Every answer at your firm starts with the full picture.
Bespoke brings the market, your clients and your firm’s own thinking together in one place, so every part of your firm works from the same picture.
Clients
Every household, fully known.
300+ data points per client — holdings, exposures, preferences, documents, relationships and history — drawn live from custodians and your CRM into one virtual client master.
300+ data points per household
Factor, sector and risk views of every household, at the client, portfolio and firm level.
Custodian and CRM feeds
Drawn live from the systems of record, so the picture is current, not re-keyed.
Virtual client master
One record that advisors, operations and compliance all work from.
Client management, built in
Easy inputs, clean records, and the client tools the coming age of wealth will require.
Knowledge base
Your firm’s way of doing things, made machine-readable.
More than shared document storage. Build folders for households, research, investment theses and models — then turn what they hold into structured policies, principles and procedures that every workflow reads at runtime.
Household, research and model folders
Organise what the firm knows the way the firm thinks about it.
Policies, principles, procedures
Written once, then applied the same way for every advisor and every client.
Owned, sourced, versioned
Every rule carries an owner, a source and a version, and nothing goes live without the firm’s review.
Markets
Markets are in our DNA.
We are a markets company first. Real-time pricing, fundamentals, earnings, filings and events run on the infrastructure trading floors run on, mapped cleanly to every account and exposure, with low friction between your book and the market.
Signal engine
Separates what matters to your clients from the noise, in real time, and flags it against the accounts it touches.
Research routed to decisioning
Deeper research flows straight into investment decisioning, filtered through your firm’s own configurations, models and theses.
Virtual security master
Every instrument resolved to the households that hold it, so a move in the market shows exactly who it touches.
One foundation for the whole firm.
Your firm’s judgment, systemized.
The judgment, processes, and standards that make your firm different get encoded once, built on over time, and applied consistently across every client and workflow.
The full picture, in every workflow.
Markets, clients, knowledge, and firm activity come together in one place, giving every workflow the context it needs to act.
Everything you already use, connected.
Bespoke works on top of your existing systems, connecting your data, documents, communications, and systems of record without replacing them.