2021

Ridgeline 2020 In Review: Proof Points Confirmed

This past year, Ridgeline continued to innovate and invest in products, technology, and our people in pursuit of our ultimate goal: to become the premier industry partner and modernize core systems.

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November 4, 2020

My First 100 Days at a Startup

After being here for 100 days now, my initial takeaway is, “Why didn’t I do this earlier?”

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October 8, 2020

Ridgeline Waypoints: I Drank the Tea

VP of Operations Jenny Molinelli explains how she found her way to Ridgeline.

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September 17, 2020

A Lesson In Teamwork From The Tour de France

Ridgeline's president, Chris McClain, on why creating a "built to last" company is like winning the Tour de France.

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September 3, 2020

Ridgeline’s 2020 Intern Program: The Summer of Zoom

Ridgeline’s 16 summer interns had an unexpected internship experience — all virtual from their homes across the country.

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June 23, 2020

Ridgeline Waypoints: “Opportunity”

Reid Wade on his story and perspective as an early employee who joined Ridgeline straight out of school.

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May 27, 2020

Domain-Driven Design: Building Customer Empathy through Language

We reevaluated the product process from one of feature wish lists and assumptions to one where the customer’s words take on a deeper meaning to better reflect our customers' experience.

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April 16, 2020

Strong Relationships Make Strong Products

When Dave Duffield invited Danny Johnson to lunch a couple years ago, he expected a friendly catch-up. Instead, Dave asked him to help launch his sixth tech company.

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March 24, 2020

Empathy In a New Reality

Navigating the pandemic requires a high degree of attention — daily, and sometimes hourly. Two priorities always guide our decision making: our employees and communities.

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February 13, 2020

Ridgeline's Biggest Tech Bets

I get some crazy looks when I say Ridgeline is building a modern enterprise architecture on the public cloud. Here are some of our biggest tech bets.

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November 19, 2019

Strategy From A Clean Sheet

Ridgeline staff writers sat down with Product Strategy manager John Hoehn to discuss the Ridgeline approach to defining and executing a product strategy.

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November 18, 2019

Ridgeline Waypoints: “The Day I Met Dave”

Head of Strategy Jack Lynch tells the story of a chance meeting with an idol on his honeymoon.

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October 21, 2019

Security-First Culture

Chief Security Officer Jeremy Hittle on how Ridgeline's security philosophy influences every decision and becomes a competitive advantage for us and our customers.

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September 10, 2019

Dear Interns…

A role at a fintech startup in a fairytale location like Incline Village sounded too good to be true. I was prepared for anything. What followed was unforgettable.

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July 19, 2019

Taking the Long View

Why our atypical origin story is right out of Dave Duffield's playbook.

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