Case Study
Northbridge Wealth OS
A secure wealth operations SaaS for portfolio reporting, compliance, and client portals.
Northbridge Capital · Finance · SaaS
Challenge
Advisors relied on spreadsheets that could not meet reporting SLAs or access controls.
Solution
We built a multi-tenant platform with role-based access, encrypted documents, and automated reports.
Technology
- • Next.js
- • Python
- • PostgreSQL
- • Kubernetes
Results
- ▸ 3× faster reporting cycles
- ▸ SOC-aligned controls
- ▸ Enterprise onboarding in weeks
Architecture notes
Delivery emphasised clear service boundaries, audited access control, observable pipelines, and documentation suitable for internal teams after handoff. Performance budgets and accessibility reviews were enforced before launch.