Why Apana ?

EN

Cam
AI-driven financial planning agent

Smart Co-pilot

Cam listens to your client meetings, captures the key information and extracts essential data — so advisors focus on the dialogue, not the notes.

Simulation Engine

Connected & Automated

Cam integrates seamlessly with your tools and CRM to automatically complete wealth assessments and key documents — eliminating post-meeting data entry so you can focus directly on strategy.

API

Simulation Engine

Cam projects wealth trajectories and tests strategic scenarios — helping advisors explore options and guide clients with confidence.

Smart Co-pilot

Connected & Automated

Simulation Engine

Smart Co-pilot

Cam listens to your client meetings, captures the key information and extracts essential data — so advisors focus on the dialogue, not the notes.

Simulation Engine

Connected & Automated

Cam integrates seamlessly with your tools and CRM to automatically complete wealth assessments and key documents — eliminating post-meeting data entry so you can focus directly on strategy.

API

Simulation Engine

Cam projects wealth trajectories and tests strategic scenarios — helping advisors explore options and guide clients with confidence.

Smart Co-pilot

Connected & Automated

Simulation Engine

Smart Co-pilot

Cam listens to your client meetings, captures the key information and extracts essential data — so advisors focus on the dialogue, not the notes.

Simulation Engine

Connected & Automated

Cam integrates seamlessly with your tools and CRM to automatically complete wealth assessments and key documents — eliminating post-meeting data entry so you can focus directly on strategy.

API

Simulation Engine

Cam projects wealth trajectories and tests strategic scenarios — helping advisors explore options and guide clients with confidence.

Smart Co-pilot

Connected & Automated

Simulation Engine

Cam is built as a ReAct AI agent (Reasoning + Acting) for wealth advisors.

It serves as a smart co-pilot in client meetings, capturing key insights so you can focus fully on the conversation.
It connects to your tools and CRM to automatically complete wealth assessments and essential documents, eliminating repetitive data entry.
And it includes a powerful simulation engine to model trajectories and test strategic scenarios.

Built for demanding enterprise environments, Apana integrates seamlessly into the information systems of advisory firms, private banks, and mutual insurers.
With its integration APIs, high security standards, and enterprise-ready connectors, it fits effortlessly into your existing ecosystem.

With Cam, advisors can spend less time on tasks and more time building meaningful relationships with their clients.

What if every client meeting built instant trust?
What if every client meeting built instant trust?

01

Analyzes situations instantly

Cam transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

By transcribing in real time and extracting the key information, it removes manual input, delivering faster, more reliable and more fluid client meetings.

Cam transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

By transcribing in real time and extracting the key information, it removes manual input, delivering faster, more reliable and more fluid client meetings.

01

Analyzes situations instantly

Cam transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

By transcribing in real time and extracting the key information, it removes manual input, delivering faster, more reliable and more fluid client meetings.

02

Projects future scenarios

Cam generates personalized projections and models multiple wealth trajectories to explore different outcomes with your clients.

This allows you to illustrate strategies clearly, compare options instantly, and build decisions on transparent, data-driven simulations.

Cam generates personalized projections and models multiple wealth trajectories to explore different outcomes with your clients.

This allows you to illustrate strategies clearly, compare options instantly, and build decisions on transparent, data-driven simulations.

02

Projects future scenarios

Cam generates personalized projections and models multiple wealth trajectories to explore different outcomes with your clients.

This allows you to illustrate strategies clearly, compare options instantly, and build decisions on transparent, data-driven simulations.

03

Optimize wealth strategies

Cam highlights key trade-offs and opportunities directly during the client meeting, turning complex data into actionable insights.

With clearer options and faster analysis, you help clients make confident decisions without delay.

03

Optimize wealth strategies

Cam highlights key trade-offs and opportunities directly during the client meeting, turning complex data into actionable insights.

With clearer options and faster analysis, you help clients make confident decisions without delay.

03

Optimize wealth strategies

Cam highlights key trade-offs and opportunities directly during the client meeting, turning complex data into actionable insights.

With clearer options and faster analysis, you help clients make confident decisions without delay.

Discover our Roadmap

Discover our Roadmap

Discover our Roadmap

Secure compliance & unified data

Secure compliance & unified data

Secure compliance & unified data

After strengthening client relationships with Cam, all insights and simulations flow seamlessly into Capital Explorer.

Here, compliance is secured, data is aggregated, and long-term follow-up becomes effortless within one trusted ecosystem.


Discover Capital Explorer

Discover Capital Explorer

Discover Capital Explorer

Make the best out of Apana