EN

Artificial intelligence
applied to
personal investment choices

Insights and intelligence to guide investment choices

An AI-powered financial advisory agent
designed to help you and your clients model, simulate, and optimize their wealth trajectory.
It supports you in guiding them toward financial independence with clarity, relevance, and confidence.

An AI-powered financial advisory agent
designed to help you and your clients model, simulate, and optimize their wealth trajectory.
It supports you in guiding them toward financial independence with clarity, relevance, and confidence.

Why Apana ?

Most online financial simulators are clunky and outdated. They rely on rigid forms and require users to input a mountain of data before anything useful happens.
The result? It's slow, frustrating, and most users give up before they get any value.

AI offers huge potential to transform this experience, but generic tools like ChatGPT often fall short: they can be inaccurate, unstructured, and not tailored to the specific context of personal finance.

Apana takes a different approach. We harness the creative power of advanced AI, not to replace humans, but to radically simplify how people explore their financial situation, define their goals, and simulate future scenarios.

Our ambition: to make financial planning clearer, more intuitive, and truly accessible.

AI-driven financial planning agent

AI Agent

Your smart co-pilot for financial decisions.

Simulation Engine

A powerful engine to model wealth trajectories and test strategic scenarios.

API Integrations

Plug Apana into your ecosystem

AI Agent

Simulation Engine

API Integrations

AI Agent

Your smart co-pilot for financial decisions.

Simulation Engine

A powerful engine to model wealth trajectories and test strategic scenarios.

API Integrations

Plug Apana into your ecosystem

AI Agent

Simulation Engine

API Integrations

AI Agent

Your smart co-pilot for financial decisions.

Simulation Engine

A powerful engine to model wealth trajectories and test strategic scenarios.

API Integrations

Plug Apana into your ecosystem

AI Agent

Simulation Engine

API Integrations

Apana is a REACT (Reasoning + Acting) artificial intelligence agent designed to interact with a financial simulation framework.

It can understand a user's financial situation and objectives, translate them into structured data, and feed that data into the simulation engine.

Beyond that, the agent is capable of interpreting the simulation results and iterating on them to explore alternative wealth optimization strategies.

Apana is also built for enterprise integration, it fits seamlessly into existing information systems through robust data securitization layers, data integration APIs, and tool interoperability.

The underlying simulation framework offers a growing set of advanced financial computation capabilities, continuously enhanced by our in-house financial R&D.

Real applications designed for business impact

From lead generation to financial advisory, explore how Apana brings clarity, transparency, and strategic value across the entire client journey.

Sales Enablement

Lead Generation

Financial Advisory

01

Guide every conversation with confidence

Help your advisors ask the right questions, analyze each client’s financial context, and suggest tailored strategies including your own products. A transparent, risk-aware and educational approach that builds trust and drives action.

Sales Enablement

Lead Generation

Financial Advisory

01

Guide every conversation with confidence

Help your advisors ask the right questions, analyze each client’s financial context, and suggest tailored strategies including your own products. A transparent, risk-aware and educational approach that builds trust and drives action.

Sales Enablement

Lead Generation

Financial Advisory

01

Guide every conversation with confidence

Help your advisors ask the right questions, analyze each client’s financial context, and suggest tailored strategies including your own products. A transparent, risk-aware and educational approach that builds trust and drives action.

Sales Enablement

Lead Generation

Financial Advisory

01

Guide every conversation with confidence

Help your advisors ask the right questions, analyze each client’s financial context, and suggest tailored strategies including your own products. A transparent, risk-aware and educational approach that builds trust and drives action.

Make the best out of Apana
Make the best out of Apana

01

Run simulation engine

Use our powerful simulation engine via API or through a seamless, user-friendly form embedded on your website.
Offer clear, consistent and transparent financial scenarios through a visual experience built for trust.

Use our powerful simulation engine via API or through a seamless, user-friendly form embedded on your website.
Offer clear, consistent and transparent financial scenarios through a visual experience built for trust.

01

Run simulation engine

Use our powerful simulation engine via API or through a seamless, user-friendly form embedded on your website.
Offer clear, consistent and transparent financial scenarios through a visual experience built for trust.

02

Generate simulation data

Rely on Apana to guide users effortlessly toward structured simulation inputs.
Our LLM transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

02

Generate simulation data

Rely on Apana to guide users effortlessly toward structured simulation inputs.
Our LLM transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

02

Generate simulation data

Rely on Apana to guide users effortlessly toward structured simulation inputs.
Our LLM transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

03

Optimize wealth strategies

Iterate on simulations to with our, use our chat API or AI interface to explore and compare personalized financial strategies.The LLM suggests paths, explains trade-offs, and clarifies impact.

03

Optimize wealth strategies

Iterate on simulations to explore and compare personalized financial strategies.
The LLM identifies potential paths, highlights key trade-offs and provides clear insight into the long-term impact of each scenario.

03

Optimize wealth strategies

Iterate on simulations to explore and compare personalized financial strategies.
The LLM identifies potential paths, highlights key trade-offs and provides clear insight into the long-term impact of each scenario.

Combine full capabilities

Combine full capabilities

Combine full capabilities

For a seamless experience, connect simulation and strategy generation through our full-stack AI pipeline.
From the first conversation to actionable recommendations, everything flows in one integrated journey

Make the best out of Apana