Bespoke

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.

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Five desks where custom financial software pays for itself.

Off-the-shelf platforms force your desk to work the way the vendor imagined it. We build custom financial software around your own models, mandates, and reporting obligations, so the system fits the desk rather than the other way around.

Wealth management

Automated onboarding and KYC extraction, quarterly client commentary, alternative asset parsing, and private RAG document search for RIAs, private banks, and family offices.

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Risk management

AI risk management software for credit and counterparty extraction, Basel and SEC policy mapping, and audit-ready regulatory filings.

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Compliance

Custom compliance software covering KYC, AML and sanctions screening, continuous regulatory tracking, and board-ready compliance packages.

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Trading

Custom trading software development: broker-neutral OMS and EMS execution, algorithmic signal engines, and real-time portfolio risk dashboards.

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Accounting

Automated workpaper software for tie-outs, trial balance mapping, dynamic audit checklists, and GAAP/IFRS statement generation.

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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.

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.

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