Events

A premier wealth management conference bringing together senior financial advisors, RIAs, and industry leaders focused on investment strategy, tech, growth and networking

Join JR Tippo, Ridgeline Solutions Consultant, for a live 30-minute demo focused on the value Ridgeline’s AI-powered platform delivers to fixed income investment managers. The webinar will focus on portfolio management, order generation, portfolio impact, and trade execution. What You'll See: How to get a single fixed income view of clients, portfolios, risk, and compliance How AI agents surface answers and automate routine fixed income tasks How to model trades and apply guideline checks across multiple portfolios at once How traders can manage orders and allocations in a configurable fixed income blotter How to build fixed income-specific client and compliance reports without IT help How to build fixed income–specific client and compliance reports without IT help Please note these webinars are live; recordings will not be shared.

Join the Ridgeline Customer Conversation! How Vulcan modernized trading, compliance, and growth

Come network with friends, colleagues, and clients in a fun, scramble format golf event at THE CLUB AT BOND HEAD, in BEETON, ON (just 30 minutes North of Vaughan). Both first-time and experienced golfers are welcome! Play a full 18-hole round on the beautiful north or south course. After a fun and relaxing morning of golf, join us for a cocktail reception and awards presentation, where the winning team will be announced.

Sponsored by: Ridgeline Investment firms are moving beyond one-size-fits-all SaaS platforms toward technology tailored to each firm's unique workflows through custom tools. This session explores real-world examples of how CTOs are using AI to securely extend the power of their software and give their teams the ability to shape ultra personalized custom tools. Presented by: ▪ Chris Flynn, VP of Strategy, Ridgeline ▪ Alex Benke, VP of AI, Ridgeline

AssetOps Chicago is purpose-built for asset management firms ready to move from discussion to actionable transformation. It’s a community platform—not just an event—where operational leaders can: Benchmark strategies regionally and globally. Learn from peers tackling similar challenges. Collaborate on content and thought leadership. Leave with concrete ideas and connections to drive change.

Ridgeline's fifth annual Base Camp conference brings together investment management leaders, customers, and industry voices for four days of thought leadership, product deep-dives, and community. Register your interest to save your spot.