Bring your systems
into one orbit.
Keep the foundation that works. Connect the responsibilities around it. Start with an export you have permission to use.
One supported path, end to end
- Authorize the source. A person with the appropriate access obtains a vendor-supported report or export. An agent can assist within those same permissions.
- Choose the destination. Create your entities and select the record type: entities, holdings, accounts, obligations, tasks or goals.
- Preview and reconcile. Import CSV, XLSX or JSON, review the canonical columns and compare the resulting totals against the source. Neptune validates records and marks duplicates.
- Apply with permission. Confirm authorization before committing the import. Source provenance and an import hash are retained.
- Preserve the evidence. Upload original reports to the encrypted vault. Refresh dated records deliberately. Eligible unchanged imports can be rolled back.
For authorized agents
An owner can issue a seven-day token for read and import operations, scoped to selected entities. The agent previews its canonical JSON rows through Neptune’s API before committing. It must separately have permission to export from the source platform. Neptune does not collect vendor passwords or bypass their access controls.
Start with one useful workflow.
Prove the combined process on one entity and one obligation before widening the migration.
Open Neptune Relay →The researched ecosystem
This directory summarizes reviewed public materials. It includes complete suites, investment platforms, document specialists, accounting products and adjacent services. Native vendor connectors, real-time synchronization and write-back are not claimed in the current release.
119 research records · includes software, specialists and adjacent services. Reviewed October 8, 2026. Listed products are independent; export availability depends on your contract and permissions.
Archway Group / Archway Platform (formerly SEI Family Office Services / ATWeb)
Accounting-led family-office platform and managed services · Single/multi-family offices, private banks, private funds
What the provider offers
- General ledger
- Investment accounting/reporting
- Partnership accounting
- Entity look-through
- Multi-currency consolidation
- Cash/expense management and bill pay
- Client portal
- Data aggregation
- APIs/file interfaces
- Outsourced or hybrid operations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Positions structured ledger data as AI foundation; alternatives extraction partners include Canoe and Arch. No public evidence reviewed proves a generally available native cross-system autonomous agent suite.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Asset Vantage
Accounting-first family-office wealth platform · SFO/MFO, business managers, CPA/accounting firms serving UHNW
What the provider offers
- Integrated general ledger/performance
- Multi-entity ownership
- Aggregation/reconciliation
- IRR/TWR and benchmarks
- Alternative commitments/cashflows
- Personal assets
- Multi-currency
- Tax-ready reports
- Document storage
- BILL AP integration/check printing
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI industry commentary exists; no separately named generally available agentic product verified from reviewed product pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Asseta
Family-office general ledger and financial operations platform · SFOs, MFOs, RIAs, family-office CFOs/controllers and accounting firms
What the provider offers
- Native multi-entity/multicurrency double-entry GL
- Banking and investment consolidation
- Bill pay
- Cross-entity accounting/reconciliation
- Dimensions by fund/family member/asset/project
- Cash visibility
- Custom reports/dashboards
- Governance and granular controls
- SOC 2 Type II/ISO 27001 claims
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official founding story says native agentic tools automate document processing, cross-entity reconciliation and transaction tagging. These specific workflows are stronger evidence than the AI brand name; detailed tool scopes/approval policies/public evaluation results not verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Elysys
Microsoft-based family-office ERP and wealth platform · SFOs, MFOs, sophisticated multi-entity investment organizations
What the provider offers
- Portfolio management, order book, deal flow, benchmarks and mandates
- Cash forecasts, loans/deposits, fees and corporate actions
- GL and investment accounting
- Bill pay/receivables
- Tax and regulatory reporting
- Beneficiary/partnership accounting
- Fixed/lifestyle assets
- Intercompany and consolidation
- Power BI analytics
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Current site describes integrated AI agents for recurring bill-payment, report and alternative-cash-flow tasks plus Microsoft Copilot governed by existing permissions and no general-model training. 'One-click family office, human led, AI operated' is positioning; detailed agent tool scopes, acceptance benchmarks and GA launch dates not found.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Eton Solutions / AtlasFive / EtonAI
Integrated family-office operating platform · SFOs, MFOs, wealth owners, RIAs, business managers and private capital firms
What the provider offers
- GL/trust/partnership/tax ledgers
- Entity/ownership management
- Portfolio/performance/risk
- Private loans
- Bill pay and payment gateway
- Cash forecasts
- Document management
- Workflow approvals/audit trail
- Reporting APIs/Power BI
- 1,500+ banks/custodians direct or via partners
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
EtonAI markets document extraction across 250+ document types, semantic search, natural-language portfolio analysis, what-if scenarios and downstream workflow triggers. AtlasLens supports close processes. EtonAIgency markets portal retrieval. Website describes autonomous AI layer; tenant-specific availability/approval controls need demo verification.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
FundCount
Unified accounting and reporting platform · SFO/MFO, asset owners/managers, funds and administrators
What the provider offers
- Real-time general ledger
- Portfolio/partnership accounting
- Multi-entity/currency/book
- Look-through/performance
- Waterfalls
- Tax outputs
- Investor portal
- Data feeds/reconciliation
- Power BI/REST integration
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Current FO page advertises AI Assistant for questions/platform operation/report creation; multi-asset page advertises AI Document Intelligence to structure capital calls, statements and K-1s. Cross-system agent execution not established by reviewed evidence.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Ledgex / legacy Ledgex Pro (now TPI Pulse Pro)
Family-office investment accounting legacy suite; current bespoke AI back-office automation · Family offices, wealth managers, investment firms; legacy suite also athletes and sophisticated investors through TPI
What the provider offers
- Legacy Ledgex Pro: Mission Control data engine, general ledger, private-investment tracking and performance analytics
- Current Ledgex: statement conversion and interim pricing
- Capital-call intake and K-1 consolidation
- Reconciliation and reporting packages
- Deal scorecards and investment memos
- Customer-owned automation on customer infrastructure
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Current apex site advertises custom AI implementations and an assessment/build/support model. Its proposed AI-native book of record is explicitly in development. Legacy website describes data-confidence scoring and historical AI/ML document automation.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Risclarity
Family-office integration and workflow layer with services · SFOs, MFOs, RIAs, private banks and enterprises
What the provider offers
- DataHub unifies existing systems
- GL Link investment-to-financial-accounting flow
- Re-Allocator rebalancing workflow
- Custom/consolidated client reporting
- Aggregation
- CRM-based multi-custodian account onboarding
- Back-office and consulting services
- Hosting options including customer environment
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No named current generative-AI/agent product verified in reviewed official solution pages; extensive workflow integration and automation already exist.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
SoftLedger
API-first multi-entity accounting platform · Family offices and multi-entity businesses, including real-estate and investment holdings
What the provider offers
- General ledger
- Intercompany entries/eliminations
- Real-time consolidation/reporting
- AP and AR
- Cash flow management
- Crypto/digital-asset accounting
- Modular subledger deployment
- Accounting APIs and open-banking integration
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Live MCP documentation describes permission- and location-scoped financial queries through external AI assistants. It explicitly says read-only: no create, update, delete or posting; write support is a future separate release.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
SumIt
Dedicated family-office general-ledger component/platform · SFO and MFO accounting teams
What the provider offers
- Single login multi-entity bookkeeping
- Entity map
- Inter-entity journals
- One-click multi-layer consolidation
- Automatic eliminations, equity pickup and ownership-percentage consolidation
- Customized net-worth/financial/cash-flow reports
- Budget versus actual
- Bank feeds
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official MCP for Family Office Accounting page explicitly labeled Early Access. Read-only balances, transactions, entities and live-book queries; cannot create/edit/post/delete entries; existing user/organization permissions; tool-call audit log; OAuth 2.1 + PKCE; Claude, ChatGPT and any MCP client.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Tamarix Technologies
Private-markets LP data and investment operations platform/component · Family offices, pensions/endowments/sovereigns, funds of funds/secondaries and wealth platforms
What the provider offers
- Continuous GP notification/portal monitoring and document retrieval
- Source-linked extraction and validation
- Calls/distributions/NAVs
- Look-through holdings/exposures
- Automated reporting
- Portfolio analytics
- Liquidity forecasts and commitment pacing
- Due diligence
- API/integrations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI-powered workflow automates GP document retrieval, extraction, monitoring and forecasts; official site permits human-in-the-loop validation. Partner release identifies AI operating system for LPs and integration into Landytech Sesame One. No full public-markets/household-accounting replacement implied.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Arch
Private-investment data infrastructure and administration workflows · Family offices, RIAs, individuals, banks and institutions
What the provider offers
- Automatic manager/portal document collection and classification
- Fund/direct holdings, NAV and cash-flow updates
- K-1/tax collection, arrival forecasts and overdue-document follow-up
- Capital-call tasks and distribution reconciliation
- Team permissions, Daily Digest and workflows
- API/SFTP/files/Open Data delivery into reporting/accounting systems
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Uses ML and generative AI for processing and document summaries, with exception escalation to a NYC operations team. Claims 150+ data checks at least twice daily. Software plus managed validation is explicit.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Automated Data Inc ADI
Agentic alternative investment data infrastructure · Family offices, LPs, fund administrators and GPs
