Northgate
Private wealth platform that replaces the quarterly PDF — live portfolio dashboard, direct advisor messaging, and traceable transactions behind auth.
Live
portfolio values, not quarterly PDFs
1:1
advisor messaging, no support queue
Private-wealth clients live between two bad options: a static quarterly PDF that is out of date the day it lands, and phone-tag with an advisor just to ask a single number.
Northgate replaces both. Behind authentication, an always-current portfolio dashboard shows live values, a stage-based onboarding flow tells clients exactly what is left to do, and a transaction history makes every figure traceable back to its source. Messaging goes straight to the advisor — no support queue.
Built as a secure, responsive web app and deployed on Vercel.