Solutions / Finance

Custom financial software.
Reduce risk, amplify returns.

Custom financial software built for the rigor of market makers who want to move faster, dig deeper, and invest with greater conviction. Bespoke engineers private, enterprise-grade systems for banks, hedge funds, RIAs, family offices, and CPA firms.

Where complexity meets AI prowess

The entire spectrum of financial documentation, with ease.

Bespoke's custom financial software handles capital markets documentation, compliance reviews, and data analysis at scale, across every desk that touches paper.

General Corporate

  • Third party vendor contracting, medium & high complexity
  • NDAs & low complexity contracting, buy side and sell side
  • Regulatory review & repapering
  • CLM system selection & implementation
  • M&A contract abstraction support

Risk Review

  • Defaults and cures
  • Cross liens
  • Margin terms
  • Conditions precedent
  • Enforceability reviews

Wealth & Asset Management

  • PE and RE transaction NDAs
  • Law firm PE transaction support
  • Fund & SPV legal entity management
  • Distribution agreements
  • Marketing material reviews
  • Trading documentation
  • Regulatory compliance

Markets & Securities Services

  • Interest rate cap reviews
  • ISDA, SFT and GMSLA trading documentation
  • Security services & asset servicing documentation
  • Prime brokerage services and risk review
  • Structured notes processing
  • Regulatory repapering
  • Data extraction for margining
  • Netting & collateral enforceability
“It used to take our team 12 hours a day to go through diligence docs, now they can go through all of them in an hour or two.”
M. Chen Chief Financial Officer Global asset manager

Turning talk into practice

Documented outcomes on live desks.

Global financial institutions trust us to transform their documentation operations. Outcomes reveal as you scroll.

Bespoke vs. subscription

Your platform shouldn’t charge you for every new analyst.

Financial software is sold the expensive way: per-seat licenses, per-user compliance modules, and renewal hikes that climb with your headcount. A bespoke platform is engineered once for your risk, compliance, and trading workflows, so your cost of ownership stays flat while your institution grows.

Five-year cost of ownership Illustrative
LaunchYr 1Yr 2Yr 3Yr 4Yr 5Cumulative cost Break-even What you keepno renewals,no seat fees Per-seat platform licenses Bespoke build
Per-seat platform licensesBespoke build
Per-seat financial software costs rise with every desk you add and every renewal you sign. A bespoke build is a one-time investment plus predictable upkeep.
  • 01

    No per-seat licensing

    Our pricing is market competitive, with no per-seat, per-desk, or subscription fees. Add analysts, advisors, and desks without adding licenses. Over the life of the platform, bespoke is the more affordable path.

  • 02

    Fitted to your institution

    A User Experience Designer is assigned to every project and works with your traders, compliance officers, and operations staff. You get exactly the workflows and dashboards you need, not a vendor’s compromise.

  • 03

    You own the platform

    You own the source code, models, and data outright, with no vendor lock-in and nothing to migrate away from. Your platform is a proprietary asset, not a rented one.

  • 04

    Engineers on call after launch

    Markets don’t wait. We stay on after launch to resolve support issues, add features as regulations and strategies change, and respond to emergencies right away.

  • 05

    Branded for your institution

    Client portals, reports, and internal tools carry your institution’s brand, colors, and domain, reinforcing trust with every client interaction.

Solutions / Finance

Bring conviction to every position.

Show us the documentation that slows your desk. We'll show you the same flow with an agent inside it.