Ridgeline’s AI agent framework will revolutionize operations for firms by eliminating repetitive tasks and recapturing significant time for higher-value work
Ridgeline, the industry cloud platform for investment management, has launched its new AI agent framework, introducing dedicated agents for client management and trade compliance, with several more in development. These latest AI capabilities are designed to supercharge firm operations, streamline decision-making, and free up teams to focus on strategic priorities by using agents to autonomously execute tasks, manage workflows, and escalate approvals for human review.
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“Enterprise software has historically been about building tools to help users do their jobs,” says Ridgeline Head of Strategy Jack Lynch. “What’s changing is that the tools can now do the jobs.”
“AI is no longer just a concept. It’s integrated into our platform and ready to drive real results. Ridgeline is not just imagining the future of investment management; we’re building it.” – Jon Ruggiero, Ridgeline CTO
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Ridgeline introduced AI to the platform in January 2024 via an enterprise agreement with OpenAI and already has over 20 AI features in production, which have been enabled by 100% of its live customers — a testament to the company’s commitment to responsible innovation and automation on behalf of the industry. With the introduction of agents, Ridgeline is again raising the bar for enterprise software in investment management. The purpose-built, intelligent agents serve as an extension of a firm’s workforce that are powered by Ridgeline’s unified data model and understand the nuances of asset management workflows.
“Ridgeline AI agents act like digital coworkers that can handle complex tasks, collaborate with you, and help your team operate at a whole new level of efficiency and scale — and they never get tired of doing repetitive work,” states Ridgeline CTO Jon Ruggiero. “As we continue to innovate and expand the capabilities of our platform, we are committed to pushing the boundaries of what’s possible to empower firms to achieve more.”
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Source – PRWeb
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