What the provider offers
- Portal/email/SFTP document collection
- Capital call/distribution/K-1 extraction
- Field validation and review queues
- Entity master data
- Source lineage
- Look-through reports
- Writes into existing books of record
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Markets agentic retrieval, missing-document follow-up, natural-language dashboards and validated transaction write-back
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Canoe Intelligence
Alternative-investment document/data operations component · Institutional LPs, wealth managers, family offices and asset servicers
What the provider offers
- GP/investor document collection
- Private-market extraction/validation
- Source-linked normalized data
- Downstream reporting/accounting delivery
- Underlying holdings/operating metrics via Asset Data
- Snowflake delivery
- Canoe x PrimePlus analytics offering
- Canoe Tax data management
- Canoe Pro managed platform administration
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Canoe AI launched in 2025; proprietary alts-specialist extraction/holdings intelligence. Canoe Labs lets clients test document-set summarization. Official 2025 year-in-review published in 2026 says AI trained on hundreds of millions of data points from 44,000+ funds. No unrestricted all-family-office autonomous operator documented. October 1, 2026 acquisition release describes future expansion into Bloomberg ASKB agentic conversational interface; distinguish this plan from existing PORT data integration.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Collation.AI
Agentic data integration, warehouse and reporting overlay · Single/multi-family offices, RIAs and wealth enterprises
What the provider offers
- Extraction from PDFs, CRMs, portals and protected systems
- Data cleansing and reconciliation bots
- Customer-hosted/selected warehouse
- Automations across the existing technology stack
- Custom analytics/calculations
- MCP-based report, dashboard and pipeline building
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Advertises a library of agentic bots for extraction, scrubbing, warehouse, workflows, analytics and reporting. Case studies describe FO accounting-output ingestion and custom risk/report automation. Scoped bot onboarding/implementation is part of the offering.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Flanks
Wealth data infrastructure and advisory intelligence component/platform · Banks, family offices, wealth advisors, asset managers, pensions and wealth technology firms
What the provider offers
- Aggregate custody/public/private/nonfinancial assets
- Normalized accounts, positions and transactions
- Lume enrichment/reconciliation
- Reports/dashboards/projections
- API and platform integrations
- Regulated AISP under Bank of Spain
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI Financial Analyst describes orchestrator that plans, delegates to specialized workers and synthesizes holdings plus market-context responses/charts. Proposal generation is explicitly a future frontier. Documented MCP has 10 tools for connection flows, credentials and portfolio/holding/transaction snapshots; most read-only, delete-credentials requires confirmation.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Point Group
Independent investment data and analytics layer · SFOs, MFOs, asset and wealth managers
What the provider offers
- Independent investment book of record
- Extensible data warehouse
- Aggregation and reconciliation
- Analytics/reporting engines
- Data sharing and systems integration
- Role-specific briefings
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Point AI creates role-specific portfolio briefing notes from secure analytics
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Pretim
Wealth data aggregation and reconciliation infrastructure component · Family offices, advisors, asset managers, private banks, wealthtechs and data providers
What the provider offers
- Custodian, bank and private-fund connectivity through one API
- Normalized portfolio data aggregation
- Multilayer reconciliation
- Illiquid asset data aggregation automation
- Governed distribution into customer storage, CRM, PMS and reporting
- REST/OpenAPI access to core, data-feed and export functions
- Tenant-separated sandbox and production environments
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Positions a normalized, reconciled data foundation for downstream AI solutions and advertises intelligent data services. These sources establish data infrastructure and automation; they do not establish a named autonomous-agent product or production agent tool surface.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Private Client Resources / PCR Insights
Financial data aggregation, reporting and managed data services · Family offices, RIAs, private banks, institutional allocators and wealthtech providers
What the provider offers
- Custodial and alternatives aggregation
- Portal/email document collection
- Position/transaction normalization
- Reconciliation and quality control
- Statement operations
- Reporting suite
- Data publishing to downstream systems
- Managed exception resolution
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Publishes use of AI/ML-powered OCR and NLP for document-to-transaction extraction, supported by human exception handling. A broader autonomous office agent suite was not established.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
AgilLink / Datafaction (City National/RBC affiliate)
Family-office client accounting, bill pay and embedded treasury · Family offices, business managers, trust companies and sports/entertainment professional firms
What the provider offers
- Multi-entity general ledger/books
- Consolidated financial reporting
- Bill pay
- Tiered/dual/client approvals
- Documents/imaging
- Treasury through City National
- Bank reconciliation
- Mobile approvals
- InvestLink investment-to-journal entries
- API integration
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
April 2026 general-manager letter describes AI as part of future expansion. Reviewed product pages support rule/API-based automation; no released native autonomous agent suite verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
BILL
AP, AR, spend and procurement automation · Businesses, accountants and multi-entity organizations; a FO component
What the provider offers
- Central bill inbox, documents and payment workflows
- AP/AR, invoicing, reminders and recurring payments
- Approval policies, roles and dual control
- Procurement and purchase-order matching
- Enterprise ERP sync, API access, SSO and multi-entity operations
- Spend/expense management
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official pricing and AI pages advertise W-9 Agent for collecting/verifying tax forms and Invoice Coding Agent for multi-line coding. These are scoped finance agents; no full FO agent operating system established.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Escali / Hypergene (formerly Stacc Escali)
Treasury, financial portfolio and risk management software · Family offices, investment teams, corporates, pension funds and insurers
What the provider offers
- Portfolio/performance reporting
- 30+ broker/bank contract-note imports
- Automatic bookkeeping
- Mandate/risk monitoring
- Bank/ERP/market-data connectivity
- Liquidity and internal bank
- Debt, leasing and derivatives
- Settlement workflows/payment files
- NAV and shareholder registers
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Core pages describe automation and consistent calculation logic. A named Escali autonomous AI agent release was not established; broader owner AI should not be attributed automatically.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Microsoft Dynamics 365 Business Central
General ERP / accounting and business operations · Small and mid-sized businesses; applicable to FO entities through customization/partners
What the provider offers
- Finance, sales and operational management
- Purchasing, inventory and project/business workflows
- Permissions and workflow approvals
- Premium adds service management and manufacturing
- Microsoft productivity and extension ecosystem
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Copilot includes natural-language help/analysis and bank reconciliation. Sales Order Agent and Payables Agent automate domain workflows and require separately billed Copilot Credits. Payables Agent documentation describes invoice attachments from M365 email and purchase-invoice preparation for review; original GA date 2025-11-07, country availability varies.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Oracle NetSuite
General ERP / multi-entity financial management · Businesses and financial-services organizations; FO/holding-company accounting through configuration and partners
What the provider offers
- GL, AP, AR and financial management
- Multi-entity and multi-book consolidation
- Tax, reporting and audit controls
- Planning, procurement, vendor and customer management
- SuiteCloud customization and integrations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
NetSuite Next advertises Ask Oracle and explainable/auditable workflow AI grounded in the unified data model and existing controls. 2026.2 marks the start of rollout, with US and Canada availability and additional countries coming. AI Connector Service provides external AI/MCP integration; implementation-specific access must be verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Ramp
Finance/spend, card, AP and procurement platform · Businesses of varied sizes; FO administrative/holding-company spending component
What the provider offers
- Corporate cards and expense management
- AP/bill payments and accounting automation
- Procurement, contracts and renewals
- Travel and spend intelligence
- Entity and policy controls, ERP integrations
- Agent spending controls
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Policy Agent was announced generally available to all Ramp Plus customers January 13 2026. Ramp also advertises AP/procurement agents and Agent Cards with spending limits, merchant controls and transaction visibility. These illustrate existing agent governance/payment capabilities.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Sage Intacct
Cloud accounting / multi-entity financial system with FO segment · Family offices and financial-services firms; broader small/mid-sized organizations
What the provider offers
- Dimensional general ledger, AP, AR and cash management
- Multi-entity, multi-currency consolidation
- GAAP financial reporting and stakeholder dashboards
- Rule-based allocations and close workflows
- Controls, audit trails and integrations with portfolio/payroll/expense systems
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Sage markets finance agents including Finance Intelligence Agent, Close Agent and AP intelligence. April 28 2026 announcement says Finance Intelligence Agent is in a phased rollout, can prepare reminders and approvals, and retains human final decisions. Agent Builder/Marketplace are ecosystem developments, not universal installed features.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Trovata
Cash management and treasury operating system · Corporate finance/treasury teams; relevant to complex multi-bank FO treasury
What the provider offers
- Bank connectivity and normalized balances/transactions
- Entity-aware cash visibility and positioning
- Cash-flow reports and ML forecasting
- Bank reconciliation, payments and scheduled workbooks
- APIs and ERP integration
- TMS adds capital markets, fees/signers, intercompany loans, treasury subledger and FX/IR workflows
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Trovata AI 2.0, announced March 20 2026, advertises chat, proactive insights and treasury agents for repeatable work with governance. Vendor demos describe cash, liquidity and risk workflows; no hands-on execution was tested.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Abbove
