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The Ridgeline Connector For Salesforce

By Ridgeline

Access Ridgeline Client and Portfolio Data within Salesforce

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Requires
Sales Cloud
Compatible With
Service Cloud
Financial Services Cloud

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.

Highlights

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

Provider Details

Ridgeline

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

Ridgeline subscription required. Ridgeline is an investment management cloud platform built with and for investment managers, it’s a single platform that brings all of a firm’s data, workflows, and team together in one place.

Contact our team today for a demo, to answer any questions, and to learn more about how one unified platform can revolutionize how your firm operates. https://www.ridgelineapps.com/about