Your trusted systems. One intelligent orbit.
A family office is a network of people, entities, commitments and responsibilities. A portfolio dashboard can describe the wealth. The harder question is whether the work around that wealth actually gets done.
Keep the system that earns your trust
Custodians hold assets. Investment platforms calculate performance. Accounting systems keep official books. Document specialists extract statements. Neptune adds a shared operating workspace around these systems. An export is a dated observation, never a promise of a live connection.
The unit of intelligence is an obligation
A capital call has a source, an entity, an amount, a currency, a deadline, a verified beneficiary, an authorized person and a funding source. Neptune connects those elements before an approval can produce a payment packet. It keeps draft, approved, prepared, submitted and human-confirmed settlement as separate states.
Agents need boundaries that survive the conversation
Neptune agents receive only the office context allowed by membership and entity scope. They can analyze and propose tasks. Import tokens have a seven-day expiry, explicit scopes and immediate revocation. They cannot approve or record settlement. Model outputs are validated before they become reviewable proposals.
Completion needs evidence
A generated answer is useful, but it is not a completed operational process. Neptune preserves original evidence with a hash, binds approvals to an exact proposal and records the resulting journal only after a human attaches settlement evidence. Bank execution stays with the bank.
Move at the speed of your permissions
Start with a portable CSV, XLSX or JSON export you are allowed to obtain. Preview mappings and validation, review duplicates, confirm permission, and import. Keep your original system as the source of record. Rollback is available while imported records remain unchanged and unreferenced.
Bring one workflow into orbit.
Start with the example office, then create a private workspace and import a permitted export.
Explore Neptune →