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The AI operating layer for wealth advisory firms

Orchestrate your firm with AI designed for Wealth advisors.

Apana connects client data, patrimonial analysis, compliance workflows and portfolio follow-up in a modular platform built for modern wealth advisory practices.

See Apana in actionExplore modules
4 specialized modulesCapture to follow-up
Human-led advisoryAdvisor validates each step
Operational goalGrow without losing quality
Apana logo
Data
Captures and structures client information.
Advisory
Turns patrimonial logic into clear scenarios.
Compliance
Keeps files, checks and validation traceable.
Finance
Monitors portfolios and prepares next actions.
Client file
Checks
Signals
Follow-up
SPECIALIZED AGENTS

4 specialized agents for every step of the advisor journey

Each agent addresses a specific operational friction. Together, they turn fragmented work into one intelligent workflow.

SPECIALIZED AGENT
01Capture

Apana Data

Specialized agent for the data step.

Client information stays scattered across meetings, documents, emails and notes.

Apana Data captures key information from every source and turns it into structured wealth data that can be reviewed and reused.

Explore Apana Data
A cleaner client file, less manual rework, and a stronger foundation for the next step.
RecordingLive

Do you currently have available savings you want to optimize?

04:12

I save around EUR 1 000 per month, and I have an existing life insurance policy.

04:21

I also have a EUR 290 000 mortgage over 20 years.

04:38
Extraction in progressStructured live
Savings capacityEUR 1 000 / month
captured
MortgageEUR 290 000 / 20 years
captured
ObjectivePrepare retirement
detected
Ready to prepare a cleaner client file for review
Autoplay onApana Data is currently in focus
ORCHESTRATION PROOF

Every step feeds the next.

Apana connects data capture, advisory work, compliance and portfolio follow-up into one continuous operating flow.

Data01

Capture

Turns scattered inputs into a usable file.

InputRaw client file
Output
Structured client fileBecomes the next operating input.
Advisory02

Illuminate

Starts from structured client file.

InputFrom structured client fileClient file
Output
Quantified scenariosBecomes the next operating input.
Compliance03

Secure

Starts from quantified scenarios.

InputFrom quantified scenariosValidated strategy
Output
Compliant workflowBecomes the next operating input.
Finance04

Monitor

Starts from compliant workflow.

InputFrom compliant workflowPortfolio context
Output
Next actionsFeeds the next advisor action.
SIGNAL
Continuous flow · each output becomes the next operating input
Capture→Illuminate→Secure→Monitor
BUSINESS AI

Designed for continuous workflows, not just one-off responses

Every AI workflow is grounded in a strong business foundation. Generic AI turns a prompt into a response, while Apana compounds value through a continuous workflow built on that operational base.

Generic AI
APPROACH 01
Works from prompts.
One prompt. One response.
PROMPT
↓
RESPONSE
END OF FLOW
  • Starts from a prompt
  • Produces a response
  • Requires manual follow-through
  • Stops when the answer is delivered
Apana
APPROACH 02
Works across the advisor workflow.
Built on a controlled foundation of business and regulatory knowledge.
Data
Advisory
Compliance
Finance
Controlled Knowledge Foundation
Business expertise
Regulatory framework
Firm-specific rules
CONTROLLED OPERATING FLOW
  • Captures live client data
  • Structures advisory context
  • Applies controlled business and regulatory logic
  • Supports compliant next actions
Advisor stays in control
WHO IT'S FOR

Built for every wealth advisory model

Apana adapts to the operating model of independent advisors, structured firms, networks, enterprise teams and family offices.

TRUST & CONTROL

Built for a profession where trust is not optional

Apana is designed to support advisor workflows with structured steps, human validation and a level of rigor suited to wealth management.

Human review
01

Advisor stays in control

Apana prepares and structures outputs, but the advisor remains responsible for review, validation and decision.

✓Clear guardrail
Data framework
02

Data hosted in France

Client data is stored in France in a framework designed for sensitive financial workflows.

