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For alternative asset managers — Hedge Funds · PE · Family Offices

Your seven data systems
disagree with each other.
Every. Single. Day.

PLEXI replaces your Bloomberg, prime broker, custodian, fund admin, and reconciliation stack with one converged platform. Production in 60 days. Built by practitioners who ran data ops at JPMorgan and Bridgewater — for funds at $300M-$7B AUM.

See It In Action Explore the Platform
$ plexifact deploy --tier essentials

Architecture

Six layers,
one platform.

Sources flow up through canonical ontology, into governed storage, surfaced as analytics and outputs. Hover any layer to inspect the components — every box is a real product surface, not a slide.

See full platform overview
  1. Delivery
    Channels & Consumers
    Board-ready · 60d SLA
    • Dashboards
    • LP Reports
    • API / Webhooks
    • Apps
  2. Analytics
    BI · AI / ML
    Real-time queries
    • Metrics & KPIs
    • ML Models
    • Anomaly Detect
  3. Storage
    Warehouse · Lakehouse
    Lineage · audit trail
    • Data Warehouse
    • Data Lake
    • Iceberg / Delta
  4. Processing
    Transformation Layer
    ML-powered reconcile
    • Canonical Ontology
    • Reconciliation
    • Quality Rules
  5. Integration
    API Gateway · Streams
    Schema-aware ingest
    • ETL
    • Stream Processing
    • Schema Registry
  6. Data Sources
    External Systems
    24+ connectors
    • Cloud
    • APIs
    • Databases
    • Files

24+

Data Connectors

60-Day

Deployment

90%

Lower TCO

3-6x

ROI

Platform

One Platform. Zero Compromises.

Replace fragmented point solutions with a converged data management platform purpose-built for alternative assets.

Data Integration

24+ purpose-built connectors for Bloomberg, Refinitiv, prime brokers, custodians, and fund admin systems.

Data Quality

Automated validation, reconciliation, and governance. Catch errors before they reach your models.

Analytics & Reporting

Real-time dashboards, custom reports, and investor-ready analytics from a single source of truth.

Workflow Automation

Automate reconciliation, reporting, and compliance workflows. Reduce manual effort by 80%.

AI/ML Pipeline

Built-in ML for anomaly detection, predictive analytics, and natural language queries.

Security & Compliance

TLS 1.3 in transit. RBAC with MFA. Audit logging. Security documentation under NDA — SOC 2 Type II audit in progress, target report H2 2026.

Consolidation

One Platform, Seven Solutions

Stop managing seven vendors. Start managing your data.

01

ETL / Integration

Fivetran, Informatica

02

Data Warehouse

Snowflake, Redshift

03

BI & Analytics

Tableau, Power BI

04

Data Governance

Collibra, Alation

05

Reconciliation

Excel macros, custom builds

06

Reporting

Crystal Reports, templates

07

Compliance

Manual workflows, audit prep

Converges into

P

One PLEXI Platform

All seven capabilities, converged.

ETL / IntegrationData WarehouseBI & AnalyticsData GovernanceReconciliationReportingCompliance

Compare

See How PLEXI Compares

Honest, side-by-side comparisons. We will tell you when another solution is the better fit.

PLEXI vs Snowflake

General-purpose data platform vs. purpose-built alternative asset EDM. 60-day deployment vs. 18 months of implementation.

No SI engagement required 60 days vs 12-18 months

PLEXI vs Spreadsheets

42% of family offices still run on Excel. See the risks you are living with and the straightforward path forward.

60-day migration Zero data loss

Built for funds across these strategies

Named client logos shipping with founding-client authorizations

Multi-Strategy
Private Equity
Family Office
Credit
Quantitative
Real Estate
Multi-Strategy
Private Equity
Family Office
Credit
Quantitative
Real Estate
60-Day Data Freedom Guarantee

60 Days to Data Freedom

See how PLEXI replaces your fragmented data stack with one converged platform. If we do not deliver, you walk away at no cost.

Schedule a Fit Check View Pricing