Built in Zurich for work
that depends on judgment.
We build agentic automation for wealth managers and law firms. It connects to the systems a firm already uses, does the routine work and leaves every decision with the expert.
Why we built Unplex
In regulated firms, experts spend a large part of the day assembling information instead of deciding. Dominic Rogger saw this as an attorney. Massimo Ferrari saw it as co-founder and long-time CEO of Assetmax and co-initiator of the OpenWealth API standard. Together they built a platform that sits on top of the PMS, CRM and documents a firm already has, and takes over the assembly work.
How we build
Hosted in Switzerland
Client data stays in Switzerland. Our information security is certified to ISO 27001:2022.
.svg){kind=icon}
Built on your systems
We connect to the PMS, CRM and Microsoft 365 a firm already uses. The Assetmax integration is live through our partnership with Infront.
.svg){kind=icon}
People approve every output
Agents prepare, the expert decides. Nothing reaches a client without a person's approval.
Founded by an attorney and the co-founder of Assetmax.
.jpg)
Supported by investors and partners
Infront
Tinext
Less noise. More judgment.