Northbridge Capital

A client portal that turned quarterly reporting into a same-day process.

The Challenge

Northbridge's reporting process relied on spreadsheets passed between teams, taking weeks to compile and leaving room for error at every handoff.

The Solution

We built a client portal that pulls data directly from source systems, giving both staff and clients a single, always-current view of portfolio performance.

The Results

Quarterly reports that took two weeks now take a single afternoon, with fewer errors and faster client sign-off.

85%

Faster Reporting

Client Portal Usage

99.9%

Platform Uptime

4 mo

Time to Launch

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A closer look

Technologies Used

React

Node.js

PostgreSQL

AWS

Plaid API

Docker

More Work

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