Wealth PMS record
ClientJean Martin
Portfolio trend+3.2%
🇬🇧EN⌄
APANA FINANCE
Your portfolio doesn't just report. It reacts.
Apana Finance puts a conversational copilot at the center of portfolio monitoring. It follows performance, detects signals and prepares the next actions, from rebalancing to recommendation drafts.
Financial Products
Unit-Linked Funds
Correlation
Fees
SRI
Exposure
Problem
Portfolio monitoring is still too passive.
Allocations change, markets move, client profiles evolve. But in many firms, portfolio monitoring remains manual, fragmented, and too late.
Reviews happen too late
Portfolios are reviewed on fixed dates, rarely when risk, fees, performance, or suitability signals require action.
Signals are scattered
Exposure, performance, risk, fees, target market checks, and regulatory documents sit in separate views.
Rebalancing takes too long
Preparing a defensible rebalancing decision still requires manual comparison, calculation, and documentation.
The issue is not a lack of portfolio data. The issue is turning that data into decisions advisors can act on.
Illustrated use case
Move from portfolio analysis to prepared rebalancing.
Apana Finance helps advisors understand what is happening, test better allocation scenarios, and prepare the next portfolio action.
1. AnalysisEquity exposure above target
Analyze the current portfolio
Bring together the key signals that explain the portfolio: fees, risk, correlation, exposure, and suitability.
Performance
7.53%
MSCI World
-1.24 pts
Risk and fee
11.9%
4
1.14% / year
Correlation
High correlation detected
3 funds move together
Diversification can be improved
From analysis to optimization to rebalancing, Apana Finance turns portfolio data into advisor-ready action.
Verifiable analysis
Financial analysis needs proof, not guesses.
An LLM can explain a portfolio. It cannot guarantee allocation weights, volatility, fees, target market suitability, or a traceable rebalancing proposal on its own.
APANA FINANCECalculated from positions, NAV history, DICI files and target market checks
USERHelp me justify this rebalancing proposal
FINANCE
The proposed allocation lowers portfolio correlation, reduces ongoing fees, and brings equity exposure back toward the target profile while preserving expected return.
Review allocation gapOpen source metricsPrepare suitability rationale
USERShow me the underlying exposure before I review it
Underlying exposure recap
Global equities43%-12 pts
Fixed income31%+10 pts
Top correlated funds3Reduced
Examples of prompts
Which portfolios moved outside their target allocation?
Where are fees or suitability checks incomplete?
Compare this portfolio against the optimized scenario.
Prepare the rationale for the next rebalancing review.
Finance does not ask AI to invent an allocation. Finance uses AI to turn calculated analysis into advisor-ready action.
Differentiation
What Apana Finance changes in the advisor's daily workflow.
Most tools show what happened. Apana Finance prepares what should happen next.
Traditional monitoring toolObserved
Traditional monitoring tool
-Static portfolio dashboard
-Manual risk analysis
-Fees checked separately
-Suitability reviewed late
-Benchmark comparison outside the workflow
-Rebalancing prepared manually
Apana FinancePrepared
Apana Finance
+Continuous monitoring
+Risk, performance, fees, and suitability in one workflow
+Benchmark and optimization scenarios
+Target market checks connected to the client profile
+Prepared rebalancing actions
+Native connection with Advisor, Copilot, and Officer
Tracking is passive. Decision-making is active.
Trust and compliance
Built for the standards of wealth management advice.
Apana Finance does not replace the advisor. It structures the analysis, documents the signals, and prepares the elements required for a compliant decision.
Advisor in control
Recommendations remain validated, adjusted, or rejected by the advisor.
Documented analysis
Signals, metrics, fees, suitability checks, and prepared rebalancing actions can be stored in the client file.
Client profile consistency
Suggestions take into account objectives, risk profile, investment horizon, target market, and the client's broader wealth situation.
Compliance connection
With Officer, decisions can be integrated into a documented workflow up to the suitability report.
Apana suite
Finance is the portfolio monitoring layer of the Apana suite.
Each Apana product supports a specific moment in the advisor workflow.
Capture
Copilot
Captures conversations and turns client context into structured data.
Analyze
Advisor
Analyzes wealth situations and prepares recommendations.
Secure
Officer
Secures CRM, compliance, subscription, and regulatory follow-up.
Monitor
Finance
Monitors portfolios, detects drifts, compares scenarios, and prepares rebalancing actions.
One suite to capture, analyze, decide, secure, and monitor.
APANA FINANCE
See how Apana Finance turns portfolio monitoring into concrete actions.
Discover how your teams can detect drifts, compare scenarios, prepare rebalancing decisions, and document the next client actions.
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