Bedrock product architecture

Bedrock

Products

Three layers

Workspace

01

surface

The collaborative surface where humans, agents, apps, and deliverables come together.

Core capabilities

Shared deliverable workspace

Human-agent collaboration

Multi-app work surfaces

Document and table workflows

Review and approval loops

Reusable project memory

Engine

Runtime

2

2

runtime

The orchestration layer that connects enterprise systems, tools, data, and secure sandboxes.

Core capabilities

Permissioned connectors

Tool and app integrations

Secure agent runtime

Sandboxed execution

Workflow orchestration

Learning and context storage

Enterprise controls

Evals

3

3

quality

The evaluation layer that turns traces, rubrics, scoring, and annotations into continuous improvement.

Core capabilities

Trace inspection

Rubrics for quality

Annotation workflows

Agent scoring

Policy and grounding review

Feedback into learning

Continuous improvement loops

Bedrock

Products

Three layers

Workspace

01

surface

The collaborative surface where humans, agents, apps, and deliverables come together.

Core capabilities

Shared deliverable workspace

Human-agent collaboration

Multi-app work surfaces

Document and table workflows

Review and approval loops

Reusable project memory

Engine

Runtime

2

2

runtime

The orchestration layer that connects enterprise systems, tools, data, and secure sandboxes.

Core capabilities

Permissioned connectors

Tool and app integrations

Secure agent runtime

Sandboxed execution

Workflow orchestration

Learning and context storage

Enterprise controls

Evals

3

3

quality

The evaluation layer that turns traces, rubrics, scoring, and annotations into continuous improvement.

Core capabilities

Trace inspection

Rubrics for quality

Annotation workflows

Agent scoring

Policy and grounding review

Feedback into learning

Continuous improvement loops

Bedrock

Products

Three layers

Workspace

01

surface

The collaborative surface where humans, agents, apps, and deliverables come together.

Core capabilities

Shared deliverable workspace

Human-agent collaboration

Multi-app work surfaces

Document and table workflows

Review and approval loops

Reusable project memory

Engine

Runtime

2

2

runtime

The orchestration layer that connects enterprise systems, tools, data, and secure sandboxes.

Core capabilities

Permissioned connectors

Tool and app integrations

Secure agent runtime

Sandboxed execution

Workflow orchestration

Learning and context storage

Enterprise controls

Evals

3

3

quality

The evaluation layer that turns traces, rubrics, scoring, and annotations into continuous improvement.

Core capabilities

Trace inspection

Rubrics for quality

Annotation workflows

Agent scoring

Policy and grounding review

Feedback into learning

Continuous improvement loops

Compare the three products inside Bedrock

BEDROCK CAPABILITIES

Primary role

Collaboration surface

Collaboration surface

Runtime and orchestration

Runtime and orchestration

Quality and learning

Quality and learning

Core users

Core users

Business teams

Business teams

Platform teams

Platform teams

Review teams

Review teams

Agent interaction

Humans and agents

Humans and agents

Agents and tools

Agents and tools

Agents and reviewers

Agents and reviewers

System connection

System connection

Apps and deliverables

Apps and deliverables

Data, tools, permissions

Data, tools, permissions

Traces and outcomes

Traces and outcomes

Primary output

Basic monthly

Basic monthly

Advanced monthly

Advanced monthly

Custom on-demand

Custom on-demand

Multi-currency support

Track investments across multiple currencies with automatic conversion. View your total portfolio value in your preferred currency with real-time exchange rates.

Multi-currency support

Track investments across multiple currencies with automatic conversion. View your total portfolio value in your preferred currency with real-time exchange rates.

Mobile app access

Data export

Data export

CSV

CSV + JSON + Excel

INTELLIGENCE & INSIGHTS

Investment recommendations

Generic

Generic

Personalized

Personalized

CFA-validated

CFA-validated

Risk score & assessment

Comprehensive risk analysis including portfolio beta, volatility measures, correlation analysis, and Value at Risk (VaR) calculations at 95% and 99% confidence levels.

Risk score & assessment

Comprehensive risk analysis including portfolio beta, volatility measures, correlation analysis, and Value at Risk (VaR) calculations at 95% and 99% confidence levels.

Basic

Detailed breakdown

Advanced modeling

Tax-loss harvesting

AI identifies opportunities to sell losing positions and offset capital gains. Advanced features include wash sale avoidance, holding period optimization, and tax bracket considerations.

Rebalancing suggestions

Rebalancing suggestions

Market intelligence

Daily briefs

Daily briefs

Real-time alerts

Real-time alerts

Scenario modeling

Test different market conditions and portfolio adjustments before making changes. Model retirement scenarios, market crashes, inflation impacts, and investment strategy changes.

Scenario modeling

Test different market conditions and portfolio adjustments before making changes. Model retirement scenarios, market crashes, inflation impacts, and investment strategy changes.

3 scenarios

Unlimited

Stress testing

3 scenarios

3 scenarios

Unlimited

Unlimited

Options analytics

Options analytics

Custom AI training

ALERTS & SUPPORT

Price alerts

Unlimited

Unlimited

Unlimited

Unlimited

Allocation drift alerts

Allocation drift alerts

5% threshold

Custom thresholds

Volatility alerts

Create custom triggers based on portfolio beta, individual stock volatility, sector movements, or VIX levels. Get notified the moment significant risk changes occur.

Major events

Major events

Real-time custom

Real-time custom

Tax opportunity alerts

Tax opportunity alerts

Projections

Alert channels

Email

Email

Email + push

Email + push

Email + push + SMS

Email + push + SMS

Email support

Email support

Forum only

Priority (24hr)

Priority (24hr)

Live chat

Business hours

Business hours

24/7

24/7

Phone support

Phone support

Dedicated line

CFA consultation

Four scheduled video calls per year with a Chartered Financial Analyst. Discuss your portfolio strategy, review performance, and get professional guidance on complex financial decisions.

Quaerterly (4/year)

Quaerterly (4/year)

API access

API access

REST API

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