Why Apana ?

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Capital Explorer
Wealth Management Platform

Recently acquired by Apana, Capital Explorer is the all-in-one platform for wealth advisors, trusted for over 28 years with its CRM, compliance workflows and advanced simulations.

With Cam, Apana brings a cutting-edge AI agent that transforms how advisors capture, analyze and act on client insights. Capital Explorer provides the proven foundation of wealth management operations.

Together, they unite intelligence and experience to reshape the future of wealth management, where every conversation flows seamlessly into structured processes, and every decision is faster, smarter and more secure.

Proven legacy.
Next-generation ambition.

0

years of experience
a legacy of reliability in wealth management

1

professionals
empowered every day

0

providers aggregated
all your clients’ assets in one place

1000M€
800M€

in assets
managed through the platform

29000+

clients portfolios managed
trust at scale

Clarity and compliance in every decision
Clarity and compliance in every decision

01

Compliance made effortless

Capital Explorer ensures every process meets the highest regulatory standards.

By embedding compliance into daily workflows, it reduces risk and strengthens trust.

Capital Explorer ensures every process meets the highest regulatory standards.

By embedding compliance into daily workflows, it reduces risk and strengthens trust.

01

Compliance made effortless

Capital Explorer ensures every process meets the highest regulatory standards.

By embedding compliance into daily workflows, it reduces risk and strengthens trust.

02

Unified data aggregation

Capital Explorer connects to banks, insurers and asset managers to centralize client information, portfolios and documents.

Advisors gain a single, consistent and always up-to-date view of their clients’ wealth.

Capital Explorer connects to banks, insurers and asset managers to centralize client information, portfolios and documents.

Advisors gain a single, consistent and always up-to-date view of their clients’ wealth.

02

Unified data aggregation

Capital Explorer connects to banks, insurers and asset managers to centralize client information, portfolios and documents.

Advisors gain a single, consistent and always up-to-date view of their clients’ wealth.

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

Advanced simulators

With powerful business-grade tools, Capital Explorer models complex scenarios.

From tax optimization to wealth projections, it transforms complexity into clarity.

03

Advanced simulators

With powerful business-grade tools, Capital Explorer models complex scenarios.

From tax optimization to wealth projections, it transforms complexity into clarity.

Learn more about Capital Explorer

Learn more about Capital Explorer

Learn more about Capital Explorer

A platform built for trust, now reshaped by intelligence

A platform built for trust, now reshaped by intelligence

A platform built for trust, now reshaped by intelligence

With Capital Explorer, compliance is secured, data is aggregated, and every simulation becomes actionable.

Connected with Cam, Apana’s AI agent, it empowers advisors to deliver faster, clearer, and more confident decisions within one trusted ecosystem.

Find out more about Cam

Find out more about Cam

Find out more about Cam

Make the best out of Apana