The agentic operating system for regulated firms
From the relationship manager to compliance and legal, Unplex prepares the work each team signs off on.
Meeting briefs, KYC reviews and quarterly letters, prepared by agents from your PMS and CRM.
Positions across custodians, meeting briefs and family reports, prepared from your systems.
Client briefs, periodic KYC reviews and portfolio letters across every book.
Contract review in Word, due diligence in one table and research with verified sources.
The brief before, the protocol, KYC updates and follow-ups after, from the Mobile App.
Drift and idle cash across mandates, rebalancing proposals and quarterly letters.
KYC files filled from the documents and approvals by role with a full audit trail.
Contract review against your playbook, tabular review and research with sources.
Four releases that bring the agents closer to where your team already works: in the mailbox, after the meeting, on the laptop and across the approval chain.
Search your mailbox in plain language, draft the reply and file the correspondence to the client, without leaving Outlook.
Record or dictate after a client meeting. Unplex prepares the protocol, KYC updates and follow-up tasks for your approval.
Anonymize documents on your laptop before using ChatGPT or Claude. The original values return with the answer.
Onboarding and KYC reviews run by agents step by step, each approval by role, with a full audit trail.
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Wealth managers and lawyers are trusted for their judgment. Yet much of their week goes into preparing files, copying figures and chasing documents. We build Unplex so that agents take over that work inside the firm's own systems and under its own rules, and every result is released by a person.
Built in Zurich, for firms whose clients expect discretion.
