Bespoke
Everyone
info
1+
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.
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 parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data isn’t encrypted
You can request that data be deleted
What’s new
- Improved Messages functionality
- Added new Actions feature
- Added new Pipeline feature
- Added Push Notifications
- Added new Actions feature
- Added new Pipeline feature
- Added Push Notifications
App support
About the developer
BESPOKE SERVICE COMPANY, LLC
info@bespokegroup.io
32065 Castle Ct
Evergreen, CO 80439
United States
+1 720-539-4797