With this partnership, Infront brings agentic automation into its portfolio management systems for wealth managers across Europe.

Zurich, 14 October 2026 – Infront, a leading European financial data and technology provider, has entered into a strategic partnership with Unplex, a Swiss provider of agentic automation for regulated industries. Under the agreement, Infront will offer the Infront AI Workspace, powered by Unplex, as an add-on to its portfolio management systems, Assetmax and Infront Portfolio Manager. The first users are already working with the solution, with more being onboarded.

The partnership combines Infront’s data and system integrations with Unplex’s technology for agentic automation in regulated environments. With the solution, wealth managers can automate tasks such as preparing for meetings, processing bank statements and drafting client reports.

“The wealth management industry is built on trust and relationships, which is where wealth managers’ time and expertise add the most value,” said Enrique Sacau, Infront CEO. “With AI agents working in the portfolio systems they rely on, firms can make their data work harder with much less manual effort, while maintaining full control. That is why we are building AI into solutions across all our business lines.”

“Wealth managers face rising operational and documentation requirements,” said Dominic Rogger, CEO and Co-Founder of Unplex. “Agentic automation can carry a large share of this work, provided it operates within clear rules. In the Infront AI Workspace, every result is reviewed and approved by the responsible person, and every step is documented.”

A Governed Approach to AI in Wealth Management

The Infront AI Workspace connects directly to Assetmax and Infront Portfolio Manager through dedicated API and MCP integrations. AI agents execute defined workflows on the data held in these systems, from client records and mandates to positions, transactions and performance.

The portfolio management system remains the system of record, and the Infront AI Workspace does not execute transactions. All outputs are subject to review and approval by the firm’s staff and are recorded in a complete audit trail. The environment is hosted in Switzerland, data is processed exclusively in Switzerland and the European Economic Area, and Unplex is certified to ISO/IEC 27001:2022.

For Infront’s clients, the partnership delivers agentic AI designed for the governance requirements of regulated firms, with no separate system to integrate. For Unplex, the partnership puts its technology into daily use at leading asset and wealth managers across Europe.

About Infront

Infront is Europe’s leading provider of data and technology for the investment industry. Infront helps banks, asset managers and insurers make smarter, data-driven decisions faster, and serve every investor with confidence.

Its data intelligence, portfolio management and advisory, and trading and investor solutions support critical workflows across the investment lifecycle for more than 3,500 businesses and 70,000 financial professionals across Europe.

About Unplex AG

Unplex AG is a Zurich-based software company that develops agentic automation for regulated industries, including wealth management and law. Its platform executes data, documentation and compliance workflows in auditable processes, with every result approved by a responsible person. Unplex is certified to ISO/IEC 27001:2022. www.unplex.ai