Book a demo
See how Neptune turns models and portfolios into client-ready proposals.
Tell us about your advisory team, model process, and reporting workflow. We will tailor the demo around proposal generation, portfolio review, AI commentary, and pipeline movement.
What we will cover
- Model library setup for firm, team, and advisor workflows.
- Current-vs-proposed portfolio review and proposal creation.
- AI-generated advisor commentary with review controls.
- Financial reporting sections for client meetings and PDFs.
- How opportunities can move from pipeline to proposal.