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Westwood Holdings Group Goes Live on Ridgeline, Advancing Complex Asset Class Support on the Single, AI‑Embedded Platform
Ridgeline, the industry cloud platform for investment management, today announced that Westwood is live on its front‑to‑back platform. The Dallas, Texas-based firm selected Ridgeline to unify its core workflows and to expand support for complex asset classes.
By moving to one system of record, Westwood is reducing manual processes and unlocking faster cross‑team decision‑making, all powered by Ridgeline’s unified, real‑time data model with embedded intelligence.
Westwood has ambitions to continue to grow and recently launched direct-indexing capabilities, further expanding its robust portfolio of more than $18B AUM. “Ridgeline provides a powerful foundation for our ambitious growth plans. As we continue to broaden our portfolio, support our custom indexing capabilities and consider expansion of our current investment offerings, this partnership enables us to scale with confidence and deliver even greater value to our clients,” said Brian Casey, CEO of Westwood.
In contrast to Westwood’s previous technology provider, Ridgeline’s rapid delivery model — weekly releases co-shaped with customer input — enables quick configuration of specialized workflows, providing Westwood with increased flexibility and agility, reducing the time and effort required in system development. During the build, the teams emphasized de-risked data migration, workflow validation across the front, middle, and back office, and measurable day-one value.
“We’re here to empower firms to say yes to growth without adding unnecessary complexity,” said Dave Blair, CEO of Ridgeline. “Our cloud-native platform allows teams to operate leaner, respond faster, and continuously evolve as opportunities arise.”
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