AI assistant for financial advisory meetings
Apana captures client conversations and turns them into structured, compliant wealth data, without manual re-entry.
Apana captures client conversations and turns them into structured, compliant wealth data, without manual re-entry.
Apana captures client conversations and turns them into structured, compliant wealth data, without manual re-entry.
The AI that assists
your client meetings
The AI that assists
your client meetings
Reduce post-meeting admin work
by up to 80%
Reduce post-meeting admin work
by up to 80%
Reduce post-meeting admin work
by up to 80%
Start every meeting with full client context
Apana synchronizes your calendar and retrieves all relevant client information before the meeting.
Previous notes, past discussions, and key data are available upfront, so you start every call fully prepared.
Start every meeting with full client context
Apana synchronizes your calendar and retrieves all relevant client information before the meeting.
Previous notes, past discussions, and key data are available upfront, so you start every call fully prepared.
Start every meeting with full client context
Apana synchronizes your calendar and retrieves all relevant client information before the meeting.
Previous notes, past discussions, and key data are available upfront, so you start every call fully prepared.
Apana joins and
takes notes automatically
Apana automatically joins your client meetings and captures the conversation in real time.
No manual note-taking, no forms to fill.
You can fully focus on the discussion and on your client.
Apana joins and
takes notes automatically
Apana automatically joins your client meetings and captures the conversation in real time.
No manual note-taking, no forms to fill.
You can fully focus on the discussion and on your client.
Apana joins and
takes notes automatically
Apana automatically joins your client meetings and captures the conversation in real time.
No manual note-taking, no forms to fill.
You can fully focus on the discussion and on your client.
See what’s captured in real time
As the meeting progresses, you can see the captured information update live.
This helps you steer the conversation, spot missing data, and make sure everything needed is covered before the call ends.
See what’s captured in real time
As the meeting progresses, you can see the captured information update live.
This helps you steer the conversation, spot missing data, and make sure everything needed is covered before the call ends.
See what’s captured in real time
As the meeting progresses, you can see the captured information update live.
This helps you steer the conversation, spot missing data, and make sure everything needed is covered before the call ends.
Review, adjust, and validate the client file
After the meeting, you keep full control over the captured information.
Review, edit, and validate the data before it becomes part of the client file.
Review, adjust, and validate the client file
After the meeting, you keep full control over the captured information.
Review, edit, and validate the data before it becomes part of the client file.
Review, adjust, and validate the client file
After the meeting, you keep full control over the captured information.
Review, edit, and validate the data before it becomes part of the client file.
Integrated into your existing advisory stack
Once validated, client data is synchronized directly into the tools you already use.
No copy-paste. No duplicate data. Your client file stays consistent across your stack.
Integrated into your existing advisory stack
Once validated, client data is synchronized directly into the tools you already use.
No copy-paste. No duplicate data. Your client file stays consistent across your stack.
Integrated into your existing advisory stack
Once validated, client data is synchronized directly into the tools you already use.
No copy-paste. No duplicate data. Your client file stays consistent across your stack.
With Capital Explorer,
the integration goes further.
With Capital Explorer,
the integration goes further.
With Capital Explorer,
the integration goes further.
Discovery data captured during client meetings becomes immediately usable for advanced wealth simulations and advisory workflows.
From retirement planning to investment scenarios, Capital Explorer builds on structured meeting data to help you move faster from discussion to recommendation.
Spend less time on admin.
More time with clients.
9:41
