One missing or outdated document can stop the workflow before signature or validation.
APANA OFFICER
The CRM for every wealth advisors
Apana Officer brings together wealth CRM, aggregation, compliance and e-signature in one workspace for wealth management firms.
Wealth CRM record
ClientJean Martin
HouseholdMarried, 2 children
Risk profileModerate
Financial assetsEUR 2.1M
THE PROBLEM
Client files are fragmented. Execution is still manual.
Client follow-up, aggregation, compliance, documents and signatures too often live in separate systems. Teams spend too much time rebuilding context instead of moving the client file forward.
Teams still jump between CRM, aggregation, documents and signature tools to understand what is ready.
Advisors and operations teams still spend too much time reconstructing status, proof and next actions.
THREE OPERATIONAL BLOCKS
Officer brings together the three operational blocks of the firm.
One workspace to manage the client relationship, consolidate wealth data and secure every regulatory step.
Wealth CRM
Centralize client relationships, households, opportunities, tasks, documents and history.
Relationship trackedAggregation
Consolidate contracts, assets, allocation, movements and partner platforms.
Assets consolidatedCompliance & e-signature
Generate, track, sign and archive regulatory documents.
File audit-readyWEALTH CRM
A CRM built for wealth follow-up, not generic sales.
Officer centralizes the client profile, household, opportunities, tasks, documents, client portal and relationship history. Every action stays attached to the right file.
- Client profile and household
- Tasks and reminders
- Opportunities
- Client documents
Jean MartinClient profile and follow-up
Follow-upValue
Next actionPortfolio review
OpportunityLife insurance reallocation
Compliance4/5 steps complete
Aggregation12 contracts aggregated
AGGREGATION
A consolidated view of contracts, assets and movements.
Officer aggregates contracts, accounts, allocations, movements and connected platforms to give advisors a usable wealth context.
40+ connected platforms€5B in aggregated assets
- Aggregated contracts
- Consolidated assets
- Recent movements
Martin J. Wealth OverviewAggregated contracts and performance
Alert to reviewTotal capitalEUR 780K
12-month performance+8.4%
Next reviewAllocation to review
ProviderContractTypeValuePerf.
Swiss LifeStrategic Life 2032
Life insuranceEUR 245K+6.2%AXAPerspective Allocation
Life insuranceEUR 180K+4.8%GeneraliPatrimoine Horizon
CapitalisationEUR 132K+9.4%BNP ParibasPEA Growth Europe
PEAEUR 91K-1.2%Total
EUR 780K+8.4%Allocation to review before next meeting
COMPLIANCE & E-SIGNATURE
Every regulatory step generated, tracked, signed and archived.
Officer manages regulatory documents, checks, missing evidence, e-signature and the audit trail. The advisor stays in control while the client file remains traceable.
- Regulatory documents
- KYC and AML checks
- E-signature
- Audit trail
Martin J. ComplianceClient status and signature follow-up
Client files
ClientOnboardingEngagementKYCSuitability
Martin J.
Claire D.
Hugo B.
Electronic signatures
Suitability report · Martin J.Sent 09:31 · waiting for signature
In progressEngagement letter · Claire D.Signed 10:12 · archived in audit trail
CompletedUSE-CASE SCENARIOS
Officer adapts to every client file scenario.
The CRM adapts to the use case. Whether the firm opens a new client file, prepares an annual review or executes a reallocation, Officer structures the workflow and keeps the proof trail complete.
Selected scenario
New client onboarding
Create the client file, collect the right documents, validate the profile and send the first documents for signature.
Total time< 20 min
Can be accelerated with Copilot for document capture.+ Copilot
ASK QUESTIONS ABOUT THE CLIENT FILE
Find the right client context in a few seconds.
Because Officer keeps CRM, aggregation and compliance context connected, advisors can retrieve the right facts, status changes and next actions without switching tools.
Officer
Send the meeting summaryTo do
Prepare the review noteIn progress
Follow up on missing documentsPlan
Example prompts
No need to rebuild the file manually. No missing context between CRM, aggregation and compliance.
PROVEN OPERATIONAL CORE
A proven operational core, modernized for the AI era.
Officer is built on Capital Explorer: 28 years of wealth management expertise, production-grade integrations, aggregation infrastructure and compliance workflows already used on real client files.
It is not a generic CRM with AI on top. It is the operational stable core of the Apana suite.
TRUST & COMPLIANCE
Built for regulated wealth management workflows.
Designed for sensitive client data, regulated advisory processes and operational workflows that stay reviewable over time.
EU-hosted data
Infrastructure and workflows designed for wealth firms handling sensitive client information.
GDPR-ready workflows
Operational flows designed for controlled data handling, review and follow-up.
Consent and signature records
Client interactions, approvals and signatures remain attached to the operational file.
Source-linked evidence
Key facts and required documents can stay linked to the underlying client file context.
Audit-ready history
Status changes, documents and actions remain traceable over time.
Configurable model layer
The AI layer can adapt to firm constraints around security, review and operations.
APANA SUITE
Officer is where the Apana workflow closes.
Copilot creates the structured context. Advisor turns it into advice. Officer turns that advice into a compliant, signed and monitored client file.
Captures conversations, documents and client data.
Turns structured facts into sourced recommendations.
Executes CRM, compliance, signatures and follow-up.
One pipeline. No re-entry. No lost context.