Focus on what matters most: your clients
Focus on what matters most: your clients
PRICING
PRICING
PRICING
Choose a plan that fits your goals and scale as you grow
Apana Essentials
79€
Per user/month
Wealth overview and KYC extraction
Video meeting transcription (Google Meet, Teams, Zoom)
Wealth overview and KYC extraction
Extraction from text or transcript
Extraction from call recording and upload (coming soon)
Extraction from voice notes (coming soon)
Automatic meeting summary
Apana Plus
99€
Popular
Per user/month
Everything in Essentials and more:
Mobile Application
Webhooks and standard integrations
Centralized data synchronization
Designed for growing advisory teams
Apana Enterprise
199€
Per user/month
Everything in Plus and more:
Custom Data model (multicopilot)
Custom AI model
Custom Integration bridge
Designed for mature wealth management organizations
Choose a plan that fits your goals and scale as you grow
Apana Essentials
79€
Per user/month
Video meeting transcription (Google Meet, Teams, Zoom)
Wealth overview and KYC extraction
Extraction from text or transcript
Extraction from call recording and upload (coming soon)
Extraction from voice notes (coming soon)
Automatic meeting summary
Apana Plus
$10
99€
Popular
Per user/month
Everything in Essentials and more:
Mobile Application
Webhooks and standard integrations
Centralized data synchronization
Designed for growing advisory teams
Apana Enterprise
199€
Per user/month
Everything in Plus and more:
Custom Data model (multicopilot)
Custom AI model
Custom Integration bridge
Custom pricing
Designed for growing advisory teams
Choose a plan that fits your goals and scale as you grow
Apana Essentials
79€
Per user/month
Wealth overview and KYC extraction
Video meeting transcription (Google Meet, Teams, Zoom)
Wealth overview and KYC extraction
Extraction from text or transcript
Extraction from call recording and upload (coming soon)
Extraction from voice notes (coming soon)
Automatic meeting summary
Apana Plus
99€
Popular
Per user/month
Everything in Essentials and more:
Mobile Application
Webhooks and standard integrations
Centralized data synchronization
Designed for growing advisory teams
Apana Enterprise
199€
Per user/month
Everything in Plus and more:
Custom Data model (multicopilot)
Custom AI model
Custom Integration bridge
Designed for mature wealth management organizations
Enterprise Platform
Deploy Apana across large advisory teams, define custom data and compliance rules, integrate with your existing systems, and turn client data into actionable intelligence to scale AUM.
Get started for free in less than 10 minutes
Discover Apana with full access to the platform and guidance from our team to help you evaluate it in real advisory use cases.
Get started for free in less than 10 minutes
Discover Apana with full access to the platform and guidance from our team to help you evaluate it in real advisory use cases.
Get started for free in less than 10 minutes
Discover Apana with full access to the platform and guidance from our team to help you evaluate it in real advisory use cases.
Looking for a compliance-ready CRM for advisory firms
Apana integrates seamlessly with Capital Explorer, a wealth management CRM designed to meet regulatory and compliance requirements.
Bundled deployments may qualify for preferential pricing.
Looking for a compliance-ready CRM for advisory firms
Apana integrates seamlessly with Capital Explorer, a wealth management CRM designed to meet regulatory and compliance requirements.
Bundled deployments may qualify for preferential pricing.
Looking for a compliance-ready CRM for advisory firms
Apana integrates seamlessly with Capital Explorer, a wealth management CRM designed to meet regulatory and compliance requirements.
Bundled deployments may qualify for preferential pricing.
Spend less time on admin.
More time with clients.
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