A Ridgeline Operations Partner
Supporting Ridgeline users with US-based operation outsourcing, specializing in start-of-day reconciliation and data management.
End-to-End Support for Your Ridgeline Implementation
Back Office Operations
Integrations & Data Management
- File extracts & uploads (i.e. portfolio analytics)
- Integration support
Custodial Reconciliation
- Cash
- Positions
- Transactions
- Tax Lots
Securities Master & Pricing
- Security master maintenance
- Securities price management
- Stale/missing price identification
Corporate Actions
- Involuntary corporate actions processing and review
- Voluntary corporate actions transactions processing
Client Operations
Client Management
- Client statement generation
- Invoice generation
- Client onboarding
One Unified Platform
Cloud Native
Experience the flexible and future-proof public cloud architecture that’s a game-changer from dated legacy tech
Single Source of Truth
Accelerate your business with
one source of accurate, real-time data integrated across the front, middle,
and back office.
Security-First
Be confident knowing security and data protection is the foundation of every decision we make