Your firm's intelligence;
unified and secure.

Bespoke is the platform built specifically for investment professionals, turning complex data into clear, actionable insights.

Streamline your workflows, sharpen decisions, and deliver exceptional client experiences.

AI-Native Platform

Purpose built for investment managers

One single hub that integrates:

• Client data
• Portfolio insights
• and Market intelligence

...seamlessly.

Agent-Based Intelligence

Built around your firm's workflows, not bolted-on.

Real-Time & Responsive

Get answers when you need them, instantly. Modular

Data, Unified

All your structured and unstructured data-client records, PDFs, emails-in one place.

Security + Vault

Our number one priority

Enterprise-Grade + Secure AI built for Financial Services

Security is core to our design.

Bespoke delivers institutional-grade protection that meets the demands of the financial industry.

Security Architecture:

  • Role-Based Control:Your team, your rules-clear access, always protected.
  • Secure Vault: Sensitive documents, encrypted end-to-end.
  • Coapliance Built-In: Embedded regulatory frameworks (SEC, FINRAH, iFIO 11),
    ready on day one.
Key Features

How you level up

Real-Time Market Data

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Quantitative Data Models

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Intelligent Retrieval-Augmented Generation

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Multi-Agent Architecture

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Bespoke Nexus

The brains of this operation...

Your Central Intelligence layer

The Bespoke Nexus is the central intelligence layer powering your enterprise ecosystem. It orchestrates multiple models and workflows, integrates our modular, quantitative engine and real-time market data, and transforms complex data into structured insights delivering tailored intelligence across every interaction.

Core Capabilities:

  • Fast, Powerfull:Fast, Powerfull: Cutting-edge LLMin tegration -instant, accurate answers, every time. • Scalable, Customizable
  • Agent Frameworks: Supports both sequential and parallel pipelines for efficient, multi-threaded task execution.
  • Contextual Intelligence: Combines structured and unstructured data, enriched with real-time 11arket inputs and proprietary knowledge.
  • Advanced Retrieval-Augmented Generation (RAG) and Data Chunking: Enhanced search and retrieval capabilities through vector databases and custom YAMlLib raries.
  • Always Secure, Always Compliant: Air-tight security and embedded compliance frameworks for worry-free operations.