Agentic Automation
Your PMS, connected. Your team, prepared.
Unplex automates the briefs, protocols, and reports your RMs build by hand, pulling directly from Assetmax, so they walk into every meeting ready.
FINMA compliant
GDPR & DSG compliant
ISO 27001 compliant
7.5
h
of RM time reclaimed per team, per day.
80
x
quarterly letters generated.
39
+
wealth management use cases automated.
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
Where your RMs' time goes today.
Admin is consuming your best people.
A senior RM spends half their day on briefs, protocols, and reports. 5 RMs × 3 meetings × 30 min prep = 7.5 hours of senior capacity burned daily. None of it billable.
Compliance is a constant fire drill.
Your PMS flags breaches. Somebody writes the narrative. Would every AML comment survive a FINMA audit tomorrow? Documentation gaps surface at exactly the wrong moment.
Your systems don't talk to each other.
Assetmax holds the data. Protocols live in a shared drive. The CIO view is a PDF in someone's inbox. Every task requires assembling the same information from four places — by hand.
The noise, handled. So you don't have to be.
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.
"We used to spend Monday mornings assembling the week's client briefs. Now they're ready Friday night."
Pilot Firm
Swiss Wealth Manager
Plugs into the systems 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?
Less noise. More judgement.