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The Ridgeline Connector For Salesforce

Access Ridgeline Client and Portfolio Data within Salesforce

Overview

The Ridgeline Connector for Salesforce provides users a unified view of Ridgeline client portfolio management data by automatically synchronizing new/updated client, contact, and portfolio data from Ridgeline to Salesforce.

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  • View the latest client, portfolio, and performance data from Ridgeline directly in the Salesforce interface.

The Ridgeline Connector for Salesforce provides Salesforce users visibility into up-to-date Ridgeline client portfolio performance reporting and trading data. The connector is installed and configured within your Salesforce organization, with minimal setup and no customization needed in Ridgeline.

Categories

Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile