Let software
reshape wealth management
Capital Explorer
Capital Explorer
[SaaS]
[SaaS]
Capital Explorer is Apana's SaaS for wealth advisors.
It combines CRM, document management, simulators and compliance workflows.
With Capital Explorer, every decision is secured and every client relationship is built to last.
Cam
[AI Agent]
Cam
[AI Agent]
Apana’s conversational agent designed for wealth advisors.
Cam listens to client conversations, builds a clear financial overview and runs projections in real time.
With Cam, every interaction becomes smarter, faster and more human.
Apana's
Ambition
We provide wealth management professionals with intelligent tools that simplify their daily work and free up time for what truly matters: advising clients. Apana’s vision is to make Capital Explorer the leading SaaS platform in the market, powered by artificial intelligence. Our mission: relieve advisors from regulatory and administrative complexity—never replace them.
Strategically, our goal is to become the trusted alternative to legacy players, to build a dynamic ecosystem of partners around a vibrant marketplace of financial products, and to drive the industry’s transition toward greater transparency, education, and accessibility.
Apana's
Ambition
We provide wealth management professionals with intelligent tools that simplify their daily work and free up time for what truly matters: advising clients. Apana’s vision is to make Capital Explorer the leading SaaS platform in the market, powered by artificial intelligence. Our mission: relieve advisors from regulatory and administrative complexity—never replace them.
Strategically, our goal is to become the trusted alternative to legacy players, to build a dynamic ecosystem of partners around a vibrant marketplace of financial products, and to drive the industry’s transition toward greater transparency, education, and accessibility.
Apana's
Ambition
We provide wealth management professionals with intelligent tools that simplify their daily work and free up time for what truly matters: advising clients. Apana’s vision is to make Capital Explorer the leading SaaS platform in the market, powered by artificial intelligence. Our mission: relieve advisors from regulatory and administrative complexity—never replace them.
Strategically, our goal is to become the trusted alternative to legacy players, to build a dynamic ecosystem of partners around a vibrant marketplace of financial products, and to drive the industry’s transition toward greater transparency, education, and accessibility.
The Challenges
Wealth Advisors Face
Advisors operate in a highly complex environment: dense regulation (MiFID II, IDD, AMF, ACPR), fragmented tools (CRM, back office, simulators, provider portals), tedious client data collection, and heavy administrative burden.
On top of this come rising client expectations for transparency and education, as well as increasing competition from private banks, online brokers, and robo-advisors.
The Challenges
Wealth Advisors Face
Advisors operate in a highly complex environment: dense regulation (MiFID II, IDD, AMF, ACPR), fragmented tools (CRM, back office, simulators, provider portals), tedious client data collection, and heavy administrative burden.
On top of this come rising client expectations for transparency and education, as well as increasing competition from private banks, online brokers, and robo-advisors.
The Challenges
Wealth Advisors Face
Advisors operate in a highly complex environment: dense regulation (MiFID II, IDD, AMF, ACPR), fragmented tools (CRM, back office, simulators, provider portals), tedious client data collection, and heavy administrative burden.
On top of this come rising client expectations for transparency and education, as well as increasing competition from private banks, online brokers, and robo-advisors.
Reinventing
Wealth Management Tools
Current software no longer meets the needs of wealth advisors. Outdated interfaces force re-entry and duplication, portfolio views remain fragmented, data integration is incomplete, and compliance relies on risky manual processes.
These tools are heavy, poorly connected, and provide little decision support. As a result, advisors spend more time filling out forms or wrestling with Excel than advising clients and creating value.
Reinventing
Wealth Management Tools
Current software no longer meets the needs of wealth advisors. Outdated interfaces force re-entry and duplication, portfolio views remain fragmented, data integration is incomplete, and compliance relies on risky manual processes.
These tools are heavy, poorly connected, and provide little decision support. As a result, advisors spend more time filling out forms or wrestling with Excel than advising clients and creating value.
Reinventing
Wealth Management Tools
Current software no longer meets the needs of wealth advisors. Outdated interfaces force re-entry and duplication, portfolio views remain fragmented, data integration is incomplete, and compliance relies on risky manual processes.
These tools are heavy, poorly connected, and provide little decision support. As a result, advisors spend more time filling out forms or wrestling with Excel than advising clients and creating value.
Delivering on the
Promise of AI
With Apana, the experience changes fundamentally. Purpose-built interfaces streamline workflows, automate repetitive tasks, and give one-click access to key information. Consolidated dashboards provide a real-time 360° view of client wealth.
AI becomes a true copilot:
Ensures compliance at every step
Auto-generates regulatory documents
Drive the industry toward transparency, education and accessibility
Suggests clear, personalized scenarios
Delivers a seamless, mobile, and interoperable experience—open to the entire ecosystem
Delivering on the
Promise of AI
With Apana, the experience changes fundamentally. Purpose-built interfaces streamline workflows, automate repetitive tasks, and give one-click access to key information. Consolidated dashboards provide a real-time 360° view of client wealth.
AI becomes a true copilot:
Ensures compliance at every step
Auto-generates regulatory documents
Drive the industry toward transparency, education and accessibility
Suggests clear, personalized scenarios
Delivers a seamless, mobile, and interoperable experience—open to the entire ecosystem
Delivering on the
Promise of AI
With Apana, the experience changes fundamentally. Purpose-built interfaces streamline workflows, automate repetitive tasks, and give one-click access to key information. Consolidated dashboards provide a real-time 360° view of client wealth.
AI becomes a true copilot:
Ensures compliance at every step
Auto-generates regulatory documents
Drive the industry toward transparency, education and accessibility
Suggests clear, personalized scenarios
Delivers a seamless, mobile, and interoperable experience—open to the entire ecosystem
Ready to reshape wealth management?
Ready to reshape wealth management?
Ready to reshape wealth management?
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