Why Apana ?

EN

Why Apana ?

EN

The AI
built for private wealth professionals,
redefining financial advisory

Meet Cam,
The agent designed to model, simulate, and optimize your clients’ financial trajectories for advice delivered with clarity, relevance, and trust.

Meet Cam,
The agent designed to model, simulate, and optimize your clients’ financial trajectories for advice delivered with clarity, relevance, and trust.

Why Apana ?

Most wealth simulation tools used today by financial advisors or private banks are outdated and difficult to use.
Rigid forms, clunky interfaces, and a lack of real-time scenario modeling. They require extensive data entry before delivering even the simplest actionable result.

The outcome? A slow, frustrating process that hinders both the advisor and the client, and ultimately reduces the perceived value of the advice.

Artificial intelligence offers a unique opportunity to rethink this experience.
But general-purpose tools like ChatGPT fail to meet the specific demands of wealth management. They lack financial logic, regulatory nuance, and personalized guidance. Their output is vague, disconnected, and rarely actionable.

Apana takes a radically different approach.
We harness the power of LLMs trained specifically for the needs of financial advisors, from investment strategy and taxation to retirement and estate planning.
Our AI does not replace human expertise. It enhances it.

Cam, our agent, models in real time, simulates personalized trajectories, and structures recommendations tailored to each client profile.

Our ambition is to help financial professionals deliver advice that is clearer, faster, and more engaging.

AI-driven financial planning agent

AI Agent

Your smart co-pilot for financial decisions.

Simulation Engine

Simulation Engine

A powerful engine to model wealth trajectories and test strategic scenarios.

API

API Integrations

Plug Apana into your ecosystem

AI Agent

Simulation Engine

API Integrations

AI Agent

Your smart co-pilot for financial decisions.

Simulation Engine

Simulation Engine

A powerful engine to model wealth trajectories and test strategic scenarios.

API

API Integrations

Plug Apana into your ecosystem

AI Agent

Simulation Engine

API Integrations

AI Agent

Your smart co-pilot for financial decisions.

Simulation Engine

Simulation Engine

A powerful engine to model wealth trajectories and test strategic scenarios.

API

API Integrations

Plug Apana into your ecosystem

AI Agent

Simulation Engine

API Integrations

Apana is a ReAct AI agent (Reasoning + Acting), built to operate in real time alongside a financial simulation engine.
It analyzes client goals, structures key data, and injects it directly into the simulation engine, with no manual input or friction.

The agent then interprets the results, compares potential strategies, and iterates to explore the most relevant wealth optimization paths.

The simulation engine is powered by robust financial models, developed by our R&D team specialized in wealth engineering, and continuously updated to reflect evolving regulatory and market conditions.

Built for demanding enterprise environments, Apana integrates seamlessly into the information systems of advisory firms, private banks, and mutual insurers.
With its integration APIs, high security standards, and enterprise-ready connectors, it fits effortlessly into your existing ecosystem.

Real applications designed for business impact

From lead generation to financial advisory, explore how Apana brings clarity, transparency, and strategic value across the entire client journey.

Lead Generation

Sales Enablement

Financial Advisory

01

Turn content into qualified prospects

Add a smart advisory experience to your website, using financial content to engage, qualify, and direct visitors toward a meeting with an advisor. An intuitive flow that informs users, assesses needs, and creates real value.

Lead Generation

Sales Enablement

Financial Advisory

01

Turn content into qualified prospects

Add a smart advisory experience to your website, using financial content to engage, qualify, and direct visitors toward a meeting with an advisor. An intuitive flow that informs users, assesses needs, and creates real value.

Sales Enablement

Lead Generation

Financial Advisory

01

Guide every conversation with confidence

Help your advisors ask the right questions, analyze each client’s financial context, and suggest tailored strategies including your own products. A transparent, risk-aware and educational approach that builds trust and drives action.

Sales Enablement

Lead Generation

Financial Advisory

01

Guide every conversation with confidence

Help your advisors ask the right questions, analyze each client’s financial context, and suggest tailored strategies including your own products. A transparent, risk-aware and educational approach that builds trust and drives action.

Make the best out of Apana
Make the best out of Apana

01

Run simulation engine

Use our powerful simulation engine via API or through a seamless, user-friendly form embedded on your website.
Offer clear, consistent and transparent financial scenarios through a visual experience built for trust.

Use our powerful simulation engine via API or through a seamless, user-friendly form embedded on your website.
Offer clear, consistent and transparent financial scenarios through a visual experience built for trust.

01

Run simulation engine

Use our powerful simulation engine via API or through a seamless, user-friendly form embedded on your website.
Offer clear, consistent and transparent financial scenarios through a visual experience built for trust.

02

Generate simulation data

Rely on Apana to guide users effortlessly toward structured simulation inputs.
Our LLM transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

02

Generate simulation data

Rely on Apana to guide users effortlessly toward structured simulation inputs.
Our LLM transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

02

Generate simulation data

Rely on Apana to guide users effortlessly toward structured simulation inputs.
Our LLM transforms natural conversations into precise data, ready to power accurate and personalized financial simulations.

03

Optimize wealth strategies

Iterate on simulations to with our, use our chat API or AI interface to explore and compare personalized financial strategies.The LLM suggests paths, explains trade-offs, and clarifies impact.

03

Optimize wealth strategies

Iterate on simulations to explore and compare personalized financial strategies.
The LLM identifies potential paths, highlights key trade-offs and provides clear insight into the long-term impact of each scenario.

03

Optimize wealth strategies

Iterate on simulations to explore and compare personalized financial strategies.
The LLM identifies potential paths, highlights key trade-offs and provides clear insight into the long-term impact of each scenario.

Combine full capabilities

Combine full capabilities

Combine full capabilities

For a seamless experience, connect simulation and strategy generation through our full-stack AI pipeline.
From the first conversation to actionable recommendations, everything flows in one integrated journey

Make the best out of Apana