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Enter your orbit
A cinematic blue Neptune with atmospheric cloud bands, a luminous orbital path and a small moon.
FAMILY OFFICE INTELLIGENCE

A new orbit
of possibility.

Capital. People. Purpose.

An intelligent private workspace for the people, capital and responsibilities in your orbit.

Create your orbit Explore the example office
Human authority. Connected evidence. Clear outcomes.
Discover your wider orbitINTELLIGENCE IN SERVICE OF A BRIGHTER FUTURE
A CONNECTED PICTURE

The whole of your world.
Greater than the sum of its systems.

See what belongs together. Understand what needs attention. Turn the context of your office into accountable work, with the right people in control.

Step inside the workspace
01 Keep your trusted systems02 Connect the responsibilities03 Make completion visible
THE NEPTUNE SUITE

Distinct by design.
Extraordinary, together.

Six connected capabilities for the whole of your office. From the first authorized export to a documented close, each has a clear role. All work within your authority.

Meridian: a crystalline blue sphere with etched meridian paths and a luminous observation point.

Meridian

Permission-aware intelligence

Turn permitted office records into cited answers and reviewable tasks. A clearer direction, grounded in the context you’re allowed to see.

Cited answersReviewable proposals
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Relay: two blue-glass gateways joined by a pale mint ribbon carrying blue crystals.

Relay

Agent-assisted migration

Bring your trusted systems into orbit. Give your agent a setup brief, then preview, reconcile and import the exports you have permission to use.

Copyable agent missionValidated imports
Explore Relay
Continuum: a continuous blue-glass and titanium infinity sculpture with a luminous internal current.

Continuum

Obligation-to-close workflows

Connect source evidence, exact approval and bank preparation. Record human-confirmed settlement and carry its evidence into a balanced journal.

Exact approvalsDocumented close
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Constellation: six blue crystalline spheres connected in a dimensional orbital sculpture.

Constellation

Entities & ownership

Give every asset, account and responsibility a clear legal home. See the relationships across your entities while preserving their boundaries.

Connected entitiesScoped visibility
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Signet: a luminous blue core enclosed by concentric beveled glass rings and a defined opening.

Signet

Authority & access

Define roles, entity scope and revocable agent access. Keep financial approval in human hands, bound to the exact proposal under review.

Human authorityRevocable access
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Horizon: a blue-and-lavender crystalline hemisphere rising behind a softly illuminated titanium horizon.

Horizon

Purpose & impact

Give capital a direction beyond the balance sheet. Connect family and philanthropic goals with outcome measures, recorded progress and evidence.

Outcome measuresEvidence-led progress
Explore Horizon
One private workspace. Your authority throughout.
CONTINUUM / FROM EVIDENCE TO COMPLETION

Every step.
Accounted for.

A responsibility becomes a complete record of what was reviewed, approved, prepared and confirmed. Evidence carries through to the close.

  1. 01

    Source evidence

  2. 02

    Entity & liquidity

  3. 03

    Human approval

  4. 04

    Bank preparation

  5. 05

    Settlement evidence

  6. 06

    Balanced journal

Neptune prepares and records. Your bank executes. Approval, submission and settlement remain distinct steps.

Follow the operating loop
Two glass gateways linked by a luminous ribbon, representing systems working together.
RELAY / BETTER TOGETHER

A wider orbit for
the systems you trust.

Already on Addepar, Eton, Archway, Asset Vantage or another platform? Begin with an authorized export. Connect the work around your existing reporting and accounting foundation.

AddeparEton SolutionsArchwayAsset VantageLandytech+ your office
Compare eight trusted platforms See how Relay works
A luminous blue planetary horizon, looking toward the generations ahead.
FOR THE GENERATIONS AHEAD

Build a brighter orbit.

Make the intelligence of your office greater than the sum of its systems.

Begin with Neptune