Collaborative wealth and estate-planning component/platform · Private banks, family offices, accountancy firms and financial advisors
What the provider offers
- Family relationship map
- Assets/liabilities/income overview
- Gifts/donations history
- Secure vault and third-party access
- Goal-based and intergenerational planning
- Data consolidation/reconciliation
- Advisor/client collaboration and follow-up
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
2026 official terms explicitly discuss an AI conversation assistant and EU data handling. Detailed capability/tool list and agent execution workflows not verified; classify as documented conversational AI, not a proven autonomous operator.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Daysium
Tax residence records and cross-border evidence · Globally mobile HNW families and tax advisors
What the provider offers
- Automated day counting
- Contemporaneous residence records
- Mobile app and advisor portal
- Jurisdiction rulesets
- Evidence for residence reviews
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Architecture/automation AI mentioned by leadership; no investment or payment agent inferred
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
DiliTrust
Corporate legal governance, entities and board operations · Corporate legal teams, boards and groups with multi-jurisdiction entities; adjacent FO holding structures
What the provider offers
- Entity records, ownership/capital structures and compliance
- Board portal and minutes
- Contract and matter management
- Dataroom/documentation library and signature
- Granular controls and sovereign hosting options
- Governance workflows and legal collaboration
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Lini is embedded in entity management with semantic search and record surfacing. Suite advertises automated extraction, document summaries, transcription, minutes generation and risk detection. FO-specific legal reasoning and implementation are not established by generic product pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
EstateSpace
Physical assets, properties and estate operations · Family offices and estate/property-management teams
What the provider offers
- Properties and room-level asset inventory
- Art, vehicles, aircraft, vessels, equipment and custom assets
- Purchase/appraisal, insurance, warranty and service records
- Vendor/staff coordination and operating cost details
- Documents, photos and maintenance history
- Team onboarding, imports and ongoing training
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No specific production AI-agent feature established in the reviewed product/pricing pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
FP Alpha
AI tax, estate and insurance planning insights · Financial advisors and advisory enterprises
What the provider offers
- Tax-return, will, trust and insurance-document analysis
- Tax snapshots/projector and Roth modeling
- Estate snapshots, insights and Estate Lab
- Property/casualty snapshots and coverage insights
- Branded visual client reports
- Role/feature controls and usage/credit tracking
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Advisor-trained AI and expert algorithms extract/summarize financial documents and generate planning insights. Current tax snapshot materials describe human oversight. This is a planning-analysis system, not a bank/portfolio executor.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Holistiplan
Tax planning and insurance analysis · Financial advisors and advisory firms
What the provider offers
- Federal tax return/transcript scanning and tax reports
- Scenario and incremental-income analysis
- Premium adds state analysis, multi-year Roth projections and tax-preparer letters
- Cash-flow visualization and client upload links
- Insurance declaration analysis, coverage gaps and rebuilding-cost estimator
- CRM/API integrations and client reminders by tier
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Automated document scanning/synthesis and guided planning insights; reviewed current pages do not substantiate a general autonomous cross-system agent. Estate module is explicitly Coming Soon/waitlist.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Luminary
Wealth-transfer data infrastructure and estate administration/planning · Financial advisors, trust companies, attorneys, tax/accounting firms and family offices
What the provider offers
- Trust/estate documents converted into a household knowledge graph
- Entity, fiduciary and ownership records
- Estate360 firm-branded reporting
- Planning concerns, opportunities and missing-document tracking
- Deterministic federal/state/inheritance/asset tax engine
- Estate waterfall and collaborative scenario analysis
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Luminary AI extracts structured facts; Assistant offers source-cited answers across household records. Insights automatically flags concerns/opportunities/missing documents and allows review, status tracking, edits and client-report export. This is explicit workflow intelligence, not merely generic chat.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Nines
Household, estate and physical-asset operations · HNW households, family offices, estate/private-service professionals and property managers
What the provider offers
- Searchable household manuals by property and zone
- Properties, assets, inventory and vendors
- Tasks, checklists and shared operational knowledge
- Staff/private-service collaboration
- Mobile-friendly household/estate workflows
- Onboarding and household-management advisory services
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No specific shipped AI-agent feature established in reviewed official product pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
ORCA / withorca.com
Legal-entity, ownership, document and governance component · SFOs, MFOs, fiduciaries, investment companies and complex asset owners
What the provider offers
- Dynamic ownership/entity structure charts
- Document-backed source of truth
- Entity/asset/event records
- Tax/ownership metadata
- Deadlines and completeness checks
- Secure sharing/collaboration
- Live read-only embeds and links
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Sonar extracts facts from shareholder agreements, cap tables, charts/sketches and multilingual source documents into entities and relationships with traceability/review. Sonar V3 live July 2026. Update notes support all three K-1 forms, ownership/beneficiary data and name-change events. No verified cross-system payment/trading operator.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Summitas
Family-office client engagement and integrated portal platform · Single and multi-family offices, wealth managers and RIAs
What the provider offers
- Branded client portals
- Consolidated financial dashboards, portfolio reporting and alternative tracking
- Encrypted digital vault, secure sharing and file audit trails
- In-vault document editing and granular permissions
- Electronic signatures, tasks and workflow automation
- Configurable modules and centralized multi-family administration
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Reviewed current primary sources establish portal and workflow capabilities. Named generative-AI or autonomous-agent availability was not verified; this is a research limitation, not a claim that the vendor lacks AI.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
thewealthworks / WealthWorks+ and Troika
Trust, entity, estate and family-office administration/accounting software · SFOs/MFOs, private-client practices, fiduciaries and corporate service providers
What the provider offers
- Entity onboarding and approval workflows
- Trust/company/partnership administration
- Relationship trees and registers
- Beneficial-owner, FATCA/CRS and TRS records
- Dashboards and deadline/compliance tracking
- Troika multi-fund/multi-currency accounting
- Estate/probate modules
- Time and billing
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No named AI/agent capability was established in the reviewed official product pages. This is unknown availability, not evidence of absence.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
TIFIN Give (includes acquired Giving Place)
DAF and philanthropy technology with advisory/charitable services · Wealth enterprises, advisers, broker-dealers, custodians, asset managers, workplace giving, donors/families and foundations
What the provider offers
- White-label digital donor-advised fund platform with multi-custody and flexible investments
- Giving/grant workflows, family/community participation and CRM/planning integrations
- Security-contribution tax intelligence and family-office/foundation capabilities via Giving Place acquisition
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Current official homepage advertises conversational agents through which donors can fund DAFs, grant to charities and invite family members. Solutions page also advertises AI-driven giving recommendations. Execution/approval controls were not hands-on verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Trusted Family / familyOS
Family governance and collaboration component · Multigenerational family businesses and family offices
What the provider offers
- Family/member networks and permissions
- Spaces and collaboration
- Document vaults
- Family assemblies/shareholder meetings
- Agendas, pre-reads, minutes, RSVPs and decisions
- Tasks/owners/deadlines
- Events
- Legacy and generation tools
- Analytics and security
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No named live agent or documented autonomous workflow capability verified in reviewed current primary pages. Do not equate governance digitization with AI.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Vanilla
Estate advisory, scenario modeling and document services · Financial advisors, planners, UHNW teams, family offices and institutions
What the provider offers
- Estate Health Check and client engagement
- Estate document abstraction and visualization
- Asset integrations and beneficiary/distribution modeling
- Advanced strategy/scenario comparisons
- Estate document creation and attorney network
- In-house abstraction services and firm reporting
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
VAI live features: uploaded-document extraction, plan summaries and estate Q&A. Current VAI evolution page labels full profile building 'Coming Soon' and proactive across-book changes 'Coming later this year'. Separate current scope from announced roadmap despite agentic branding.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Way2B1
Family-office operations, decisions and collaboration platform plus consulting services · Family offices, wealth managers, law firms and teams managing complex family assets
What the provider offers
- Decision history, approvals and audit trails
- Bills, reimbursements and AP approval items
- Tasks, scheduling and assignment tracking
- Asset/object catalog and custom fields
- Signatures and external collaboration
- Fleet maintenance/trip coordination and capital-project decisions
- Impact/philanthropy initiative review
- Mobile companion apps
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
LIFEAI advertises content creation/enhancement, assistant, search/filtering and AI fill-in. Pricing table names AI Text Editing Assistant and AI AutoFill Assistants. These establish advertised assistive AI; production autonomous cross-system execution and reconciliation were not verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Wealth.com
Estate and tax planning intelligence / document platform · Financial advisors, RIAs, banks, custodians and wealth-management firms
