From fundamental stock selection and research to order management, execution, and reporting, Ridgestone Financial can help you streamline analysis and reduce total cost of ownership. With Ridgestone’s expansive workflow solutions in an open and scalable platform backed by unmatched support, you have access to the financial data and analytics you need to make crucial investment decisions.
- Research – Perform fundamental stock selection research and quantitative portfolio construction. Then, combine your research with your firm’s internal research notes through Research Management Solutions.
- Portfolio Management and Trading – Monitor and model changes to your portfolios and determine whether proposed trades meet regulatory standards with pre-trade compliance functionality. Compile orders and ensure they are sent accurately and efficiently for execution. Then, provide optimized execution and post-trade analytics.
- Portfolio Analytics and Reporting – After trades are executed, analyze portfolios interactively and from different perspectives and across asset classes. Evaluate and enhance your investment strategies with performance measurement and attribution results. Finally, automate your reporting workflow by combining key portfolio analytics with your proprietary content in client-facing documents.