Bay Area asset management firm says Ridgeline's single,
real-time platform exceeded expectations: "We couldn't have
designed it better ourselves."
INCLINE
VILLAGE, Nev., July 23,
2024 /PRNewswire-PRWeb/ -- Ridgeline, the cloud
platform for investment management, announced today that Bay Area
firm Saratoga Research & Investment Management is the latest
customer to go live.
"Ridgeline is able to understand our
problems and then execute on solving those — it's absolutely
unprecedented with any other company I've ever worked with." -
Adam Oreglia, Director of IT &
Operations Specialist
Before the move to Ridgeline, Saratoga was hindered by managing
several separate systems connected through faulty integrations.
"Half of my job over the last 10 years has been just keeping all
the systems straight," says Adam
Oreglia, Director of IT & Operations Specialist. "It was
a huge hurdle that stalled us from being able to innovate and serve
our clients."
It was clear they needed to change. "We recognized early on that
our previous provider wasn't going to grow with us the way we
wanted to," he explains. Still, they searched for years for an
alternative that would justify making such a significant change. It
wasn't until they met with Ridgeline that the value of a move
became clear. "We said, 'Ok, they're on to something. It's going to
be worth it.'"
Ridgeline is the first cloud-native, enterprise solution for
investment management, built to help firms spend more time on what
matters. Core functions like portfolio management, trade order
management, and client relationship management are brought together
with unified data on a single platform with an intuitive interface.
Ridgeline gives everyone at a firm — not just those with a seat
license as is common with legacy systems — access to the same
real-time, actionable insights. Many customers are replacing up to
9 disparate software packages and a multitude of integrations in
their transition from previous solutions.
Saratoga's implementation "was almost seamless," according to
Travis Hanson, CFO & Operations
Specialist. He credits the smooth transition to the strength of the
partnership, saying, "Our relationship with Ridgeline is wonderful.
The people are responsive, professional — it's just awesome."
Ridgeline CEO Dave Blair says,
"Saratoga has been a fantastic partner for us. Their invaluable
feedback and collaboration have truly made Ridgeline a better
product."
Since making the switch, Hanson and team have experienced
immediate benefits and efficiencies. "Responding to client needs
quicker, faster cash investments — Ridgeline gives us time back to
work on things that move the business forward."
Ridgeline is the industry cloud platform for investment
management. It was founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and
Workday) to address the unique technology challenges of an industry
in need of new thinking. We are building a modern cloud-native
platform, purpose-built for the investment management industry to
empower businesses like never before. With a growing campus in
Reno and offices in New York, Lake
Tahoe, and the Bay Area, Ridgeline is proud to have built a
fast-growing, people-first company that has been recognized by Fast
Company as a "Best Workplace for Innovators," by Frost &
Sullivan as a "Technology Innovation Leader," and by The Software
Report as a "Top 100 Software Company."
Media Contact
Christine Switzer, Ridgeline, 1
(775) 209-7620, christine.switzer@ridgelineapps.com ,
ridgelineapps.com
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SOURCE Ridgeline