Our roadmap
1. Strengthen the Simulation Engine
2. Integration Into Daily Workflows
3. From Simulation to Advice
4. Admin Dashboard & Analytics
5. Strategic Partnerships
Why this roadmap ?
To provide a clear view of the strategic vision guiding Apana and the central role of Cam in this journey. This roadmap goes beyond a simple list of features, it outlines a product strategy designed to deliver long-term value, drive adoption in the field, and shape the future of augmented wealth advisory.
"Apana aims to become the gold standard for augmented wealth advisory. For Cam to deliver on this ambition, it must think like an advisor and integrate seamlessly into the daily workflow of professionals. This roadmap is built around three core pillars: technical reliability, real-world adoption, and tangible value creation."
Robin Monjo - Co-founder & CTO
Our 5 Pillars
1. Strengthen the Simulation Engine
Objective: Deliver credible, robust, and ever-evolving wealth planning intelligence.
Agent capabilities
Net worth Planing
Build financial series of your net worth evolution into time.
Real Estate
Simulate Real Estate investment, loans and reimbursements
Retirement
Simulate retirement path given
Life Insurance
Simulate Insurance and Protection Planning
Tax Planning
Optimize contributions, income and long-term tax impact
More to come
Deterministic recommendation engine
We plan to reinforce Cam’s reliability by introducing deterministic logic for core recommendations. This will ensure consistent outputs across identical cases. A probabilistic layer will remain for scenario exploration, striking a balance between trust and flexibility.
AI Model Layering
We aim to implement a modular AI stack by integrating multiple LLMs (ChatGPT, Gemini, Mistral…) depending on use case. In the longer term, we plan to develop a proprietary Apana model, fine-tuned on industry-specific data, to gain independence and precision.
Live Regulatory Updates
We're building an automated monitoring system to keep Cam up to date with fiscal and legal changes. The goal: monthly updates to ensure simulations always reflect the latest rules, thresholds, and reforms, without manual intervention.
2. Integration Into Daily Workflows
Objective: Make Cam invisible but indispensable—fully embedded in the advisor's stack.
Professional Exports
We plan to enable the generation of client-ready PDF reports, as well as structured data exports to CRM, back-office, and ERP tools. The goal is to make Cam’s outputs instantly usable within existing advisory workflows.
Custom Interfaces & Connectors
We're developing configurable forms and onboarding flows tailored to each client journey. Native integrations with tools like Salesforce, Plezi, or Axonaut will allow real-time data sync and smoother adoption.
Agent Personality & White Label
Soon, users will be able to customize Cam’s tone, vocabulary, and level of expertise. We'll also offer white-label options, allowing full integration into a firm’s brand identity, down to language, styling, and domain.
3. From Simulation to Advice
Objective: Turn diagnostics into actionable recommendations.
Product recommendation engine
We plan to create a module that suggests financial products aligned with the user’s needs, such as insurance, real estate, or managed portfolios. This feature will help transform simulations into actionable advice.
Custom Interfaces & Connectors
We are working on integrations with distributors like Linxea, Nortia, and Carac. Users will be able to continue their journey through pre-filled forms and seamless redirections to partner platforms.
Agent Personality & White Label
A scoring tool is in development to assess portfolios based on risk, return, and liquidity. It will enable meaningful comparisons with tailored recommendations based on the user's goals and financial profile.
4. Admin Dashboard & Analytics
Objective: Empower teams to track, learn, and scale usage intelligently.
Usage Monitoring & Performance Insights
We’re building a dashboard to give admins and managers clear visibility into how Cam is used across teams. This data will help optimize adoption, track ROI, and continuously improve user experience.
Volume of conversations and messages
Lead generation metrics
Simulation completion rates
Breakdown by advisor / agency / channel
Question heatmaps
.…
5. Strategic Partnerships
Objective: Grow faster by integrating rather than rebuilding.
Strategic Partnerships & Ecosystem Expansion
To accelerate adoption without reinventing the wheel, we plan to build strong partnerships across the industry. These alliances will help scale distribution, strengthen integrations, and extend Cam’s reach.
Partnerships with agencies & site builders (e.g. Actusite)
White-label distribution via CGP networks, insurers, private banks
Cross-integrations with industry tools