Unplex: Legal AI software
The AI workspace for Swiss wealth managers
Unplex is an agentic AI workspace for Swiss wealth managers and regulated financial firms. It generates client briefs, portfolio letters, and KYC reviews from portfolio management system data, with every output traceable to its source for audit compliance.
Product
Unplex
Headquarters
Switzerland
Last updated
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What Unplex does
The platform automates daily morning briefs, client meeting prep reports, quarterly portfolio letters, KYC and suitability reviews, client onboarding, and MIS dashboards. It integrates with Google Drive, SharePoint, Word, Assetmax, Dropbox, Perplexity, and Postmail without migration. Built for regulated industries, it offers complete audit trails and can be deployed within a firm's own IT infrastructure, with ISO 27001, GDPR, Swiss DSG, BGFA/BRAO, and FINMA compliance.
What it does
Unplex core capabilities
Daily morning brief
Market moves, portfolio changes and client news aggregated daily.
Client meeting preparation reports
Live positions, performance and talking points in one dossier.
Quarterly portfolio letters
Personalised prose and charts from live portfolio data.
KYC and suitability review
Data extracted and matched against client profile with inconsistency flags.
Client onboarding
Documents classified, data extracted, mandate set up in PMS.
MIS dashboard
AUM growth, performers and revenue breakdown refreshed daily.
Technical specifications
- Integrations: Google Drive, SharePoint, Word, Assetmax, Dropbox, Perplexity, Postmail
- ISO 27001 certified
- GDPR & Swiss DSG compliant
- BGFA & BRAO compliant
- FINMA compliant
- Hosted on EEA servers
- Deployable within own IT infrastructure
- Complete audit trail with source traceability
Who it is for
Who Unplex is built for
Target audience
- In-House Legal Teams
- Chambers & Individual Lawyers
Case studies
No case studies yet
Unplex doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
Unplex security at a glance
Security certifications
Named enterprise customers
Pricing details
Unplex pricing
Starting price
Pricing model
Free version
Product videos & screenshots
See Unplex in action
Product interface
Unplex Interface
Comparisons
Popular Unplex comparisons
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Transparency
Unplex sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about Unplex
Yes. Unplex is BGFA and BRAO compliant, protecting professional secrecy under Swiss and German bar regulations. It also supports FINMA-regulated asset managers with data residency, audit trail, and client file documentation standards, and is hosted on EEA servers.
Yes. Unplex can be deployed entirely within your own IT infrastructure on request. It requires no migration or disruption, and your data stays where it belongs while integrating with existing systems like Google Drive, SharePoint, Word, Assetmax, Dropbox, Perplexity, and Postmail.
Unplex generates daily morning briefs, client meeting preparation reports, quarterly portfolio letters, and KYC and suitability reviews. It extracts data from documents, matches it against client profiles, flags inconsistencies, and produces personalised prose and charts from live portfolio data across the whole book at once.
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