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.

Advisors relied on spreadsheets that could not meet reporting SLAs or access controls.

Architecture and Delivery

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.

PostgreSQL for transactional integrity; Kubernetes for controlled scale; Python workers for report batches; Next.js for the secure portal.

Architecture: Cloud-native multi-tenant SaaS

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 and Outcomes

• 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.

Lessons learned: Compliance artefacts must be first-class domain objects—not exports bolted on after UI delivery.

Reference Links

Primary case study: https://2logics.ng/case-studies/northbridge-wealth-os

Related brief: /resources/capability-statement