Ridgeline

CEO’s have the mandate from their BOD’s to figure out AI. A pleasure to join Marley Kayden and Sam Vadas on Schwab’s Market on Close to discuss a wide range of topics including Ridgeline ’s AIOS for Asset & Wealth Management, AI computer use, the “it” in AI is the data set and the SaaSapoclypse. Complete with Harry Potter references. https://lnkd.in/gapZ2iBd

There is nothing quite like the energy of getting our industry’s brightest minds in one room. While I spend a lot of time thinking about the "what" and "how" of investment operations, my favorite part of the job is the "who." In May, We are hosting two distinct gatherings to connect with peers, share insights, and further build these relationships within the Ridgeline Community. I’d love to see you at one of these stops: • Spring Summit: Chicago: Thursday, May 7th | 12:00 PM – 5:00 PM CST | https://lnkd.in/g4ppNPSK • Spring Social: Los Angeles: Tuesday, May 12th | 4:30 PM – 7:00 PM PST | https://lnkd.in/gYzkg_tu To my friends in the Chicago and LA areas, I'd love to catch up with you at one of these events. Register above or send me a message for more details.

The Ridgeline team is hitting the road this spring and summer season! While we spend most of our time building for the future of investment management, my favorite part of the job is stepping away from the screen to bring together the incredible communities that make this industry run. From NYC to Boston, we’re hosting four events designed to connect the local leaders, innovators, and peers who are shaping the Eastern Region. I’d love for you to join us for an evening of great conversation and community building. Save the date for a city near you - registration links are in the the comments below: Spring Summit: NYC Thursday, May 14th | 4:30 PM – 7:30 PM EST Almost Summer Social: Stamford Thursday, May 28th | 4:30 PM – 7:00 PM EST Almost Summer Summit: Philadelphia Tuesday, June 2nd | 4:30 PM – 7:00 PM EST Almost Summer Social: Boston Thursday, June 4th | 4:00 PM – 7:00 PM EST Whether it’s a deeper dive Summit format or a relaxed Social, we’re looking forward to an evening of great conversation and even better company. Will I see you there? Register below or send me an email at lauren.manchester@ridgelineapps.com

Ridgeline 's Base Camp is an incredibly unique experience. It is not a traditional conference. It is an opportunity to build real relationships with a community of change agents in the investment management industry. If you are thinking about the future of your business given the pace of change in technology - this is the place to be. If you are interested in joining us this year, please reach out!

The Legal Operations team at Ridgeline is hiring a Legal Operations role to support and help scale our growing legal function. If you are interested, take a look. If it’s not for you, I’d appreciate you sharing with your network!

When a paradigm shift happens, people change their system of record. That was advice we got early on at Ridgeline, and I have thought about it a lot over the years. The thing about changing a system of record is that it is not a casual decision. It is one of the biggest decisions a firm can make. In most cases, it happens once in a career. Replacement cycles are measured in decades. This is why I stopped when I saw InvestmentNews report that 43% of wealth managers are now seeking an entirely new technology stack to run their firms. That is a big number. The advice was true. And 84% of firms think it is important for front-, middle-, and back-office systems to be integrated into a unified platform. Early adopters understood that growth, complexity, and legacy architecture would eventually collide. AI did not create that tension, but it has made it impossible to ignore. Managers are realizing they cannot unlock AI’s full potential amid fragmented systems and disconnected data. We’re seeing it too. Last year, Ridgeline signed a new front-to-back customer nearly every two weeks. And those customers are the heroes. They are the ones willing to challenge the status quo and move before the rest of the market catches up. When a paradigm shift arrives, the world tends to reorder itself. That reordering is already underway.