Bespoke is the intelligence platform for modern day investment management.
BOOK A DEMOYour firm's intelligence -
unified, connected and
amplified - so you can focus
on what matters most.
![[ Intelligence ]](/_next/image?url=%2Fagents%2Fintelligence-agent.png&w=128&q=75)
[ Intelligence ]
Instant access to your firm’s core intelligence pulled into a single, structured memory layer. Context is auto-enriched, linked across systems, and fully searchable so teams operate with the same consistent, enterprise-wide intelligence.
![[ Decision Making ]](/_next/image?url=%2Fagents%2Fproactive-decision-making-agent.png&w=128&q=75)
[ Decision Making ]
Stay ahead with real-time alerts and signals from moment to moment shifts. Event Rails merge market movements, portfolios, behavior, and documents into ranked, actionable workflows so your team reacts in seconds, not hours.
![[ Efficiency ]](/_next/image?url=%2Fagents%2Fefficiency-agent.png&w=128&q=75)
[ Efficiency ]
Increase capacity with automation. With agents handling research, briefs, notes, tasks, and alerts, teams move faster, reduce error, and grow the households and portfolios they manage - without adding headcount.
![[ Client Outcomes ]](/_next/image?url=%2Fagents%2Fenhanced-client-outcomes-agent.png&w=128&q=75)
[ Client Outcomes ]
Elevate service with personalized insights and proactive, context-aware communication. Automated workflows and instant prep mean every interaction reflects a client’s full picture - letting advisors focus on advice, not admin
The Bespoke Stack
Built for Advisors.
Designed for Scale.
Engineered for Impact.
[ Purpose-Built AI ]
Bespoke is built for investment management. Our vertical, domain-specific agents operate as a 24/7 fleet of proactive analysts - context-aware, customizable, and engineered to remove friction from real advisory and investment workflows.
![[ Purpose-Built AI ]](/purpose-built-ai.svg)
![[ Proactive Newsfeed ]](/newsfeed.svg)
[ Proactive Newsfeed ]
Your team’s command center - fusing market signals with firm and client data to surface actionable alerts, tasks, opportunities, risks, and workflows the moment they matter.
[ Markets ]
A unified view of markets, risk, and portfolios - built by people who’ve lived the workflows. Real-time pricing, fundamentals, earnings, news, and alerts - running on an HFT-grade market infrastructure mapped cleanly to every account and exposure.
![[ Markets ]](/markets.svg)
![[ Integrated Workflows ]](/integrations.svg)
[ Integrated Workflows ]
Bespoke connects with your systems, custodians, OMS/PMS, CRMs, and data providers - unifying every source into one intelligent layer.
[ Analytics + Attributions ]
The numbers that matter - translated into insight. Firm-wide dashboards, portfolio decomposition, factor and sector views, and risk attribution provide instant intelligence at the market, portfolio, and client levels.
![[ Analytics + Attributions ]](/analytics.svg)
![[ Contextual Vaults ]](/vaults.svg)
[ Contextual Vaults ]
Our vault system is your firm’s secure context engine - ingesting research, documents, notes, statements, and criteria into a single, structured memory layer that compounds intelligence and powers every agent and workflow.
Automate with Agents.
Your 24/7 proactive teammates, helping you handle more households without more headcount.
[ opportunity agent ]
Surfaces gaps in planning, tax inefficiencies, and portfolio misalignments - delivering clear, client-ready opportunities in seconds.
[ portfolio pro ]
Evaluates holdings against custom criteria, benchmarks, and mandates to provide insights and recommend optimized allocation shifts.
[ task analyst ]
Parses signals, tasks, and calendars to proactively identify, rank and streamlines thorny workflows, saving users up to 30% in admin time.
[ risk agent ]
Leverage Bespoke's custom models to measure exposures, and detects concentration risks - producing proactive risk signals and mitigation steps for real-time decisions.
[ macro agent ]
Streams real-time prices, events, earnings, and macro updates mapped to client exposures. Surfaces movements that matter, interprets impact, and provides instant context so advisors see exactly how markets hit their book.
[ suitability agent ]
Evaluates holdings against custom criteria, benchmarks, and mandates to provide insights and recommend optimized allocation shifts.
[ meeting copilot ]
Parses signals, tasks, and calendars to proactively identify, rank and streamlines thorny workflows, saving users up to 30% in admin time.
[ research ]
Leverage Bespoke's custom models to measure exposures, and detects concentration risks - producing proactive risk signals and mitigation steps for real-time decisions.
[ opportunity agent ]
Surfaces gaps in planning, tax inefficiencies, and portfolio misalignments - delivering clear, client-ready opportunities in seconds.
[ portfolio pro ]
Evaluates holdings against custom criteria, benchmarks, and mandates to provide insights and recommend optimized allocation shifts.
[ task analyst ]
Parses signals, tasks, and calendars to proactively identify, rank and streamlines thorny workflows, saving users up to 30% in admin time.
[ risk agent ]
Leverage Bespoke's custom models to measure exposures, and detects concentration risks - producing proactive risk signals and mitigation steps for real-time decisions.
[ macro agent ]
Streams real-time prices, events, earnings, and macro updates mapped to client exposures. Surfaces movements that matter, interprets impact, and provides instant context so advisors see exactly how markets hit their book.
[ suitability agent ]
Evaluates holdings against custom criteria, benchmarks, and mandates to provide insights and recommend optimized allocation shifts.
[ meeting copilot ]
Parses signals, tasks, and calendars to proactively identify, rank and streamlines thorny workflows, saving users up to 30% in admin time.
[ research ]
Leverage Bespoke's custom models to measure exposures, and detects concentration risks - producing proactive risk signals and mitigation steps for real-time decisions.
Let's explore what's possible together.
hello@bespke.co