Built for Wealth Managers
KYC onboarding done. Before the first client meeting.
From document request to compliant client file. Automated, auditable, and built for FINMA-regulated wealth managers. Unplex is the agentic workspace that executes on your behalf,
FINMA compliant
GDPR & DSG compliant
ISO 27001 compliant
100
%
source-based outputs.
100
%
audit trail on every client file.
5
+
database connections.
Unplex for In-House Legal Teams
From manual to meaningful work.
Automate legal routine, reduce risk, and empower your team to deliver business value at speed.
Unplex for In-House Teams
2
X
faster contract turnaround in Word
95
%
of users say Unplex accelerates document review
30
%
higher productivity across in-house legal teams
The cost of doing KYC manually.
KYC onboarding takes weeks.
Chasing documents, manually checking IDs, verifying beneficial ownership structures, cross-referencing sanctions lists. For a lean IAM team, this isn't just slow. Every manual step is a liability.
You need defensible compliance records.
FINMA expects documented, traceable client files. Manual processes leave gaps — missing documents, no version history, no clear record of who reviewed what and when.
Generic AI tools lack accountability.
Client files and onboarding documents drafted with unverifiable AI outputs shift regulatory risk back to you — creating rework and exposure instead of real efficiency.
Verifiable outputs. Defensible files. Every time.
The full workspace. In under 3 minutes.
From KYC onboarding to live CRM queries — see how wealth managers use Unplex to execute complex work through a single conversational interface.
"With Unplex, every client file is structured, traceable, and compliant from day one. It changed how we approach onboarding entirely."
Managing Partner
Swiss Wealth Manager
Plugs into the tools your team already uses.
Connect your CRM, Portfolio Management System, and compliance databases. Unplex accesses them in real time — so your agents act on current data, not exports.
Google Drive
Sharepoint
Word
Unplex
FedLex
Dropbox
Perplexity
Postmail
Google Drive
Sharepoint
Word
Unplex
FedLex
Dropbox
Perplexity
Postmail
Is Unplex right for you?
Is Unplex compliant with enterprise standards?
How quickly can we see value?
Your first execution in under 60 seconds.