What the provider offers
- Estate document creation and review
- Estate visualization, scenario analysis and reporting
- Tax planning
- Structured household, asset, entity and beneficiary data
- Book-of-business planning insights
- Enterprise integration and governance
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Ester Intelligence combines document context, structured data and deterministic planning calculations. Estate Planning Agent is included with licenses, Tax Agent with tax customers. Official page supports integration into approved firm AI via MCP; September materials announce Claude for Financial Advisors integration.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Affinity
Private-capital CRM and relationship intelligence; adjacent investment workflow platform · PE, VC, private credit, investment banking, asset managers and family-office deal teams
What the provider offers
- Automatic email/calendar capture, firmwide interaction history and relationship scoring
- Warm introduction paths, deal pipelines, enrichment, reporting and integrations
- Team/deal/user permissions and API/MCP access
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Ascend launch agents include Meeting Prep, Warm Intro and Data Update; AI Chat and Notetaker are available from Scale. Official launch FAQ says a person approves every write, and agents/MCP retain user permissions. Broader lifecycle coverage is advertised; individual workflows were not hands-on verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Allvue Systems
Alternative investment and private capital platform · PE/VC, private credit/CLO, fund administrators; relevant to alternatives-heavy family offices
What the provider offers
- Fund/investment/corporate accounting
- Investor CRM/portal
- Fundraising/deals
- Portfolio monitoring
- Research/trade order/compliance
- Carry/co-invest/compensation
- BI/data platform
- Multi-currency general ledger
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
OneVue workspace, Andi natural-language insights, Document IQ extraction and agentic workflows advertised. May 11, 2026 Allvue/RSM announcement describes agentic capital-call workflow with approvals/audit reporting; aimed at GPs/admins, not proof of full family-office autonomy.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Bipsync
Investment research management component · Institutional allocators, family-office investment teams, pensions, endowments and asset managers
What the provider offers
- Research notes, memos and attachments
- Manager diligence and workflows
- Institutional knowledge/search
- Microsoft and investment-system integrations
- Private research permissions
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Bipsync AI/Toro synthesizes research across notes, memos, documents and attachments; summarization and smart-tag recommendations; IC memo drafting and exposure/theme queries are vendor-described use cases. Vendor says research is not exposed for model training or unauthorized users.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
CAIS / CAIS Solutions
Alternative-investment marketplace and operational SaaS · Independent financial advisors, larger RIAs, RIA aggregators and broker-dealer home offices; adjacent to MFOs
What the provider offers
- Alternative and structured-investment access
- Centralized subscription and transaction workflows
- CAIS Solutions servicing for a firm's alternatives portfolio
- Firm branding and home-office customization
- Fund information, document access and investment education
- Custodian integrations and cash-balance visibility in order entry
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Q2 2026 release notes advertise CAISey, an embedded AI research/information tool synthesizing fund documents with source references and as-of dates. July funding release describes investment in AI and agentic capabilities; this is not proof that every future workflow is shipped.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Clarity AI
Extra-financial, sustainability, ESG, climate and impact intelligence · Asset managers/owners, wealth managers and family offices, banks, corporations and other institutions
What the provider offers
- Source-traceable data with confidence/methodology visibility and expert quality validation
- Climate/nature, ESG risk, impact and regulatory compliance analytics/reporting
- Web application, custom methodologies, APIs, datafeeds, AI agents and MCP connectors
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI-native collection/processing and analysis are advertised; current homepage explicitly lists AI Agents/MCPs. Specific autonomous action controls or end-to-end family-office agent workflows are not detailed in reviewed pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Clockwork / Clockwork Universe
Private-market portfolio monitoring plus investment-office services · Family offices, private-investment groups and individuals
What the provider offers
- Investment and pipeline portfolio dashboards
- Quantitative/qualitative company update feeds
- Inbox/unstructured data ingestion
- Portfolio monitoring and LP reporting
- Due diligence, operational and analyst support
- Private-market research and investment-opportunity network
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official materials describe unstructured inbox data transformed into insights and 2026 AI enablement in the investment office. Reviewed sources do not establish a generally available autonomous cross-system agent; distinguish thought leadership from product functionality.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Dynamo Software
Alternative-investment front-to-back management platform · GPs, LPs, allocators, family offices, endowments, foundations and service providers
What the provider offers
- CRM, deal pipeline and relationship management
- Research management and manager diligence
- Portfolio management, analysis, forecasting and reporting
- Fundraising, investor relations and investor portal
- Portfolio-company monitoring
- Fund accounting and data extraction
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
DynamoAI advertises embedded agents for extraction, tagging, relationship/productivity insights, research/diligence and portfolio oversight. It also advertises MCP for customer-selected AI with the same data, permissions and audit trail. Confirm deployment/module availability in a scoped demo.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
FIS Private Capital Suite / treasury products
Private capital fund operations and institutional treasury · Private equity managers/admins; relevant family-office investment/treasury modules
What the provider offers
- Fund/partnership accounting
- Capital calls/distributions/commitments
- Investor reporting
- Digital Data Exchange portal
- Portfolio monitoring/analytics
- Investor onboarding/AML/KYC
- Waterfall/carry administration
- Treasury cash/payments/hedging through separate FIS products
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Private Capital Suite documents automation but reviewed sources do not substantiate autonomous family-office agents. Separate Neural Treasury mentioned by FIS; avoid conflating suite-wide AI with this product.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Hatcher+ FAAST
AI deal-flow, fund creation, administration and portfolio platform · Family offices, VC/PE firms, accelerators and other private-market deal originators
What the provider offers
- Deal origination and opportunity scoring
- FundBuilder vehicle/service-provider workflows
- Legal documents, e-signature, dataroom and e-KYC
- Portfolio/partnership accounting and NAV
- Stakeholder reporting and white labeling
- Multi-currency support and fund-administration specialists
- General ledger
- Data rooms and task management
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI/ML/NLP scouting and deal scoring plus RPA across investment/fund operations. Advertised 'complete operating system' is primarily private-capital/fund lifecycle; autonomous legal/fund execution was not tested.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
iCapital
Private-market distribution, investment lifecycle technology and data services · Wealth managers, asset managers, institutional investors, families and family offices
What the provider offers
- Alternative-investment marketplace and education
- Digital subscriptions, investor onboarding and KYC/AML
- Capital events, transfers, redemptions and investment documents
- Fund security master and reporting
- Technology-enabled total-wealth data aggregation and reporting for assets on and off platform
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official materials describe AI/ML in identity and KYC/AML workflows. These reviewed pages do not establish a general-purpose family-office agent executing across estate, accounting and household systems.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Intapp DealCloud
Deal, CRM and relationship intelligence · Private-capital firms, direct-investing family offices, investment banks and other professional firms
What the provider offers
- Relationship management and automatically captured activities
- Deal sourcing, pipeline and execution
- Diligence checklists, IC materials and approval workflows
- Fundraising and investor relations
- Configurable reporting, dashboards and alerts
- Microsoft 365 and third-party market-data integrations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Current DealCloud page explicitly advertises conversational AI and agentic workflows with pre-built playbooks. Relationship intelligence, automated email/meeting capture, summaries, recommendations and governed tasks/approvals are advertised. Intapp also markets Celeste as a firm AI layer.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
ION Analytics / Backstop Solutions
Investment research, portfolio management and data services · Institutional/alternative investors, allocators and single/multi-family offices
What the provider offers
- Research and manager due diligence
- Multi-asset portfolio monitoring
- Deal/liquidity management
- Qualitative/quantitative reporting
- Central institutional-knowledge repository
- Investor relationships
- Custodian/admin data services
- Fund document/transaction processing
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
IntellX is explicitly a technology-enabled service merging human expertise with machine intelligence to process fund documents and transactions into Backstop. Do not equate this service with unrestricted autonomous office execution.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Nasdaq eVestment
Institutional manager research, analytics and data · Institutional investors, consultants, asset managers; FO investment teams as allocators
What the provider offers
- Traditional and alternative manager/fund datasets
- Manager screening, performance and peer/universe analysis
- Holdings, assets/accounts, strategy and personnel data
- Research narratives and qualitative workflow
- Data exports, feeds and APIs
- Private-market analytics through complementary modules such as TopQ+
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official anniversary materials describe API access enabling client AI/predictive models over institutional datasets. Reviewed sources do not establish a native end-to-end family-office agent.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Opto Investments
Private-market program building, servicing and investment support · RIAs, family offices and private banks
What the provider offers
- Tailored private allocation/program design
- Curated manager opportunities and diligence support
- Fund creation and fundraising workflow
- Client model portfolios and capital pacing
- Capital-call tracking and performance reporting
