Join Our Live Demo!

Date: Friday, January 23, 2026

Time: 11 AM PT | 2 PM ET

Location: Zoom (link provided upon registration)

Join Sterling Perkins, Ridgeline Director of Solutions Consulting for a 30-minute demo to see first hand how AI can transform your business. View the front-to-back system firms are using to double revenue per head, and learn how teams scale efficiently.

What You'll See:

• Persona-based dashboards and intuitive, end-to-end navigation
• Client 360 with CRM, portfolios, performance, documents, billing, and compliance in one view
• Ridgeline Assistant + AI agents delivering answers, insights, and automated tasks
• Portfolio modeling with portfolio-wide edits and embedded guideline checks
• Trading tools including a configurable Trade Blotter
• Reporting & Report Builder for self-serve customization and branded outputs
• Outlook + CRM Integration for centralized interactions

Can't make it? Register to receive the recording.