Your firm's intelligence;
unified and secure.

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AI-Native Platform

Purpose built for investment managers

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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

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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.

Features

How you level up

Powerful Automation

Spend less time managing data, more time driving results.

  • Instant Insights: Automatic reports, instant summaries
    - no delays.
  • Custom AI Agents: Tailored workflows designed for your firm’s unique requirements.
  • Smart Workflows: Intelligent, tailored AI that adapts to your unique investment processes.

Integrated Intelligence

Every investment, your datasets - unified into one crystal-clear view.

  • One Platform, All Assets: Stocks, bonds, private investments, alternatives, structured and unstructured—Bespoke handles it all.
  • Data Ingestion: Seamlessly handle structured (CSV, SQL) and unstructured (PDFs, images) data.
  • Unified Data: Integrations with platforms you already trust.

Effortless Customization

Your data, your rules. Fully-flexible, perfectly secure.

  • Enterprise-Ready: Built for scale, with modules tailored specifically to your firm's strategy.
  • Plug-and-Play Design: Adapt Bespoke to your exact workflows without the hassle of traditional systems.
  • Data Governance: Enterprise-grade security, compliance, and data management embedded in every interaction.

Analytics & Business Insights

Gain clarity with sophisticated analytics tools.

  • Real-Time Insights: Always-current performance, attribution, and risk data.
  • AI-Enhanced Decisions: Deeper market knowledge through seamless search and retrieval powered by vector databases and customized AI.
  • RAG-Powered Intelligence: Enhanced search and retrieval through vector databases and custom YAML libraries.

Bespoke Nexus

The brains of this operation...

Your Central Intelligence layer

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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.