Apana logo
Book a demo

Scale from 10 to 100

clients per advisor

More clients per advisor, without lowering advice quality.

Book a demo

Wealth AI, a promise for today

Apana is the operational solution that changes the way you work today, helping you benefit from the latest advances in artificial intelligence in your daily wealth management workflows.

Automate

Time-consuming tasks: data collection, data entry, compliance.

Develop

Wealth advisory and client relationships.

Use data

As a business driver in its own right.

Respect

Regulations and recommendations from professional associations.

Parlez à Apana comme à un collaborateur. Laissez les agents piloter vos outils, structurer vos données et préparer vos décisions.
AGENTIC OPERATIONS

Control your tools by simply asking.

Apana agents translate natural language prompts into concrete actions across your business tools: CRM, compliance, signature, reporting and client follow-up.

Copilot×Officer

Generated file and CRM update

Copilot
Événement récentVente immobilière, Lyon
Patrimoine780K€
ObjectifRetraite, 12 ans
Officer
CRM mis à jourDossier synchronisé
Prochaine étapeEnvoyer la note de conseil
Synchronisation CRM prête
YOUR WORKFLOW

Three agents. Real advisory cases.

Choose a real advisory case and see how Apana adapts the workflow to your context.

Each agent is available independently. Start with one, add others when you're ready.

+ Copilot+ Advisor+ Officer
STEP 1
COPILOT
Copilot

Capte le rendez-vous client, extrait les documents et structure le profil patrimonial.

STEP 2
ADVISOR
Advisor

Exécute des scénarios retraite sourcés, compare les stratégies et chiffre les résultats.

STEP 3
OFFICER
Officer

Prépare le workflow de recommandation, met à jour le CRM et sécurise le dossier de conformité.

What you get
Fiche client structurée
Projection retraite
Scénarios comparés
Note de recommandation
Dossier prêt pour validation
Book this live demo
BUILT FOR REGULATED ADVICE

Not a chatbot. A controlled wealth management backbone.

Apana combines specialized AI agents with Capital Explorer’s infrastructure to capture client data, run controlled calculations and prepare traceable advisory workflows.

AI prepares. Advisors validate.

CRM · Compliance · Aggregation · Simulators · Portfolio workflows
28 ansExpertise Capital Explorer
40+Connexions d’agrégation
€5B+Actifs agrégés
46+Simulateurs fiscaux et patrimoniaux
01CONTRÔLÉLes calculs passent par des simulateurs, pas par des réponses improvisées.
02SOURCÉLes recommandations peuvent s’appuyer sur des sources fiscales, juridiques et réglementaires.
03VALIDÉLe conseiller humain relit, décide et présente.
ECOSYSTEM

Apana creates one connected ecosystem for the full advisory cycle.

Copilot, Advisor and Officer do not operate in silos. They share the same client context so data capture, sourced advice and compliant follow-up reinforce each other.

Apana logo
Copilot
Captures and structures client information.
Advisor
Turns patrimonial logic into clear scenarios.
Officer
Keeps files, checks and validation traceable.
Client file
Checks
Signals
Follow-up
Traceability
OUTCOMES

Recover hours. Reinvest them in advice.

Apana removes operational work from the advisory cycle, so advisors spend less time rebuilding files and more time serving clients.

Saved per client per yearUp to 20h

Recovered across the advisory cycle. Distributed across all three agents.

CopilotAdvisorOfficerFinance
Book a demo
Capture de la donnée client
30 minutesInstant30 minutes gagnées
Production du conseil
1 heure10 minutes50 minutes gagnées
Dossier de conformité
1 heure20 minutes40 minutes gagnées
Revue de portefeuille
2 heures20 minutes1h 40 gagnées
Total
4h 3050 minutes3h 40 saved

Based on typical advisory workflows. Actual time savings vary by firm size, process maturity and existing tooling.

WHO IT'S FOR

Built for every wealth advisory model

Apana adapts to the operating model of independent advisors, structured firms, networks, enterprise teams and family offices.

01

Independent advisor

Reduce operational load without losing control.

Explore use case
02

Structured firm

Scale advisory quality across a growing team.

Explore use case
03

Networks & groups

Standardize workflows without rigidifying advice.

Explore use case
04

Enterprise

Deploy a modular AI operating layer at scale.

Explore use case
05

Family office

Monitor complex patrimonial situations with more clarity.

Explore use case
REFERENCES

Trusted by wealth advisory firms

Reference 01
Reference 02
Reference 03
Reference 04
Reference 05
Reference 06
Reference 07
Reference 01
Reference 02
Reference 03
Reference 04
Reference 05
Reference 06
Reference 07

Built alongside the professional associations shaping modern wealth advisory.

Next step

See how Apana fits your advisory model.

Start with one workflow, explore the platform structure and see how Apana can support advisory, compliance and follow-up over time.

