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Introducing Neptune Wealth

Give the hours back to the relationship

Financial planning, proposals, and the operations behind them, run by agents on the CRM your firm already uses.
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Scale the practice without scaling headcount

Neptune takes on the analysis and administration that slow a growing firm, so advisors can serve more clients at the same standard of care.

Planning and proposals

Plans and investment proposals are prepared in hours, not weeks, and delivered under your firm's brand.

Workflows that run themselves

Built-in workflows cover the recurring work of the practice. Firms can also launch agents of their own.

Advisors stay with clients

Data entry, deadline tracking, and paperwork move off the advisor's desk. The client relationship does not.

The platform

The operating layer for the modern RIA

Planning, proposals, and the operations around them, connected to the systems your firm already runs.

Financial planning

Retirement, cash flow, tax, insurance, education, and estate, with Monte Carlo analysis. Advisors review a completed plan instead of building one from scratch.

Investment proposals

Current and proposed portfolios compared against your firm's models, with risk, fees, and allocation, delivered in a branded report.

Workflows and agents

Built-in workflows handle the recurring work of the practice. Firms can launch their own agents for the processes that set them apart.

Meetings and follow-up

Client meetings become notes, tasks, and follow-up communication. Assign work to @Neptune directly from a note or a task.

Onboarding and documents

Client intake, account paperwork, and e-signature packets are prepared and tracked through completion.

Works with your CRM

Neptune operates on the systems your firm already runs. There is no migration and no second record to maintain.

The challenge

Growth is limited by capacity, not demand

Most firms add assets by adding staff. The analysis and administration grow with every new client, while the advisor's time stays fixed.
  • Planning takes weeks
    Plans and proposals are rebuilt by hand for every client review
  • Manual data entry
    Meeting outcomes are re-entered into the CRM after every conversation
  • Paperwork and deadlines
    Onboarding, account forms, and follow-ups depend on staff to track them

How it works

From 0 to autonomous in three steps

01
Connect
Neptune connects to your CRM and the systems your firm already uses.
CRM
Calendar
Documents
02
Activate
Turn on built-in workflows for planning, proposals, meetings, and onboarding, and configure agents of your own.
Workflows
Agents
@Neptune
03
Scale
Neptune runs the work end to end. The firm serves more clients and grows assets without adding headcount.
Capacity
AUM
Relationships

FAQ

Frequently asked questions

Do we need to replace our CRM?
No. Neptune works with the CRM your firm already uses. It is the operating layer on top of your existing systems.
What does Neptune handle?
Financial planning, investment proposals, meeting follow-up, onboarding, and documents, through built-in workflows and agents your firm can configure.
Does the advisor stay in control?
Yes. The firm decides which workflows run and can take any task back at any time. Advice and the client relationship stay with the advisor.
Does Neptune execute trades or guarantee outcomes?
No. Neptune does not execute trades, and financial plans are not a guarantee of future results.
How do we see it?
Request a demo. We will walk through planning, proposals, and the workflows most relevant to your firm.