Fragmented data
Client information is scattered across meetings, documents, emails, CRM and internal notes.
ENTERPRISE
From advisory networks to AI-powered production systems
Apana helps wealth groups, private banks and family offices structure client data, industrialize advisory workflows, secure compliance and manage follow-up at scale.
France hosting
GDPR by design
Multi-entity
System integration
Group governance
Group levelGovernance and operating model
EntityPrivate Bank
FirmAdvisory Network
FirmFamily Office
AdvisorsTeams
ClientsCases
AI flows
DataAdvisoryComplianceFinance
One orchestration layer across every client workflow.PRODUCTION CAPACITY
The problem is no longer tools. It is production capacity.
Wealth groups already have CRMs, compliance tools, simulators, reporting systems and aggregators. Yet advisory production remains largely manual.
Rebuilt advisory
Each analysis requires reconstructing context, assumptions and simulations.
Blocking compliance
Validation and documentation slow down production instead of securing it continuously.
OPERATING MODEL
Legacy systems manage advisory. Apana produces it.
Traditional wealth software
Stores data
Documents actions
Centralizes documents
Produces reporting
Relies on manual work
Apana Enterprise
Structures data automatically
Prepares analysis
Generates scenarios
Tracks decisions
Connects advisory, compliance and follow-up
Apana does not replace your system. It makes it operational.
WORKFLOW
A full client case, from input to decision
Capture documents, emails or meetings
Extract and structure client data
Perform advisory analysis
Generate scenarios
Prepare advisor material
Validate compliance
Track portfolio and next actions
The same client context flows across every step. It is never rebuilt.
BUSINESS IMPACT
Scale without compromising advisory quality
Metrics are refined during pilot based on your organization.
INTEGRATIONS
An AI layer on top of your existing systems
Apana integrates with your current stack without requiring replacement. The objective is not to change your existing tools. It is to optimize how they work together through one continuous AI layer.
Internal CRMGroup ERPREST APIsCustom connectors
Your teams keep the systems already in place. Apana helps make them more operational, more connected and easier to scale.
SECURITY
Built for financial-grade security and governance
AI cannot operate in financial institutions without strict governance, traceability and security. Apana Enterprise was built with these constraints from day one.
France hosting
Client data hosted on sovereign French infrastructure with enterprise contractual framing.
GDPR by design
Data governance and processing logic built for financial institutions from the start.
Full audit trail
Every action, access and workflow event remains traceable and exportable.
Multi-entity isolation
Strict separation of firms, desks and entities inside the same group environment.
Enterprise SSO
SAML 2.0 support for controlled authentication across the organization.
Reversibility
Complete export of client data in standard formats. No proprietary lock-in.
DEPLOYMENT
Pilot first. Scale after.
Start on a focused workflow, validate measurable impact, then extend across entities with governance in place.
Weeks 1 to 2
Scoping
Define use cases, integration perimeter, governance and pilot success criteria.
Weeks 3 to 6
Pilot
Launch on a focused advisor group with priority workflows and live production cases.
Weeks 7 to 10
Validation
Review impact, validate compliance logic and confirm the scale-up model.
Week 11 and beyond
Scale
Roll out progressively across entities with operating governance and support in place.
MODULES
Four modules. One continuous workflow.
Each module removes a specific friction. Together, they turn fragmented tools into a production system.
FAQ
Questions decision-makers ask before rollout
On sovereign French infrastructure. Data remains under GDPR rules and detailed subprocessors are available on request.
Service commitments are contractualized in the Enterprise offer and aligned with the criticality of your deployment.
Apana provides full reversibility with complete exports in standard formats and a transition period defined contractually.
Encryption at rest and in transit, granular permissions, full audit logging and SAML 2.0 SSO are available for Enterprise deployments.
Yes. Enterprise includes contractual alignment with your legal, compliance and procurement framework.
Apana integrates through documented APIs and custom connectors prioritized during scoping, without requiring system replacement.
Evaluate Apana on a real workflow
Start with a focused pilot, measure impact, then scale across your organization.