- White-label client portal, custodians/reporting integrations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Advertises AI-powered allocation, fund-evaluation and operations workflows and proprietary statistical tools in diligence. No general cross-office autonomous agent demonstrated by reviewed pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Venn by Two Sigma / now Solovis Risk Pro (formerly Venn Pro)
Institutional multi-asset factor risk, portfolio analytics and investment research · Institutional allocators, asset owners/managers, professional advisers and family-office investment teams
What the provider offers
- 18-factor framework across public/private holdings, risk/return attribution and scenario analysis
- Portfolio construction/optimization and manager due diligence
- Private Asset Lab and configurable archived client reporting through Report Lab
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No current generative-AI or autonomous-agent workflow established in reviewed primary Risk Pro pages; quantitative analytics/automation do not establish agentic execution.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
YCharts
Investment research, portfolio analytics, proposals and adviser workflow platform · RIAs, advisers, asset managers, wholesalers and professional/self-directed research users
What the provider offers
- Securities/fund/economic research, portfolio analytics, hypothetical construction and risk/proposal workflows
- Brokerage-statement Quick Extract, client reports and dashboards
- Model/watchlist monitoring, financial news/filings and adviser-stack integrations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Y agent advertises delegated/scheduled research, portfolio reports, statement-to-proposal workflows and frequently refreshed market commentary. Advertised execution is research/report workflow; trading/payment execution not established.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Assure Wealth / Assure Reporting
Technology-enabled wealth reporting and outsourced family-office services · Danish wealthy individuals, families, foundations, companies and institutions
What the provider offers
- Consolidated wealth, risk and return reporting across public/private investments and alternatives
- Automatic data retrieval from 35+ Danish/international banks and digital client access
- Shared family-office administrative/accounting teams and securities administration
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No specific generative-AI or autonomous-agent feature established in reviewed official pages; automated aggregation/reporting is advertised.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Atalaya AI Wealth
Family wealth data infrastructure and consolidation platform · Family offices, tax/wealth advisers, EAFIs, multi-family offices and private banking
What the provider offers
- Custody and structuring of wealth data, unified holistic wealth view and data asset management
- Technology backend and real-time client front end through partner programme
- Infrastructure intended for proprietary or third-party AI agents
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Advertises AI-ready plug-and-play infrastructure; reviewed pages do not establish a named production agent or autonomous execution workflow.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
CFO Family
Managed reporting and configurable platform services · SFOs, MFOs, wealth owners and advisors
What the provider offers
- Platform setup and migration
- Reporting infrastructure operations
- Reconciliation and exception handling
- Vendor reviews and governance
- Configurable platform modules
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Website assistant answers service questions; autonomous operations not demonstrated by that assistant
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
DAPM Horizon
Wealth consolidation with managed services · Wealth owners and family offices
What the provider offers
- Daily bank/custodian data collection and validation
- Look-through reporting
- Cash flow monitoring
- Cost controls and trading anomaly flags
- Online portfolio analytics
- Dedicated analysts
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No named agentic release established from current primary page
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Ethic
Technology-enabled investment manager; customized portfolio and values/tax services · Wealth advisers and institutions serving investors/families
What the provider offers
- Customized tax-smart and values-aligned direct-indexing SMAs
- Third-party/in-house model portfolio management and unified tax overlay across strategies
- Transitions, rebalancing, daily oversight and customizable adviser client experience
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official adviser page advertises AI-driven operational automation for repetitive tasks, rebalancing and administration; no general family-office autonomous-agent product established.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Greenlock
Independent investment oversight services and technology · Wealth owners and family offices
What the provider offers
- Fee benchmarking and reduction
- Investment performance audits
- PE/VC portfolio analysis
- Real estate monitoring
- Wealth reporting
- Capital risk surveillance
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Uses modeling/analytics; no named autonomous-agent release verified
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Hemonto
Independent wealth reporting platform with expert service · Family offices and complex wealth/asset-management clients
What the provider offers
- Consolidated multi-manager/currency/asset reporting
- Performance and risk
- Reconciled securities accounts
- Mandate monitoring
- Private-equity reporting
- ESG reporting
- Customized platform and dedicated reporting experts
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No named agentic AI product verified in reviewed official source; hybrid people-and-technology reporting service.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
IQ-EQ
Technology-enabled investor and family-office services · Family offices, asset owners, funds and global companies
What the provider offers
- Portfolio monitoring/reporting
- CFO and middle-office support
- Banking/treasury services
- Trust/foundation administration
- Entity management
- Data and compliance services
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Connected technology advertised; no standalone family-office autonomous software release established from reviewed pages
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
PetakSys
Technology integration and custom development services · Family offices, wealth and asset managers
What the provider offers
- Application/data integration
- Custom software
- Client reporting solutions
- Implementation and maintenance
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No standard generally available family-office agent product established
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Q Wealth Partners
Advisor network/portfolio-management firm with proprietary client technology; not verified standalone FO SaaS · Canadian advisors/partner firms and their wealth clients
What the provider offers
- Q-Connect client portal
- Dynamic financial/life strategy and progress
- Q-Score linked to plans/accounts
- Held-away accounts
- Q-Vault folder-level stakeholder access
- Portfolio performance and tax slips
- Mobile app
- Integrated service network
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No independently purchasable agentic family-office software product verified. Technology supports a regulated advisory service/platform.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Sandbox Wealth
Technology-enabled private-banking/lending service and workflow component · Independent/enterprise wealth advisors and their HNW clients; bank and lender partners
What the provider offers
- Bank/lender discovery and loan request workflow
- Secure data room and document classification/import
- Natural-language financial data extraction
- Household, entity, currency and illiquid-asset views
- Bank/lender-formatted data delivery
- Human private-banking expertise supporting deals
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Sandbox Navigator advertises natural-language search and workflow initiation, detailed loan requests, document classification/context extraction, and surfacing yield or borrowing opportunities. Product marketing combines AI software with expert service; reviewed pages do not establish unattended loan approval, lending or fund movement.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
STP Investment Services / BluePrint / Wealthsite
Technology-enabled investment operations and compliance services with software · Family offices, wealth managers, investment advisers and institutional/private fund managers
What the provider offers
- Outsourced investment operations
- Fund administration
- Trade and middle/back-office support
- Regulatory/compliance consulting
- Reporting and dashboards
- Operations oversight
- Task management/audit control
- Configurable report builder
- Wealthsite family-office technology
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Leadership biography references transition to an AI-native operating model. A specific released client-facing autonomous agent capability was not established in these sources.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
AlTi Tiedemann Global
Service provider; excluded as standalone software competitor · UHNW families and family offices
What the provider offers
- Investment advice
- Family-office administration
- Trust/estate/tax coordination
- Governance/education
- Reporting and technology as part of services
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No commercial standalone family-office management software or agent platform verified
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Duende Ventures / current website Duende Capital
Private-market investment access and transaction services; excluded as software competitor · Founders, GPs, family offices, long-term capital allocators and strategic co-investors
What the provider offers
- Private secondary access and structured liquidity solutions
- Cross-border investment vehicles and curated transactions
- GP/cap-table coordination, transfer approvals and right-of-first-refusal process support
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI foundation models/infrastructure are investment sectors on the site; no commercial AI or family-office software product established.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Copia (unresolved Simple impact directory entry)
Unresolved directory identity; excluded from verified separate competitor count · Directory claims family offices and wealth managers
What the provider offers
- Directory claims investment social/environmental impact measurement, management and reporting; not independently product-verified
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Unknown: no verified official product identity or AI feature linked to this directory entry
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
1fs Wealth
Family wealth consolidation and administration platform · Individuals, SFOs, MFOs and enterprise wealth teams
What the provider offers
- 28 asset classes
- Automated daily bank/security updates
- Ownership/entity charts
- Portfolio performance and PDF reporting
- Asset-linked documents, contacts, tasks and reminders
- Renewal/filing tracking
- Granular permissions and audit trails
- Desktop/mobile access
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
The team page describes responsibility for AI strategy and implementation. A named generally available autonomous workflow product was not established in the reviewed sources; AI scope remains unverified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Addepar
