Portfolio
[ tax-loss harvest ]
Sell loss lots clear of wash sales and stage replacements that preserve the intended exposure.
Turn your firm’s judgment into systematic execution.
Bespoke turns repeatable investment decisions into governed workflows. Each workflow brings together the right context, applies your rules, and prepares the work for advisor approval before carrying it into the systems you already use.
From signal to execution
Work begins with a trigger
Workflows start on demand or automatically in response to market signals, client requests, calendar events, or portfolio changes.
Assemble the relevant context
Bespoke brings together the client, portfolio, market, and firm context needed.
Apply your firm’s rules
Your models, policies, constraints, and investment criteria determine the appropriate action.
Prepare a recommendation
The recommendation is sized to the account and staged for the advisor to approve, modify, or reject.
Execute approved work
Once approved, the workflow carries the work into your existing portfolio systems, CRM, and client communications.
You stay in control.
Every workflow defines where the advisor’s judgment is required and who is accountable for it.
Approve, modify or reject
Every staged recommendation waits for the advisor’s decision.
The decision is recorded
Every approval, modification, or rejection is captured as part of the workflow.
Every decision has an owner
Approval gates identify the person responsible for the decision.
Compliance is built into the workflow.
Every consequential step is captured as the work happens, creating a complete record from the original signal through approval and execution.
One record per run
Signal, context, recommendation, decision and execution stay together.
Immutable
Once a workflow is complete, its record is preserved as a definitive account of what happened.
Ready for review
Compliance can see the full path, including what was recommended, what changed, who approved it and when.
A library of governed workflows.
Start with best-practice workflows, then configure them to your firm, your advisors and your clients.
Portfolio
[ rebalance ]
Identify portfolios outside their bands, build trades to the model, check them against the IPS and stage them for approval.
Tax
[ RMD deadline ]
Calculate the required distribution for each account and stage the withdrawal for approval.
Client
[ meeting prep ]
Build a review brief from performance, action items, life events and talking points in your firm’s format.
Cash
[ cash raise ]
Identify the lowest-tax-cost lots and stage the sale needed to raise cash.
Risk
[ concentration risk ]
Identify concentrated positions and stage a tax-aware reduction sized to the household.
Portfolio
[ idle cash deployment ]
Identify excess cash and stage a plan to bring the household back toward its target allocation.
Every workflow turns expert judgment into a governed process.
Each workflow takes a repeatable piece of how your firm works and turns it into a process that can run consistently across clients and advisors, with your rules, approval points, and controls built in.
Built around your firm’s judgment
Your models, policies and processes are built directly into the workflow, rather than left as instructions for someone to interpret.
Consistent across the firm
The same process can run across households and advisors while still adapting to each client’s circumstances.