Statement extraction
Upload any brokerage PDF or CSV and extract holdings instantly — no custodian integration required.
Institutional-grade proposals for independent advisors.
Upload any brokerage statement, assign a model, and deliver a branded proposal — ready for the client meeting, not another round of edits.
PLATFORM
Everything you need from statement to signed proposal.
One workflow from statement upload to branded PDF delivery.
Model portfolios
Build firm models with benchmark tracking, weight validation, and multi-model blending.
Current vs. proposed
Side-by-side comparison across allocation, risk, expenses, tax impact, and performance.
AI commentary
Draft advisor narrative in your firm's tone with live market context — never start from scratch.
Deep analytics
Risk, ESG, stress testing, income projections, factor exposure, and geographic mapping in 20+ sections.
Trade review & delivery
Per-trade approval with tax-loss harvesting, branded PDF export, and full-screen presentation mode.
THE PROBLEM
Every proposal starts from scratch. It shouldn't.
Advisors re-key holdings from PDFs, rebuild the same analysis for every prospect, write commentary from a blank page, and assemble presentations manually — losing hours to work that should be automated.
Current operations
Without Neptune
- Manually re-key holdings from brokerage statements
- Rebuild portfolio analysis from scratch for every prospect
- Write advisor commentary starting from a blank page every time
- No standardized way to compare current vs. proposed portfolios
- Tax impact and trade review happen after the proposal is assembled
- Presentation materials are cobbled together in PowerPoint
With Neptune
AI agents handle the proposal workflow
- Upload a statement and holdings are extracted instantly
- 20+ analytics sections generated automatically per proposal
- AI drafts commentary in your firm's tone with live market context
- Current vs. proposed comparisons built from your model library
- Per-trade review with tax-loss harvesting detection before delivery
- Branded PDF and full-screen presentation mode ready in minutes
Any PDFstatement from any custodian, extracted instantly
20+analytics sections generated per proposal
Per-tradeadvisor review with tax-loss harvesting
Minutesfrom upload to branded PDF delivery
PRODUCT
Upload a statement. Get a complete proposal.
Extract holdings, compare against your models, and deliver a branded PDF — all without leaving Neptune.
PRICING
Scales without headcount.
Make your advisory team sharper without adding manual proposal work.
Launch
Talk to usFor firms validating AI-assisted proposal generation with a focused advisor group.
Go Launch →INCLUDES:- Statement extraction from any custodian
- Core proposal workflow
- Model library setup
- Up to 10 analytics sections
- Branded PDF export
Growth
CustomFor teams standardizing model review, portfolio reporting, and client-ready proposals.
Go Growth →INCLUDES:- Everything in Launch
- All 20+ analytics sections
- AI advisor commentary
- Per-trade review with tax-loss harvesting
- Full-screen presentation mode
Enterprise
CustomFor larger firms with complex governance, multi-model blending, and custom branding.
Go Enterprise →INCLUDES:- Everything in Growth
- Multi-model blending and per-account assignment
- Custom commentary tones
- Advanced approval workflows
- Dedicated implementation strategy
Ready when your pipeline grows