Agentic Automation

The AI workspace for
Swiss wealth managers

Client briefs, portfolio letters and KYC reviews,
generated from your PMS data and traceable to source.
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FINMA Compliant
GDPR Compliant
ISO 27001 Certified
Unplex interface showing two proposal edits: one clarifying annual bonus terms with highlighted text change about discretionary stock options and criteria, and another about revising overtime compensation policy with options to add or apply changes.Screenshot of an Employment Law Review document table listing documents with columns for employer, employee, and start dates, showing multiple entries with varied employers and employee names.Chat interface displaying a request to list names of shareholders and the response listing Arin Thorne with company Vapourium Inc. and address 123 Elm Street, Mystica City.

The routine that never made anyone a better advisor. Now automated by agents.

Search menu with toggles on for Perplexity, Commercial Registry, Fedlex, and Thomson Reuters; Google Drive Search and Sharepoint Search have connect links.

Daily morning brief

Market moves, portfolio changes and client news, aggregated and structured before you open your inbox.
Document upload interface displaying a file named 'Template Employment Agreement' to be completed for Thomas Müller over a blue and white flower background.

Client meeting preparation reports

Live positions, performance, client history and talking points in one dossier. Minutes, not an afternoon.
User interface showing 12 generated proposals with markups replacing personal data like names and addresses with placeholders, including options to add changes or dismiss.

Quarterly portfolio letters

Personalised prose and charts from live portfolio data, generated across the whole book at once.
Software interface showing a table with columns for Documents, Key Term, and Yearly Salary, including entries like Notice Period and Reason for Termination with corresponding salaries in euros.

KYC and suitability review

Data extracted from documents, matched against the KYC profile, inconsistencies flagged for review.
Menu interface with search bar and options to connect Microsoft Teams, Google Drive, Gmail, Calendar, and Outlook.

Client onboarding

Documents classified, data extracted, missing items raised as tasks, mandate set up in the PMS.
Interface for sharing a project with fields for email address, a toggle for including a welcome note, and a list of project users with roles Editor and Owner.

MIS dashboard

AUM growth, top and bottom performers, revenue breakdown across the entire book, refreshed daily.
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Complex work needs more than a chat window.

Dashboards
Reports
Workflows
Notes
Automations
Editor
Mobile App
Desktop Anonymizer
Unplex Dashboards with a live overview of client portfolios, matters and deadlinesUnplex Reports generating client reports and memos from source data, with every figure traceableUnplex Automations preparing briefs, letters and reviews on a schedule without manual stepsUnplex Notes capturing meeting notes and research findings per client or matterUnplex Workflows running multi-step processes such as KYC reviews and matter intake across systemsUnplex Editor in Microsoft Word reviewing a document with tracked changes and commentsUnplex mobile app showing the workspace on a smartphoneUnplex Veil desktop app pseudonymising client names locally before documents are used with AI
"Deep integration into the PMS is what separates a demonstration from production. That is the work Unplex has done."
Massimo Ferrari
CTO Unplex
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Textured painting of a tall, snow-lit mountain peak surrounded by shadowed valleys under a pale sky.

Connected to the systems your team already runs on.

No migration. No disruption. Your data stays where it belongs.
Google Drive
Sharepoint
Word
Unplex
Assetmax logo
Assetmax
Dropbox
Perplexity
Postmail
Google Drive
Sharepoint
Word
Unplex
Assetmax logo
Assetmax
Dropbox
Perplexity
Postmail

Built for firms where an audit is routine.

Built for regulated industries. Complete audit trail, every output traceable to source, and on request deployed entirely within your own IT infrastructure.
ISO 27001 Certified
Unplex is ISO 27001 certified and guarantees the highest level of data security.
GDPR & DSG Compliant
Unplex is hosted on servers located within the European Economic Area (EEA) and is fully compliant with the GDPR and Swiss DSG.
BGFA & BRAO Compliant
Protects professional secrecy under Swiss and German bar regulations.
FINMA Compliant
Supports data residency, audit trail, and client file documentation standards for FINMA-regulated asset managers.

What clients say about Unplex

As a digital legal-tech company, finding an AI solution that fits seamlessly into our workflows was key. Unplex lets us create standard correspondence efficiently while offering intuitive usability and personal onboarding support.
J
Manuel Bader
Attorney | Founder at Jack Law
With Unplex I can search across our firm’s documents without switching tools. It saves time and gives me confidence I’m not missing anything.
J
Raphael Sutter
Attorney
Getting started with Unplex was straightforward, and the support along the way made the setup seamless. It quickly became part of my daily work.
J
Thomas Wild
Legal Counsel
Less routine. More judgment.

Your team makes the calls. Unplex does the rest.

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