What changes when reporting stops being manual.
Three illustrative examples of how institutional teams use Northbound to close the gap between decision and execution.
From three days of reporting to four hours.
Challenge
Quarterly regulatory reporting was assembled manually across spreadsheets, taking a three-person team roughly three full days per cycle — with every cycle carrying real risk of transcription error.
Solution
Full automation of the quarterly reporting workflow through Northbound, with templates mapped directly to the fund's regulatory filing requirements.
Result
Reporting time collapsed from three days to four hours, with zero compliance errors recorded across the following 18 months.
One consolidated view of $320M in assets.
Challenge
No consolidated view existed across a multi-currency, multi-asset-class portfolio spread across five custodians — allocation decisions were made on data that was often days stale.
Solution
A unified dashboard aggregating every account in real time, with automatic currency normalization and asset-class rollups.
Result
Full visibility across $320M in assets from a single screen, with allocation decisions now made 40% faster than under the previous manual process.
Cutting execution latency to a third.
Challenge
Execution latency on the manager's legacy infrastructure was directly eroding the performance of several high-frequency strategies, with delays compounding during volatile sessions.
Solution
Migration of order flow to Northbound's algorithmic execution engine, with intelligent routing across the manager's full venue list.
Result
Execution latency cut to a third of its prior level, contributing to a 1.2-point improvement in Sharpe ratio over the following 12 months.
Results shown are illustrative examples based on typical use cases and are not guarantees of performance for any specific client or portfolio.