Request a demoSee pricing

© 2026 Apana – Tous droits réservés

CookiesTerms of UseMentions légalesPersonal Data

EN

Apana logo
Book a demo

Scale from 10 to 100

clients per advisor

More clients per advisor, without lowering advice quality.

Book a demo

Wealth AI, a promise for today

Apana is the operational solution that changes the way you work today, helping you benefit from the latest advances in artificial intelligence in your daily wealth management workflows.

Automate

Time-consuming tasks: data collection, data entry, compliance.

Develop

Wealth advisory and client relationships.

Use data

As a business driver in its own right.

Respect

Regulations and recommendations from professional associations.

Talk to Apana like you would to a team member. Let AI agents operate your tools, structure your data, and prepare every decision.
Compatible with
AGENTIC OPERATIONS

Control your tools by simply asking.

Apana agents translate natural language prompts into concrete actions across your business tools: CRM, compliance, signature, reporting and client follow-up.

Copilot×Officer

Generated file and CRM update

Copilot
Événement récentVente immobilière, Lyon
Patrimoine780K€
ObjectifRetraite, 12 ans
Officer
CRM mis à jourDossier synchronisé
Prochaine étapeEnvoyer la note de conseil
Synchronisation CRM prête
YOUR WORKFLOW

Three agents. Real advisory cases.

Choose a real advisory case and see how Apana adapts the workflow to your context.

Each agent is available independently. Start with one, add others when you're ready.

+ Copilot+ Advisor+ Officer
STEP 1
COPILOT
Copilot

Capte le rendez-vous client, extrait les documents et structure le profil patrimonial.

STEP 2
ADVISOR
Advisor

Exécute des scénarios retraite sourcés, compare les stratégies et chiffre les résultats.

STEP 3
OFFICER
Officer

Prépare le workflow de recommandation, met à jour le CRM et sécurise le dossier de conformité.

What you get
Fiche client structurée
Projection retraite
Scénarios comparés
Note de recommandation
Dossier prêt pour validation
Book this live demo
BUILT FOR REGULATED ADVICE

Not a chatbot. A controlled wealth management backbone.

Apana combines specialized AI agents with Capital Explorer’s infrastructure to capture client data, run controlled calculations and prepare traceable advisory workflows.

AI prepares. Advisors validate.

CRM · Compliance · Aggregation · Simulators · Portfolio workflows
28 ansExpertise Capital Explorer
40+Connexions d’agrégation
€5B+Actifs agrégés
46+Simulateurs fiscaux et patrimoniaux
01CONTRÔLÉLes calculs passent par des simulateurs, pas par des réponses improvisées.
02SOURCÉLes recommandations peuvent s’appuyer sur des sources fiscales, juridiques et réglementaires.
03VALIDÉLe conseiller humain relit, décide et présente.
ECOSYSTEM

Apana creates one connected ecosystem for the full advisory cycle.

Copilot, Advisor and Officer do not operate in silos. They share the same client context so data capture, sourced advice and compliant follow-up reinforce each other.

Apana logo
Copilot
Captures and structures client information.
Advisor
Turns patrimonial logic into clear scenarios.
Officer
Keeps files, checks and validation traceable.
Client file
Checks
Signals
Follow-up
Traceability
OUTCOMES

Recover hours. Reinvest them in advice.

Apana removes operational work from the advisory cycle, so advisors spend less time rebuilding files and more time serving clients.

Saved per client per yearUp to 20h

Recovered across the advisory cycle. Distributed across all three agents.

CopilotAdvisorOfficerFinance
Book a demo
Capture de la donnée client
30 minutesInstant30 minutes gagnées
Production du conseil
1 heure10 minutes50 minutes gagnées
Dossier de conformité
1 heure20 minutes40 minutes gagnées
Revue de portefeuille
2 heures20 minutes1h 40 gagnées
Total
4h 3050 minutes3h 40 saved

Based on typical advisory workflows. Actual time savings vary by firm size, process maturity and existing tooling.

WHO IT'S FOR

Built for every wealth advisory model

Apana adapts to the operating model of independent advisors, structured firms, networks, enterprise teams and family offices.

01

Independent advisor

Reduce operational load without losing control.

Explore use case
02

Structured firm

Scale advisory quality across a growing team.

Explore use case
03

Networks & groups

Standardize workflows without rigidifying advice.

Explore use case
04

Enterprise

Deploy a modular AI operating layer at scale.

Explore use case
05

Family office

Monitor complex patrimonial situations with more clarity.

Explore use case
REFERENCES

Trusted by wealth advisory firms

Reference 01
Reference 02
Reference 03
Reference 04
Reference 05
Reference 06
Reference 07
Reference 01
Reference 02
Reference 03
Reference 04
Reference 05
Reference 06
Reference 07

Built alongside the professional associations shaping modern wealth advisory.

Take control

See how Apana fits your advisory model.

Start with one workflow, explore the platform structure and see how Apana can support advisory, compliance and follow-up over time.

Request a demoSee pricing

© 2026 Apana – All rights reserved

CookiesTerms of UseLegal noticePersonal Data