A wealth dashboard 24,800 people use every month.
24.8kmonthly active users
−41%p95 latency after v2
99.98%uptime, last 12 months
0missed demo days
01
The client
Northvale manages $2.1B for 18,000 households. Advisors reported portfolios from spreadsheets and a 2014 portal.
02
The challenge
Clients wanted to see their money in real time. The team needed role-based access for advisors, households and compliance, and a launch before tax season.
03
Our approach
Discovery in 48 hours, a fixed scope of four modules, and a Thursday demo every week in Northvale’s own staging environment. Risks were flagged the day we saw them.
04
The solution
A Next.js dashboard with live portfolio views, reports export and an admin console, built on a multi-tenant Postgres core with audit logging.
“The weekly demos meant there was never a surprise. Our own team took over the codebase without a single handover meeting.”
HoP
Head of ProductNorthvale Wealth
The team
- Tech lead · 12 yrs
- Senior frontend · 9 yrs
- Senior backend · 10 yrs
- Product designer · 8 yrs
- QA engineer · 7 yrs
Stack
Next.jsTypeScriptPostgresPrismaAWS
Same team since kickoff. Now on a monthly retainer.
Start your next build this month.
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