✓Clear guardrail
Operating flow
03

Structured workflows

From data capture to follow-up, every step is framed inside a clear operating flow.

✓Clear guardrail
Purpose-built
04

Built for sensitive advisory work

Apana is designed for wealth management operations, not generic prompt-based usage.

✓Clear guardrail
MODULAR PLATFORM

Start with one agent. Expand as your workflow evolves.

Each Apana agent can be activated independently, then combined into a more connected operating system over time.

Combine agents progressively to build a more connected workflow.
See pricing
Next step

See how Apana fits your advisory model.

Start with one workflow, explore the platform structure and see how Apana can support advisory, compliance and follow-up over time.

Request a demoSee pricing
Apana logo

EN

Request a demo
The AI operating layer for wealth advisory firms

Orchestrate your firm with AI designed for Wealth advisors.

Apana connects client data, patrimonial analysis, compliance workflows and portfolio follow-up in a modular platform built for modern wealth advisory practices.

See Apana in actionExplore modules
4 specialized modulesCapture to follow-up
Human-led advisoryAdvisor validates each step
Operational goalGrow without losing quality
Apana logo
Data
Captures and structures client information.
Advisory
Turns patrimonial logic into clear scenarios.
Compliance
Keeps files, checks and validation traceable.
Finance
Monitors portfolios and prepares next actions.
Client file
Checks
Signals
Follow-up
SPECIALIZED AGENTS

4 specialized agents for every step of the advisor journey

Each agent addresses a specific operational friction. Together, they turn fragmented work into one intelligent workflow.

SPECIALIZED AGENT
01Capture

Apana Data

Specialized agent for the data step.

Client information stays scattered across meetings, documents, emails and notes.

Apana Data captures key information from every source and turns it into structured wealth data that can be reviewed and reused.

Explore Apana Data
A cleaner client file, less manual rework, and a stronger foundation for the next step.
RecordingLive

Do you currently have available savings you want to optimize?

04:12

I save around EUR 1 000 per month, and I have an existing life insurance policy.

04:21

I also have a EUR 290 000 mortgage over 20 years.

04:38
Extraction in progressStructured live
Savings capacityEUR 1 000 / month
captured
MortgageEUR 290 000 / 20 years
captured
ObjectivePrepare retirement
detected
Ready to prepare a cleaner client file for review
Autoplay onApana Data is currently in focus
ORCHESTRATION PROOF

Every step feeds the next.

Apana connects data capture, advisory work, compliance and portfolio follow-up into one continuous operating flow.

Data01

Capture

Turns scattered inputs into a usable file.

InputRaw client file
Output
Structured client fileBecomes the next operating input.
Advisory02

Illuminate

Starts from structured client file.

InputFrom structured client fileClient file
Output
Quantified scenariosBecomes the next operating input.
Compliance03

Secure

Starts from quantified scenarios.

InputFrom quantified scenariosValidated strategy
Output
Compliant workflowBecomes the next operating input.
Finance04

Monitor

Starts from compliant workflow.

InputFrom compliant workflowPortfolio context
Output
Next actionsFeeds the next advisor action.
SIGNAL
Continuous flow · each output becomes the next operating input
Capture→Illuminate→Secure→Monitor
BUSINESS AI

Designed for continuous workflows, not just one-off responses

Every AI workflow is grounded in a strong business foundation. Generic AI turns a prompt into a response, while Apana compounds value through a continuous workflow built on that operational base.

Generic AI
APPROACH 01
Works from prompts.
One prompt. One response.
PROMPT
↓
RESPONSE
END OF FLOW
  • Starts from a prompt
  • Produces a response
  • Requires manual follow-through
  • Stops when the answer is delivered
Apana
APPROACH 02
Works across the advisor workflow.
Built on a controlled foundation of business and regulatory knowledge.
Data
Advisory
Compliance
Finance
Controlled Knowledge Foundation
Business expertise
Regulatory framework
Firm-specific rules
CONTROLLED OPERATING FLOW
  • Captures live client data
  • Structures advisory context
  • Applies controlled business and regulatory logic
  • Supports compliant next actions
Advisor stays in control
WHO IT'S FOR

Built for every wealth advisory model

Apana adapts to the operating model of independent advisors, structured firms, networks, enterprise teams and family offices.

