Keep what works.
Connect what’s next.
The best family office stack builds on its strengths. Compare eight established platforms with Neptune, and find one workflow that gets better when you use both.
Read the Neptune thesisKeep your source of record
Preserve the books and reports your office trusts.
Bring only permitted data
Use authorized exports and revocable agent access.
Measure a completed workflow
Compare verified outcomes and the work saved.
Find your platform.
8 field guides · Reviewed October 8, 2026Neptune + Addepar
Investment data aggregation, portfolio analysis, reporting and native AI.
Turn a dated holdings report into entity-specific obligations and owned tasks.
Neptune + Eton Solutions
AtlasFive brings investment, accounting, entities and office workflows together, with EtonAI capabilities.
Coordinate one external advisor workflow and measure whether the extra workspace reduces friction.
Neptune + Archway
Aggregation, investment reporting and complex accounting on a common general ledger.
Connect source evidence to an approval, then hand a balanced operational journal to your accountant.
Neptune + Asset Vantage
Multi-entity accounting, consolidated investment reporting and data aggregation.
Bring a capital call, filing deadline or philanthropic commitment into a shared evidence trail.
Neptune + Landytech
Sesame One combines investment data, analysis and reporting with agent capabilities.
Connect investment events with governance, household and philanthropic responsibilities.
Neptune + Canoe
Alternative investment document collection, extraction, normalization and downstream data delivery.
Give an extracted capital call its legal entity, verified beneficiary, funding source and approver.
Neptune + Arch
Alternative investment operations, capital calls, distributions, documents and reporting.
Assign the people and cash responsibilities around an investment event across permitted entities.
Neptune + Way2B1
Family collaboration, tasks, decisions, approvals and financial administration with assistive AI.
Link a shared family decision to entity-specific liquidity, funding obligations and evidence.
One export. One entity.
One useful outcome.
Keep the original evidence, preview the mapping and reconcile the first import. Current Neptune connections use portable files or its scoped import API. Your existing provider’s permissions determine what can be exported.