Seizert Capital Partners will share what it's really like to move to Ridgeline and why they made the switch, in this upcoming 30-minute webinar with Ridgeline President Dave Blair and Head of Strategy Jack Lynch.
You'll hear from David Collon, Managing Partner & Portfolio Manger, and Wendy Kunze, Portfolio Administrator, on how they sunset legacy systems, improved workflows, and future-proofed their firm:
✔️ Moving Off 6+ Legacy Systems simplified collaborative workflows and dramatically reduced risk of human error.
✔️ One Unified Platform keeps all investment activity visibly updating in real time for their entire firm, across front, middle, and back office.
✔️ Cloud-Native Technology delivers a continuously improving product to set them up for whatever comes next.
Managing Partner
& Portfolio Manager
Seizert Capital Partners
Portfolio Administrator
Seizert Capital Partners
President
Ridgeline
Head of Strategy
Ridgeline