Bespoke

Solutions / Finance / Wealth Management

Wealth Management AI Solutions

Bespoke AI is a premier custom wealth management software vendor working at the intersection of AI and wealth management. We empower advisors, streamline portfolio operations, and scale high-touch client relationships with private, enterprise-grade AI pipelines built for RIAs, private banks, and family offices.

Core capabilities & data automation

Document and data pipelines built for the advisory desk.

Portfolio managers spend hundreds of hours manually reviewing, extracting, and assembling data across client onboarding packets, tax records, and quarterly financial statements. Rather than reselling a one-size-fits-all product like a typical wealth management platform vendor, we engineer bespoke AI for wealth management: document automation engines that transform unstructured financial documents into structured, actionable insights without compromising on data privacy.

Household balance sheet The Whitaker Family
Net worth $16.89M +3.4% QoQ
Illustrative
  • Custodial statement412 positions · 2 custodians
  • Schedule K-1PE Fund III · Box 1 $48,210
  • Capital call noticeVC Fund II · $300,000
  • Trust agreement3 beneficiaries · spendthrift
  • ACAT transfer formAcct ••4471 → custodian

Q4 · Real estate LP distributed $220k. Net worth closed the year at $16.9M, up 8.8% since onboarding.

What the pipeline assembles

Onboarding packet 1 / 4

Automated client onboarding & KYC extraction

  • Automatically parse scanned IDs, trust documents, tax returns, and account transfer forms (ACATs).
  • Extract key entity data, tax identifiers, and beneficiary details directly into your core CRM or custodian setup with zero manual data entry.
Sent to CRM & custodian
Quarterly client deck 2 / 4

Quarterly performance commentary & client deck generation

  • Convert raw portfolio performance metrics and benchmark shifts into polished, personalized client commentary decks in seconds.
  • Leverage AI and wealth management automation tools to draft client-ready quarterly reports tailored to individual risk profiles and financial goals.
Draft for advisor review
Fund documents 3 / 4

Institutional offering memorandum & alternative asset parsing

  • Instantly extract capital calls, distribution notices, and schedule K-1s from private equity, venture capital, and real estate fund documents.
  • Feed extracted data directly into client portal accounting engines to maintain accurate net worth tracking across non-custodial holdings.
Posted to portal ledger
Document vault 4 / 4

Private RAG document vault search

  • Securely query your firm's entire vault of legal trust documents, compliance filings, and investment mandates using natural language.
  • Provide advisors with immediate, verifiable citations from private files while ensuring client data is never used to train public models.
Answers cite the source page

Bespoke vs. subscription

Grow the book without a fee on every advisor.

The typical wealth management platform vendor prices per advisor seat or as a share of assets, so your software bill grows every time you hire an advisor or win a client. Bespoke wealth management software is engineered once around your service model, so growth goes to your bottom line instead of a vendor’s.

Five-year cost of ownership Illustrative
LaunchYr 1Yr 2Yr 3Yr 4Yr 5Cumulative cost Break-even What you keepno renewals,no seat fees Per-advisor platform fees Bespoke build
Per-advisor platform feesBespoke build
Per-advisor and asset-based platform fees grow with your book. A bespoke build is a one-time investment plus predictable upkeep.
  • 01

    No per-advisor fees

    Our pricing is market competitive, and we never charge per advisor, per seat, or by assets under management. Grow your book without growing your software bill. Bespoke is more affordable in the long run.

  • 02

    Built around your service model

    A User Experience Designer is assigned to every project and works with your advisors and operations staff to design exactly the client reviews, onboarding, and reporting your firm delivers.

  • 03

    You own your client data

    Your source code and client data stay with your firm. No platform vendor sits between you and your clients or holds your data at contract renewal.

  • 04

    Support after launch

    We stay on after launch to handle support issues, add features as your offering grows, and respond to emergencies before clients ever notice.

  • 05

    Branded for your firm

    Client portals, statements, and reports carry your firm’s logo, colors, and domain, so every client interaction reinforces your brand.

Solutions / Finance / Wealth Management

The pleasure of your company is requested at a

Private working session

Ready to build modern wealth management AI solutions?

Partner with a wealth management software vendor whose engineers have finance backgrounds. Unlike a typical wealth management platform vendor, the AI is designed around your firm’s own service model.

RSVP · Contact See more demos

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All finance solutions

The full range of custom financial software Bespoke builds for banks, funds, RIAs, and CPA firms.