FINANCIAL SERVICES · SOFTWARE ENGINEERING · DATA
A UNIFIED FINANCIAL OPERATIONS PLATFORM.
THE CHALLENGE
Bridgepoint managed complex wealth portfolios across multiple legacy systems, resulting in fragmented data, slow reporting, and operational inefficiency.
THE SOLUTION
NORTHVALE created a unified operations platform consolidating portfolio data, client reporting, compliance workflows, and analytics into a single modern system.
KEY RESULTS
72%
faster client reporting
3.4×
faster compliance checks
58%
reduced manual data entry
99.98%
platform availability
PROJECT DETAILS
Timeline
14 months
Team Size
12 specialists
TECHNOLOGY
ReactNode.jsPostgreSQLAWSTypeScriptRedis
"NORTHVALE delivered a platform that transformed how we operate. The unified system eliminated years of technical debt and gave our team the tools they needed."
James Whitfield
CTO, Bridgepoint