Portfolio data, analytics and reporting platform · Single/multi-family offices, RIAs, banks and institutions
What the provider offers
- Multi-custodian aggregation
- Multi-asset and ownership look-through
- Performance and exposure reporting
- Private fund pacing and liquidity
- Client portal/mobile
- Alternatives document extraction
- Open REST API and ADX data exchange
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Addison launched March 3, 2026: permission-aware natural-language portfolio analysis and traceable outputs. Alts Data Management and Intelligent Statements combine machine learning with human review. Data operations agents were previewed May 22, 2026 as upcoming, not confirmed universally available.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Advyzon Auria
Family office portfolio platform · Family offices and UHNW wealth managers
What the provider offers
- Complex ownership structures
- Alternatives lifecycle
- Multigenerational household consolidation
- Wealth modeling and reporting
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No Auria-specific autonomous release verified. Advyzon Alts separately advertises collection, extraction, validation and reconciliation.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Aleta
Dedicated family-office wealth reporting and open data platform · SFOs, principals, investment teams, MFOs and UHNW wealth managers
What the provider offers
- Multi-custodian/entity/currency consolidation and reconciliation
- Total wealth across public, private and nonfinancial assets
- TWR, IRR, MOIC and manager analytics
- Look-through
- Private-market commitments, calls, distributions and valuations
- Custom investment-committee reports
- White-label portals and mobile
- Open Data Cube
- SOC 2 Type II
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Aleta Intelligence extracts and reconciles private-market documents including calls, K-1s and fund statements. API/MCP allows clients to deploy portfolio-monitoring, briefing and report agents over permissioned Data Cube. Official security article describes isolated tenant and no training use. Native comprehensive autonomous workflow engine not demonstrated.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Altoo
Family-office wealth consolidation and intelligence platform · Wealth owners, SFOs, MFOs, private banks, trusts and foundations
What the provider offers
- Daily bankable and non-bankable asset consolidation
- Performance and reporting
- Private-equity vintages and commitments
- Documents linked to assets and contacts
- Rule-based monitoring and alerts
- Granular stakeholder permissions and secure messaging
- Mobile app
- Swiss development and hosting
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official Wealth API and MCP page describes connections to compatible external AI platforms for exploring wealth information. Underlying capabilities and human review determine conclusions; public tool list and autonomous execution proof not found.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Alwy
Hybrid wealth management platform · Advisors and family-office clients
What the provider offers
- CRM
- Trading and custody access
- Model portfolios and automatic rebalancing
- Digital onboarding
- Advisory documentation
- Alerts and reporting
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No named agent release verified from primary feature page
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Asora
Dedicated family-office management platform · Principals, SFOs, MFOs and embedded finance teams
What the provider offers
- Daily aggregation and cleansing
- TWR, IRR and benchmarking
- Asset-level gains, income, fees, withholding tax and tranche book cost
- Private-asset commitments, calls, distributions and valuations
- Capital-call forecasts
- Asset/entity document storage
- Task boards, approvals and investment pipelines
- Asset-level permissions
- iOS and Android
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Asora AI Connector uses MCP for read-only, permission-scoped, revocable access to client wealth data through Claude, ChatGPT or other MCP assistants. No advice or fund movement. Canoe add-on automates private-fund document ingestion.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Avaloq
Bank core, wealth-management and outsourced processing infrastructure · Private banks, financial institutions and wealth managers
What the provider offers
- Front-to-back wealth and banking core
- Investment management and digital banking/client channels
- Automated back-office processing
- SaaS/on-premise/BPaaS deployment models
- Data extraction/streaming and analytics
- Data Foundation connects core, market, portfolio and partner data
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI-enabled services and data foundation are advertised; current primary pages discuss governed data for analytics/AI and industry automation. Reviewed pages do not establish an autonomous comprehensive FO agent product.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
BNY Pershing / Wove / NetX360+
Custody, advisory workflow and wealth data platforms · RIAs/wealth firms, including firms serving UHNW/family-office clients
What the provider offers
- Multi-custody data
- Financial planning
- Portfolio construction/analytics
- Trading/rebalancing
- Proposal generation
- Investor portal
- CRM integration
- Custody/move-money workflow via NetX360+
- Snowflake/data architecture sharing
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Wove Advisory advertises AI/ML-assisted personalized planning; Wove Data advertises AI/ML queries, quality management, analysis and workflows. No public reviewed proof of end-to-end autonomous family-office operations.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Canopy
Wealth data, reporting and approval-based AI workflow platform · SFOs, MFOs, EAMs, private banks, accountants and trustees
What the provider offers
- Daily reconciliation
- Multi-entity/currency total wealth
- Listed, private, real estate and collectibles
- Source-statement traceability
- Performance, risk and attribution
- White-label/client reporting
- Role-based views
- Private-market calendar
- Bookkeeping and GL export
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Vendor documents portfolio Q&A plus purpose-built agents preparing meeting packs, fee/cost checks, cash options, private-market updates, mandate/13O/13U monitoring and journal/GL exports. Every action awaits human approval; every step logged; AI opt-in and no shared-model training. AI reads no-feed statements in seven languages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Clearwater Analytics / CWAN (including Clearwater Wilshire Analytics)
Institutional front-to-back investment platform; adjacent family-office competitor · Asset owners/managers, insurers, hedge funds; family-office relevance through investment operations and JUMP lineage
What the provider offers
- Daily investment data aggregation
- Investment accounting/reconciliation
- Performance/attribution
- Risk/scenarios/stress testing
- Compliance
- Portfolio/trading execution via Enfusion
- Order management
- Private assets
- Security master
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Clearwater AI advertises natural-language data queries, custom no-code agents, scheduled/on-demand multi-agent workflows across accounting, reporting and compliance, with human approvals. SEC 2025 10-K reports over 900 client/internal-created agents at December 31, 2025; current website claims 1,000+ executing agents.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Copia Wealth Studios
Family-office wealth intelligence platform plus GP/LP modules · Sophisticated investors, SFOs, MFOs, institutions and private-market managers
What the provider offers
- Portfolio visualization and benchmarks
- Institutional feeds and investor portals
- Entities map
- Asset/manager diligence
- Family and next-gen access
- Permissioned collaboration
- Wealth product
- Connect investor/fund-admin portal
- Deal Space diligence/underwriting
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Core Wealth homepage documents AI investment-document ingestion. Connect launch (2025-08-04) explicitly describes AI extracting calls/K-1s/distributions and automatically posting transactions with discrepancy flags, complex waterfalls/side letters and recipient/version checks. Detailed approval/action scopes for core Wealth platform not verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
DoLand Pro
Investment impact and ESG reporting · Banks, wealth managers, foundations and family-office users
What the provider offers
- White-label impact reporting
- Personalized reports
- ESG and outcome narratives
- Advisor tools
- Impact data quality checks
- Recurring calculations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Primary page labels Automation and AI without establishing an autonomous agent execution feature
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Envestnet / Tamarac
Advisor portfolio, trading, reporting and CRM platform · Independent RIAs and wealth enterprises; applicable to MFO advisor operations
What the provider offers
- Tamarac performance/portfolio reporting and billing
- Client portal, document vault, budgeting and mobile app
- Trading, models, monitoring, rebalancing and reconciliation
- CRM workflow automation and business intelligence
- Envestnet UMA/SMA integration
- Managed back-office services and open integration platform
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Envestnet Data Solutions publishes AI-driven decision intelligence for advisor actions. Reviewed primary Tamarac pages establish mature automated workflows, but do not substantiate a universal Tamarac autonomous agent. Future-dated October 16 2026 release notes are excluded as shipped evidence for the October 8 cutoff.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Etops
Modular wealth/asset management technology plus operations services · Family offices, wealth/asset managers, IFAs, banks, insurers and developers
What the provider offers
- etopsOne ecosystem/etopsOS
- Multi-bank and total-wealth reporting
- Illiquid asset management
- Wealth structuring
- Portfolio/order/execution tools
- Risk/performance data
- Compliance
- Custodian/data integrations
- Middle/back-office outsourcing
- Wealth Discovers app
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No precise live agentic FO workflow/tool scope verified in reviewed current primary pages; automation and service delivery should be evaluated separately.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
FA Solutions / FA Platform
Cloud-native front-to-back investment management platform · Wealth/fund/asset managers, banks and family offices
What the provider offers
- Portfolio consolidation
- Fund NAV/shareholder registry
- Client portal
- Compliance and rebalancing
- Reconciliation/corporate actions
- Fee calculations
- Trade order lifecycle
- Reporting
- APIs/integrations
- Private-investment commitments
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No specific released AI agent capability was established from the reviewed product sources. Current automation and cloud-native architecture do not by themselves prove agentic functionality.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
FINARTIS / Prospero
Front-to-back wealth/asset management suite · Private banks, IAMs, family offices, fund and asset managers
What the provider offers
- Modular front, middle and back office
- Investment management
- Client/advisor mobile and web portals
- Straight-through processing
- Real-time accounting
- Compliance and fund management
