Through a strategic partnership with Infront, our agentic automation platform is coming to wealth managers across Europe as the Infront Workspace, an add-on for the portfolio management systems AMX and Infront PM.
Wealth managers carry a growing operational load. Every client relationship produces preparation, documentation and follow-up work. Regulatory expectations add more on top. Most of this work happens across several systems and takes hours away from clients. We built Unplex to change that: agentic automation that executes the work, so experts keep their time for judgment.
Today we are taking an important step. We have entered into a strategic partnership with Infront, a leading European WealthTech provider. Under the partnership, Infront offers the Infront Workspace, built on the Unplex platform, as an add-on to AMX and Infront PM.
Agentic automation is only as good as the data it works with. In wealth management, that data lives in the portfolio management system. Client records, positions, transactions and mandates all sit there. An AI tool that runs beside that system forces people to copy information back and forth, which creates new work and new risks.
Infront brings what makes agentic automation useful in practice: deep integration with the systems wealth managers rely on every day, trusted financial data and an established client base across Europe. We bring a platform designed from the start for regulated industries, including wealth managers and law firms, where traceability and confidentiality are not optional.
Together, we can deliver agentic automation where it belongs: inside the existing infrastructure of the firm.
The Infront Workspace is the Unplex platform, delivered under the Infront brand. It connects directly to AMX and Infront PM through dedicated API and MCP integrations. AI agents execute defined workflows on the data held in these systems.
Infront leads distribution, client relationships and first-line support. We provide, host and operate the platform, and support clients on the technical side. For wealth managers, this means one point of contact and agentic automation that works within the systems they already know.
Regulated firms need more than capable AI. They need to show who did what, on which data, and who approved it. The Infront Workspace is built around three principles.
The portfolio management system stays the system of record. The workspace works on AMX and Infront PM data within access rights and governance rules that Infront defines. It does not replace the core system and does not execute transactions.
People decide. Every output is reviewed and approved by the responsible person at the firm. The agents prepare, structure and document. The judgment stays with the adviser.
Everything is traceable. Each step is recorded in a complete audit trail. A firm can show at any time what was prepared, by which agent, and who approved it.
The environment is hosted in Switzerland. Data is processed exclusively in Switzerland and the European Economic Area. Our information security management system is certified to ISO/IEC 27001:2022. Details are on our security page.
“At Infront, we are focused on bringing AI-powered automation directly into the workflows wealth managers use every day. Our clients do not need another standalone AI tool. They need intelligent automation embedded into the data, processes and controls they already trust. Through our partnership with Unplex, we are accelerating this vision and enabling a new generation of AI-driven capabilities deeply integrated with the Infront platform.”
Udo Kersting, Chief Product Officer at Infront
For Unplex, this partnership brings our platform to wealth managers far beyond what a young company could reach alone. It also sets a clear direction for our product work: every feature we build for the Infront Workspace has to hold up in daily use at regulated firms, across markets.
We are grateful to Enrique Sacau, Udo Kersting and the Infront team for their trust, and to the wealth managers who shaped the product with their feedback.
We start with a focused scope and expand together with Infront and its clients. Wealth managers using AMX or Infront PM can learn more about the Infront Workspace through their Infront contact. For all other firms, request a demo of Unplex.
Judgment defines your firm. Automate the rest.