TRUST & CONTROL

Built for a profession where trust is not optional

Apana is designed to support advisor workflows with structured steps, human validation and a level of rigor suited to wealth management.

Human review
01

Advisor stays in control

Apana prepares and structures outputs, but the advisor remains responsible for review, validation and decision.

✓Clear guardrail
Data framework
02

Data hosted in France

Client data is stored in France in a framework designed for sensitive financial workflows.

✓Clear guardrail
Operating flow
03

Structured workflows

From data capture to follow-up, every step is framed inside a clear operating flow.

✓Clear guardrail
Purpose-built
04

Built for sensitive advisory work

Apana is designed for wealth management operations, not generic prompt-based usage.

✓Clear guardrail
MODULAR PLATFORM

Start with one agent. Expand as your workflow evolves.

Each Apana agent can be activated independently, then combined into a more connected operating system over time.

Combine agents progressively to build a more connected workflow.
See pricing
Next step

See how Apana fits your advisory model.

Start with one workflow, explore the platform structure and see how Apana can support advisory, compliance and follow-up over time.

Request a demoSee pricing
Apana logo

EN

Request a demo

AI for Wealth Advisors

Scale from 10 to 100

clients per advisor

AI for Wealth Advisors

The AI operating layer for wealth advisory firms

Orchestrate your firm with AI designed for Wealth advisors.

Apana connects client data, patrimonial analysis, compliance workflows and portfolio follow-up in a modular platform built for modern wealth advisory practices.

See Apana in actionExplore modules
Apana logo
Data
Captures and structures client information.
Advisory
Turns patrimonial logic into clear scenarios.
Compliance
Keeps files, checks and validation traceable.
Client file
Checks
Signals
Follow-up
Traceability
SPECIALIZED AGENTS

3 specialized agents for every step of the advisor journey

Each agent addresses a specific operational friction. Together, they turn fragmented work into one intelligent workflow.

Capture

Apana Data

Client information stays scattered across meetings, documents, emails and notes.

Apana Data captures key information from every source and turns it into structured wealth data that can be reviewed and reused.

Explore Apana Data
A cleaner client file, less manual rework, and a stronger foundation for the next step.
Question LLMCopilot context
Advisor

Extract the key points from my call with Mr. Charles and outline the next steps to implement.

Charles - in a relationship, 47 years old, 2 childrenCall summary
Structured capture2 extracted fieldsWealth data
SynthesisNet worth: €542k, matrimonial regime: participation in acquisitions.
to dos
Savings€86.6k in children’s savings accounts, €80k idle cash, underfunded Plan d'Épargne Retraite, weak Assurance-vie.
priority
Extraction confidenceHigh consistency
Last syncCall + notes merged
Next steps4 actions
1. Follow-upFollow-up email + request for documents: tax assessment notice, contracts, amortization schedules.
2. ScénariosClarify children’s savings accounts, prepare three quantified scenarios, and make life insurance arbitrage decisions.
ORCHESTRATION PROOF

Every step feeds the next.

Apana connects data capture, advisory work, compliance and portfolio follow-up into one continuous operating flow.

Data01

Capture

InputRaw client file
Output
Structured client file
Advisory02

Illuminate

InputClient file
Output
Quantified scenarios
Compliance03

Secure

InputValidated strategy
Output
Compliant workflow
Finance04

Monitor

InputPortfolio context
Output
Next actions
SIGNAL
Continuous flow · each output becomes the next operating input
PLATEFORMES MÉTIER

Une IA bâtie sur des plateformes métier, pas l'inverse

Une IA générique est un wrapper. Apana est une couche IA portée par 4 plateformes SaaS expertes — chacune opérable sans IA, conçue par des praticiens de la gestion de patrimoine.

