Question 1

Where does the data come from?

Accepted Answer

From your PMS, market data and the client documents you already hold. Every figure keeps its source, so you can check it.

Question 2

Does Unplex make investment decisions?

Accepted Answer

No. It shows what needs attention and prepares proposals. You decide, and nothing goes to a client or a counterparty without your approval.

Question 3

Can it check portfolios against the mandate?

Accepted Answer

Yes. Widgets compare positions with the bands you set for each mandate and flag drift as it appears.

Question 4

Do letters follow our own templates?

Accepted Answer

Yes. Letters and reports use your structure, wording and layout, for every client in the book.

Question 5

Where is the data hosted?

Accepted Answer

In Switzerland, on ISO 27001 certified infrastructure. On request, Unplex runs entirely inside your own IT environment.

Question 6

How do we get started?

Accepted Answer

We start with one view, such as mandate drift, connect the PMS and add quarterly letters from there.

The whole book in view. The decisions stay yours.

See drift and idle cash across every mandate