Case Study
Northbridge Wealth Platform
Northbridge Capital · Financial Services · 7 months
A secure wealth operations SaaS for portfolio reporting, compliance, and client portals.
99.98%
Uptime
−63%
Reporting cycle
Weeks
Onboarding
Executive Summary
Northbridge replaced spreadsheet operations with a cloud-native wealth platform that meets reporting SLAs, enforces access control, and produces audit-ready packs.
Challenge
Fragmented reporting tools, weak access control, and manual compliance packs created SLA risk and audit exposure.
Architecture
Multi-tenant isolation at the data layer, event-driven report generation, and a document vault with role-scoped decryption—not a shared spreadsheet store with UI permissions.
Cloud-native multi-tenant SaaS
Implementation
PostgreSQL for transactional integrity; Kubernetes for controlled scale; Python workers for report batches; Next.js for the secure portal.
Blue-green releases with migration gates, environment parity via IaC, and post-deploy smoke checks on reporting pipelines.
Security: SOC-aligned controls · encryption at rest · audit trails
Performance: Report jobs queued with back-pressure; p95 portal interactions under agreed budgets; cold-start avoided for critical paths.
Results
- 99.98% uptime
- 63% faster reporting
- Reduced compliance effort
Reporting cycles shortened by 63%, uptime held at 99.98%, and compliance effort dropped as packs became system-generated.