Couche IA · 4 agents spécialisés
Couche SaaS · 4 plateformes métier — utilisables sans IA
Copilote
Apana Copilote

Extraction & structuration de données patrimoniales

Advisor
Apana CRM

Conformité AMF · Dossier client · Suivi relationnel

Compliance
Apana Portfolio

Construction de portefeuilles · Suivi performance · Optimisation Markowitz

Finance
Apana Expertise

40+ simulateurs patrimoniaux · Mémento (Q2 2026)

Robustesse

Les plateformes fonctionnent et créent de la valeur sans IA. L'IA est un accélérateur, pas une dépendance.

Profondeur métier

Chaque plateforme encode des années de pratique CGP : conformité AMF, simulateurs fiscaux, agrégation, optimisation de portefeuille. Pas reproductible par prompt.

Continuité

Les modèles d'IA évoluent. Les plateformes restent. L'outil de travail du conseiller ne dépend pas de la météo des modèles.

Découvrir les plateformes Apana
MEASURABLE VALUE

Apana multiplies the productive capacity of wealth advisors

Apana helps firms scale client work without sacrificing advisory quality, compliance discipline or the human relationship.

Up to 20hsaved per client, per year
15–30 secto structure a client file
5–10 minfor an advisory proposal
~30 minfor compliance preparation
01

Legacy software documents work

It helps manage the process, but does not truly produce advisory output.

02

Apana adds an AI-native operating layer

Specialized agents structure data, analysis, compliance and follow-up across one workflow.

03

The result is more than speed

Apana improves file quality, traceability and commercial productivity.

Equip your firm with the AI-native operating layer built for modern wealth management.

BEYOND TIME SAVED

The value is not only speed

Apana helps firms recover time, but also improve quality, consistency and client outcomes across the advisory workflow.

01

Nothing important gets missed

Client context becomes easier to capture and reuse.

02

A better client experience

Advisory interactions become clearer, faster and more structured.

03

More consistent advice

The workflow becomes easier to standardize and objectify.

04

Faster production, better conversion

Teams can move from preparation to proposal more efficiently.

05

Stronger compliance discipline

Critical steps become easier to track and follow through.

06

Better client outcomes

Advisors spend more time on decisions and less on reconstruction work.

WHO IT'S FOR

Built for every wealth advisory model

Apana adapts to the operating model of independent advisors, structured firms, networks, enterprise teams and family offices.

TRUST & CONTROL

Built for a profession where trust is not optional

Apana is designed to support advisor workflows with structured steps, human validation and a level of rigor suited to wealth management.

Human review
01

Advisor stays in control

Apana prepares and structures outputs, but the advisor remains responsible for review, validation and decision.

✓Clear guardrail
Data framework
02

Data hosted in France

Client data is stored in France in a framework designed for sensitive financial workflows.

✓Clear guardrail
Operating flow
03

Structured workflows

From data capture to follow-up, every step is framed inside a clear operating flow.

✓Clear guardrail
Purpose-built
04

Built for sensitive advisory work

Apana is designed for wealth management operations, not generic prompt-based usage.

✓Clear guardrail
MODULAR PLATFORM

Start with one agent. Expand as your workflow evolves.

Each Apana agent can be activated independently, then combined into a more connected operating system over time.

Combine agents progressively to build a more connected workflow.
See pricing
REFERENCES

Built with teams shaping modern wealth advisory

Reference 01
Reference 02
Reference 03
Reference 04
Reference 05
Reference 06
Reference 01
Reference 02
Reference 03
Reference 04
Reference 05
Reference 06
Next step

See how Apana fits your advisory model.

Start with one workflow, explore the platform structure and see how Apana can support advisory, compliance and follow-up over time.

Request a demoSee pricing