Questions, answered.

All data is encrypted with AES-256 at rest and in transit. Every account requires multi-factor authentication, and the platform undergoes recurring independent security audits, consistent with SOC 2 Type II controls.

Data is hosted across geographically redundant data centers with continuous backup and a documented disaster recovery plan, so a single facility outage never puts your data at risk.

Yes — SAML-based SSO is available on the Growth and Institutional tiers, alongside enforced multi-factor authentication for every user.

Only users you explicitly grant access to, scoped by role-based permissions. Northbound staff never access client portfolio data except when explicitly authorized for support purposes.

Yes. Upgrades apply immediately and are prorated for the current billing period; downgrades take effect at your next renewal date.

Institutional pricing is scoped around your AUM, integration complexity, and support requirements, and includes a dedicated account manager plus a guaranteed 99.99% SLA.

Starter and Growth are available month-to-month or annually, with a 15% discount for annual billing. Institutional agreements are typically annual, with terms discussed during onboarding.

We offer a guided demo using your own sample data rather than a self-serve trial, so your team sees the platform working against numbers that actually matter to you.

Yes — a documented REST API lets Northbound connect to most existing order and execution management systems without disrupting your current workflows.

Most institutions are fully onboarded within four weeks, including data migration, integration testing, and team training.

Starter includes email support, Growth adds priority support with faster response times, and Institutional includes a dedicated account manager and guaranteed SLA response windows.

Yes — role-based access controls let you scope each user to exactly the accounts, reports, and actions they need, from read-only analysts to full administrators.