Bespoke
Everyone
info
10+
Downloads
About this app
Bespoke puts your entire wealth management practice in your hands.
Designed for financial advisors, account managers, and their clients, Bespoke delivers a secure, full-featured mobile experience for managing complex portfolios on the go.
CLIENT PORTFOLIO MANAGEMENT
Get a complete picture of every client's financial life in one place. Browse and search your full client roster, then drill into any client's holdings to view their accounts, assets, and legal entities — all with the detail you need to stay informed and act with confidence.
SECURE TEAM MESSAGING
Stay connected with your team and clients through built-in real-time messaging. See who's typing, track unread conversations at a glance, and access shared files — all within a secure environment.
Designed for financial advisors, account managers, and their clients, Bespoke delivers a secure, full-featured mobile experience for managing complex portfolios on the go.
CLIENT PORTFOLIO MANAGEMENT
Get a complete picture of every client's financial life in one place. Browse and search your full client roster, then drill into any client's holdings to view their accounts, assets, and legal entities — all with the detail you need to stay informed and act with confidence.
SECURE TEAM MESSAGING
Stay connected with your team and clients through built-in real-time messaging. See who's typing, track unread conversations at a glance, and access shared files — all within a secure environment.
Manage client portfolios, track assets, and communicate with your team.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
- No data shared with third partiesLearn more about how developers declare sharing
- No data collectedLearn more about how developers declare collection
- Data isn’t encrypted
- You can request that data be deleted
What’s new
A new interactive structure map.
A refreshed design across the app.
Add and edit leads and contacts.
Update your profile picture and password.
Preview files on actions and leads.
A refreshed design across the app.
Add and edit leads and contacts.
Update your profile picture and password.
Preview files on actions and leads.
App support
About the developer
BESPOKE SERVICE COMPANY, LLC
info@bespokegroup.io
32065 Castle Ct
Evergreen, CO 80439
United States
+1 720-539-4797