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official 2025 news describes ARTIE AI-driven portfolio management and an embedded AI agent introduced with INTENT at TOAP. Public capabilities are broad efficiency, decision and engagement claims; detailed agent actions, permissions, audit controls and generally available FO deployment evidence not verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Fincite / fincite cios
Modular wealth/advice platform with family-office configuration · European family offices, private and universal banks, wealth managers and financial advisors
What the provider offers
- Onboarding, KYC and profiling
- Family structure and consolidated assets and liabilities
- Custodian connections or statement ingestion
- Manual and automatic valuations
- Financial goals, strategic asset allocation, forecasting, simulation and stress tests
- MiFID II advisory and discretionary processes
- Order creation, documents and tracking
- Portfolio analytics, benchmarks, risk and reporting
- Roles, digital signatures and advisor/client channels
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
CIOS AI advertises Trusted Advisor client-goal/risk insights, Voice to Action conversation transcription and direct capture into cios, personalized report generation, and conversational CIOS Copilot. Describes embedded governance, audit trails, role controls and human oversight. Demo-led advertised modules; release scope and autonomous external action tools were not established in reviewed sources.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Infront
Wealth portfolio platform and market data · Family offices and wealth professionals
What the provider offers
- Multi-custody/multi-asset oversight
- Portfolio reporting
- Compliance
- Family/client engagement
- Listed and alternative asset visibility
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No family-office-specific generally available autonomous release verified
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
InvestCloud
Enterprise digital wealth, data, managed accounts and private-market infrastructure · Wealth/asset managers, banks, trust companies and advisor enterprises; FO front-office adjacency
What the provider offers
- Advisor workspace and client engagement/mobile experiences
- Wealth Data Platform connecting custody, trust, CRM, planning and portfolios
- APL managed-account models, trading, accounting and performance
- Financial planning and billing/revenue solutions
- PM+ private assets in managed accounts
- Altic private-market order/lifecycle network
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official September release advertises AI advisor workspace, AI agents for fragmented-system integration and Altic AI-native rules-based private-market order processing. May FIS partnership describes agentic AI connected to existing core wealth infrastructure; partner deployment availability must be confirmed.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
KeeSystem / KeeSense
Modular wealth portfolio management and data platform · Wealth managers, SFOs/MFOs and private banks
What the provider offers
- Bank/insurance data collection and normalization
- Listed/unlisted/real estate/PE/alternative consolidation
- Portfolio management and rebalancing
- Compliance
- Client reporting
- API interoperability
- Implementation/change-management support
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Current site positions data and AI together in augmented wealth management; no named agent tool/actions, deployment scope or evidence of autonomous FO workflows verified in reviewed primary pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Kubera
Read-only net-worth / balance-sheet and client portal · Individuals, families and advisors/FOs through Black and White Label
What the provider offers
- Multi-asset personal/family balance sheet
- Connected accounts plus private, real assets and crypto
- People, trusts and entity structure in Black
- White-label client portfolios and firm admin console
- Read-only access and external AI connectivity
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
White Label explicitly supports connecting the firm's AI to client balance sheets, including ChatGPT, Claude, Gemini and Grok, with firmwide ability to turn AI access off. This is data access/analysis, not authority to move funds.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Landytech / Sesame One
Integrated investment/corporate/accounting record platform · Family offices, trust companies, private banks and asset managers
What the provider offers
- Custodian consolidation and reconciliation
- Investment and corporate books of record
- Entity ownership, contacts and documents
- Risk, performance and benchmark analytics
- Short-term cash forecasting
- IPS monitoring
- Report publisher and mobile
- 4.0 general ledger from portfolio activity
- Sesame Data API
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
September 28, 2026 launch recap describes Doc Flow extraction/mapping/posting agents with source traceability and optional review, AI accounting-rule configuration with deterministic postings, and aLi answers/report building. Existing clients receive 4.0 in their subscription with access arranged through client success. Navigation still labels 4.0/accounting Coming soon; confirm customer rollout and module entitlement rather than assuming every tenant is activated.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Mantle Portal
AI private-market investment operations component · Institutional allocators and high-net-worth investors, including family offices
What the provider offers
- GP portal/email document collection
- Investment-document classification
- Capital calls, NAVs and K-1 extraction
- Source-linked data and auditability
- Private-market investment/commitment/cash-flow views
- Custom reporting
- Portfolio analytics and liquidity management
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI reads/classifies documents, transforms them into structured reports and produces cited answers across quarterly reports. Guide describes human-in-the-loop framework. Do not infer full household accounting/estate/governance functionality from investment operations product.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Masttro
Family-office wealth data and management platform · SFO/MFO, UHNW wealth owners, private banks/RIAs and professional services
What the provider offers
- 700+ proprietary direct feeds
- Multi-asset/currency aggregation
- Global Wealth Map ownership/entities
- Portfolio/performance
- Cash registry/liquidity
- Private alternatives
- Document hub
- Client portal/secure messaging
- Mobile app
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Masttro Intelligence conversational voice/text interface, attributable answers and advertised actions (valuations, reports, alerts, tasks, dashboards). Documents AI and Alternatives AI ingest/classify/extract/reconcile. Private Swiss infrastructure/no model training claims require contractual validation.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
MProfit
India-focused family-office portfolio consolidation, investment reporting and accounting connector · Indian family offices, astute investors, wealth managers, CA and trusteeship firms
What the provider offers
- Consolidation across PANs, HUFs, entities, trusts, asset classes and advisors
- Broker/wealth-manager statement and contract-note ingestion
- PAN-wise mutual-fund transaction API sync
- PMS and AIF statement/64C-file imports
- XIRR, cashflow-matched benchmarks and underlying security exposure
- AIF commitments, drawdowns, fees, income and withdrawals
- Indian capital-gain/ITR reporting
- Entity-wise Tally voucher export and ledger-code mapping
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Current family-office page establishes automated ingestion, reconciliation and accounting exports. Named generative assistant, MCP or autonomous agent availability was not verified; no absence inferred.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
MYFO
Dedicated family-office operating/consolidation platform · Family offices, institutions, MFOs and advisors
What the provider offers
- Multi-asset/entity data aggregation
- Entity mapping
- Document vault and categorization
- Tasks and stakeholder management
- Capital-call/cash-flow forecasting
- Scenario modeling
- Bank and accounting connections
- Role-based access and audit trails
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official current homepage advertises AI statement/capital-call/fund-report ingestion and MCP via Claude for concentration, call schedule and scenario questions over consolidated data. Own article says clients can keep underlying systems and add AI on top; not evidence of native autonomous payment/accounting execution.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
NexJ Systems
Financial-services CRM and advisor enablement platform · Wealth managers, private banks, broker-dealers and financial advisers; adjacent to family-office relationship operations
What the provider offers
- Client/household lifecycle management
- Relationship insights and proactive engagement
- Collaboration
- Workflow automation
- Integrated advisor desktop
- CRM reporting/dashboards
- Connected enterprise data
- Configurable governance/permissions
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Nia AI assistant and NexJ MCP Server announced generally available September 21, 2026. Natural-language CRM/enterprise/approved-external data access, meeting preparation, relationship insights and bring-your-own-AI integration; exact write/action scope needs verification.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Northern Trust Front Office Solutions
Institutional portfolio data/analytics plus services · Complex asset allocators, including family offices, endowments and institutions
What the provider offers
- Multi-asset data integration
- Alternatives lifecycle
- Performance/attribution
- Liquidity/stress testing
- Research management
- Holdings/referential data
- Team collaboration
- Customized reporting/APIs
- Historical conversion/managed services
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Family-office guidance describes AI-readiness through centralized data. No released native autonomous FOS agent feature established from reviewed product sources; corporate internal AI projects are separate.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Orion Advisor Solutions / Orion Advisor Technology
Advisor wealthtech platform and investment-services ecosystem · RIAs, broker-dealers, banks/trusts and family offices
What the provider offers
- Portfolio accounting, custodian reconciliation and performance reporting
- Household/client data and AUM billing
- Trading, rebalancing and risk intelligence
- Planning, client/advisor portals and Redtail CRM
- Compliance and open third-party integrations
- Denali data layer and business insights; investment/OCIO services offered separately
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Denali AI markets connected question-to-action workflows across portfolios, planning, CRM, risk, trading, billing and operations. September 21 2026 release describes Skills Builder for controlled firm-specific agents. Current product page includes Early Access Request, so universal GA/tenant enablement is not established.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Performativ
Wealth management operating platform with family-office offering · Multi-family offices, wealth and asset managers, private and universal banks
What the provider offers
- Consolidated liquid and private-asset portfolio data
- Entity, trust, foundation and multigeneration reporting
- Advisory and discretionary mandates, models, rebalancing and trading workflows
- Performance, exposure and risk analytics
- Onboarding, document collection, fee management and branded client reporting
- Permissions, governance and audit trails
