Portfolio
[ tax-loss harvest ]
Sell the loss lots clear of wash sales and stage replacements that keep the exposure.
Turn your firm’s judgment into systematic execution.
Every workflow starts from your firm’s own principles and runs on Bespoke’s operating rails. It assembles the right context, applies your rules, and stops where the advisor’s judgment is required. Every step is captured automatically for compliance.
How a workflow moves
Signals surface what needs attention.
Bespoke brings together the relevant context, applies your firm’s rules, and stages the work for a decision. Once approved, it carries the work into the systems you already use.
Signal, date or request
However the work begins, it starts on the record.
Context assembled
Client, market and firm context are pulled together, fresh and ready to use.
Applied to your rules
The workflow sizes the recommendation per account and checks it against your firm’s policies, models and constraints.
Carried into your systems
Once approved, the work moves into the systems your firm already runs, from tickets and CRM updates to client outreach.
Your advisor stays in control
Automation handles the work around the decision.
The fiduciary call stays with the advisor. Every workflow declares where the advisor’s judgment is required and who owns the decision.
Approve, modify or reject
Every staged recommendation waits for the advisor’s decision.
The decision is captured
What the advisor changed stays with the recommendation.
An owner for every call
Every approval gate names the person responsible for the decision.
Compliance is built into the workflow.
Every consequential decision is captured as part of the workflow itself.
Compliance gets a complete record of how the work moved from signal to execution, without requiring a separate documentation step.
One record per run
Signal, context, recommendation, decision and execution stay together.
Immutable
Once a run is sealed, its record stands as written.
Ready for review
Compliance can see how the work moved from signal to execution, including what the advisor changed.
A library of governed workflows.
Start with best-practice workflows, then configure them to your firm, your advisors and your clients. Each workflow turns a repeatable piece of expert judgment into a governed process.
Portfolio
[ rebalance ]
A portfolio drifts beyond its bands. Trades are built to the model, checked against each IPS, and staged for the advisor.
Tax
[ RMD deadline ]
A required distribution comes due. The amount is calculated per account and the withdrawal is staged for the advisor.
Client
[ meeting prep ]
Two days before a review, the brief writes itself: performance, action items, life events and talking points, in your firm’s own format.
Cash
[ cash raise ]
Cash is needed for a client. The workflow identifies the lots with the lowest tax cost and stages the sale.
Risk
[ concentration risk ]
Spot a concentrated position and stage a scheduled, tax-aware trim.
Portfolio
[ idle cash deployment ]
Cash sits above a household’s target. A plan to deploy it to the model is staged for the advisor.
Turn expert judgment into operating leverage.
Every workflow captures a piece of how your firm works and makes it available wherever that work needs to happen. Over time, the firm builds a system of repeatable judgment that gets better with every workflow you add.
One workflow at a time.
Each workflow turns a repeatable piece of expert judgment into a governed process that can run across the firm.
The leverage of the firm behind every advisor.
Firm knowledge, processes and judgment reach every household, consistently and at scale, without losing the personalization of a high-touch practice.
Firm processes, encoded into the work.
Your firm’s principles are not instructions sitting in a document. They are applied directly to the work, with consequential decisions captured in the record.
The advisor stays at the center.
Judgment moves upstream, into how workflows are designed, what they listen for, how context is assembled, and where decisions require a person.