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Advertises native MCP server and OpenAI AgentKit integration, with n8n supported for custom agents; scoped permissions, deterministic approval gates on each action/recommendation, audit logs, observability and replay. Published idle-cash example reads CRM/PDFs, checks suitability and opens an external CRM opportunity; expressly a simplified example, not evidence of that workflow deployed at a bank. Production-grade agent tooling is a vendor claim, not independently tested.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Private Wealth Systems
Complex investment consolidation, accounting and reporting platform · Global family offices, private banks and institutional wealth organizations
What the provider offers
- Multi-asset/custodian/currency aggregation
- Transaction-level look-through
- Portfolio accounting and reconciliation
- Flexible custom-attribute reporting
- Performance and investment analysis
- Investor portal
- Document management
- Alts data ingestion
- WealthCheck risk/tax diagnostic
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Current official site emphasizes automated correction and programmatic ingestion; no named generative-AI agent or MCP product verified in reviewed primary pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
QPLIX
Integrated wealth management platform with family-office roots · SFOs, MFOs, wealth/asset managers, banks, pensions, insurers and administrators
What the provider offers
- Liquid, illiquid and passion-asset consolidation
- Accounting and tax
- Performance/risk/benchmarking
- Entity and ownership structures
- Trading and rebalancing
- Investment guidelines
- Document and contact management
- Client portals, mobile and white labeling
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Amanda Assistant answers software questions and vendor says AI prompts execute workflows. QPLIX MCP exposes curated typed, permission-aware portfolio, consolidation, classification, analytics and transaction tools. Analytics stay in QPLIX. Automatic document-information processing is described as in development on AI-features FAQ despite other pages using AI-supported-document language.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
SS&C Advent Geneva
Investment/fund/investor accounting and operational platform · Alternative/global asset managers, fund admins and complex investment family offices
What the provider offers
- Portfolio/fund/investor accounting
- Multi-currency
- Real-time portfolios/reporting
- Shadow accounting
- Reconciliation and exception workflows
- Data governance
- Loan lifecycle via SS&C Loan Data
- Managed services
- Tax/OMS/onboarding integrations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official July 5, 2022 retrospective states data-governance/task management was enhanced with AI for data resolution. Reviewed sources do not establish a broadly available native autonomous family-office agent suite.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
SS&C Advent Portfolio Exchange (APX)
Portfolio accounting, reporting and CRM · Asset managers, wealth managers and family offices
What the provider offers
- Multi-asset/multi-currency portfolio accounting
- Performance analytics
- Standard/custom report packaging
- CRM/prospects
- Client data dashboards
- Genesis Data Lens
- Data/market/partner integrations
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No APX-specific autonomous agent product verified; partners such as Canoe provide AI-based alternatives data. SS&C-wide AI should not be attributed to APX without product confirmation.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
SS&C Black Diamond Wealth Solutions
Wealth management ecosystem · RIAs, family offices, banks/trust companies and wealth firms
What the provider offers
- Portfolio reporting
- Trading/rebalancing
- CRM
- Client portal/mobile
- Billing
- Compliance/surveillance
- Alternatives servicing
- Trust accounting
- Unique/mineral assets
- Family-office accounting/tax services
- 80+ integrations and 1,090+ data feeds
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Black Diamond AI released September 10, 2026: Assist described as foundation for agentic AI, proactive summaries/insights, natural-language queries, MCP server, SS&C AI Gateway governance and WorkHQ orchestration interoperability.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
SuisseTechPartners / PMplus
Cloud-native front-to-back wealth, asset and servicing platform · Family/MFOs, wealth/asset managers, private banks, administrators and trustees
What the provider offers
- Public/private/non-investment asset consolidation
- Portfolio management
- Multi-jurisdiction NAV/accounting
- Cash monitoring/analysis
- Reconciliation
- Onboarding/KYC
- Client reporting/web portal
- Documentation and data management
- Custodian connectivity
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Publishes secure AI/ML for complex-document parsing, cash-flow tests and reconciliation, using specialist third parties and in-house capabilities. Broader agent autonomy/availability requires verification.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Swimbird / SWIP
Cloud wealth/portfolio data and reporting platform · Banks, asset managers, family offices, investment companies, PE and VC
What the provider offers
- Multi-source transaction integration/aggregation
- Listed and unlisted portfolio coverage
- Multi-asset portfolio analytics/reporting
- GP/LP views
- Cloud-native SaaS
- White-label delivery
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Swimbird NEST uses AI-driven data mapping/integration. Official 2023 funding article describes AI-based integration development. No named end-to-end agent or conversational portfolio assistant verified in reviewed pages.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Tindeco / Investment Studio and Investment Manager
Investment design, portfolio/risk/order management platform · Asset managers, private banks, wealth managers and family-office investment teams
What the provider offers
- No-code strategy design/testing
- Customized wealth profiles
- Strategy marketplace
- Portfolio/risk/order management
- Model-driven order suggestions
- Configurable compliance/order workflows
- Third-party PMS/OMS integration
- Quantitative multi-asset/multi-strategy/derivatives tools
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Describes systematic automation with configurable human intervention. A named generally available AI agent product was not established in reviewed sources; automation alone should not be classified as agentic AI.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Unlimited.ai
AI-native family-office investment platform · SFOs, MFOs, UHNW individuals and RIAs
What the provider offers
- Multi-asset reporting
- Entity mapping
- Liquidity forecasting
- Diligence pipeline
- Tax and alternative document management
- Sterling portal retrieval
- Source-linked portfolio Q&A
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Laila portfolio agent and Sterling document retrieval; Sterling release announced August 24, 2026; platform 2.8.0 update published September 10, 2026
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Vyzer
Wealth aggregation, private-investment monitoring and cash-flow planning · Individuals, single/multi-family offices and advisors
What the provider offers
- Connected banks, brokerages and sponsor portals
- Public/private, real estate, businesses, cash and crypto
- Ownership chains with entity percentages
- Commitments, calls, distributions and cash forecasts
- Document vault, K-1/statement processing and source-linked figures
- Family portal/mobile app and human retrieval/onboarding support
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
AI extracts statements, K-1s and fund-document figures into the relevant entity/position, with people reviewing work. Current family-office page also depicts Insights AI answering family-data questions. Service handles unconnected sponsor portals; not all aggregation is autonomous.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
Wealth Wizards
Adjacent UK digital financial guidance/advice technology and regulated advice services · Banks, insurers, wealth/advice providers and employee-benefit markets; UK consumers
What the provider offers
- API-first SaaS digital guidance/advice journeys
- Configurable rules, branding and connected customer journeys
- Pension consolidation and retirement guidance products
- Customer engagement analytics and visualizations
- MyEva financial-wellbeing experience and Personal Advice Team
- Implementation/design services with regulated financial-advice expertise
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official materials describe AI and conversational/chatbot capabilities, including MyEva. A funding announcement says capital will accelerate adoption and development; it is not evidence that every future AI capability shipped. Reviewed current source set does not establish an autonomous family-office operations agent.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
WealthArc
Financial data infrastructure with wealth portfolio applications · Family offices/UHNW, EAMs, banks, wealth/fintech and AI companies
What the provider offers
- Connector and reconciled WealthArc Data Box
- WISDOM normalized investment-object model
- Portfolio management/viewer
- Performance and risk
- OMS/FIX, compliance and CRM in documented family-office application
- Illiquid assets and structures
- Read-only OData REST API
- Scheduled file feeds
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official Developer Hub advertises MCP exposing normalized data tools to agent frameworks and governed AI access. Access requested through vendor; no public MCP endpoint or tool specification verified. AI-ready infrastructure is clearer than proof of a shipped full-office agent product.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
WealthSpectrum / Epiphany
Integrated investment and wealth management suite · Family offices, wealth managers/RIAs, portfolio managers, AIFs and multicurrency funds
What the provider offers
- Front/middle/back office
- Investment accounting, cost basis and transaction processing
- Family/individual/account hierarchies
- Public and alternative assets
- Client profiling and IPS
- Rebalancing, OMS and alerts
- Fees/billing
- Performance, analytics and client/RM portals
- Fund NAV and investor reports
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
No named generative-AI agent, MCP connector or detailed AI execution feature verified in reviewed current primary pages. Intelligent/automated design is not evidence of agentic autonomy.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.
WIZE SA (formerly WIZE by TeamWork)
Front-to-back wealth and asset management platform · EAMs, family offices, fund/asset managers and private banks
What the provider offers
- Portfolio management
- OMS/trading/FIX
- CRM
- Reporting
- Compliance
- Custodian positions/transactions/eDocs
- Private-banking/custody workflows
- Portfolio simulation
Where Neptune can fit
Use the provider for the capabilities above. Bring a permitted, dated export into Neptune to connect it with entities, obligations, evidence, responsibilities and human approvals. For services without a structured export, use an authorized report or manually reviewed records. This directory is research, not an assertion that a native API connector exists.
AI and access considerations
Official 2026 ownership history says new capital supports roadmap including AI-powered capabilities; no named live agent/workflow specification verified.
Start with a small entity. Reconcile source totals, currencies and reporting dates; preview and deduplicate before applying. An agent must have permission both to obtain the source export and to write the scoped destination records. Neptune tokens do not grant access to this provider.