- 01 Data Sources External Systems
- 02 Integration API Gateway · Streams
- 03 Processing Transformation Layer
- 04 Storage Warehouse · Lakehouse
- 05 Analytics BI · AI / ML
- 06 Delivery Dashboards · API
The PLEXI Platform
One Platform
Replaces Seven
Stop stitching together ETL tools, warehouses, BI dashboards, and governance add-ons. PLEXI converges your entire data stack into one platform purpose-built for alternative assets.
- One vendor contract, one onboarding, one SLA
- 60-day production guarantee — not a 12-month migration
- Built for alt-asset schemas — not generic ETL with industry skin
The Problem
The Fragmented Data Stack
Most mid-market firms cobble together 7+ point solutions that do not talk to each other. The result: data silos, manual reconciliation, compliance gaps, and ops teams buried in spreadsheets.
ETL / Integration
Manual data pipelines
Data Warehouse
Siloed storage
BI & Analytics
Disconnected dashboards
Data Governance
Bolt-on policies
Reconciliation
Spreadsheet macros
Reporting
Manual templates
Compliance
Ad-hoc processes
Architecture
Built for Financial Data
A purpose-built architecture that handles the complexity of alternative asset data natively — from multi-entity structures to cross-currency reconciliation.
Sources
PLEXI Core
Deliver
How It Works
Three Steps to Data Clarity
From raw, fragmented financial data to trusted, actionable intelligence — in one seamless flow.
Ingest
Data Onboarding
Connect every data source in your ecosystem. 24+ purpose-built connectors pull from Bloomberg, prime brokers, custodians, fund admins, and cloud warehouses — normalized and validated on arrival.
- Real-time and batch ingestion modes
- Schema auto-detection and mapping
- Error quarantine with automated alerting
- Full data lineage tracking from source to destination
- Change data capture (CDC) for incremental loads
- Custom connector SDK for proprietary sources
Process
Transformation & Quality
Reconcile, validate, and govern your data automatically. PLEXI applies domain-specific rules to catch breaks, flag anomalies, and enforce data quality standards across every entity and fund.
- Automated multi-source reconciliation
- Cross-entity validation rules
- ML-powered anomaly detection
- Configurable data governance policies
- Complete audit trail for every operation
- Multi-currency normalization
Deliver
Analytics & Reporting
Surface clean, trusted data to every stakeholder. From real-time dashboards and LP reports to regulatory filings and downstream analytics, your entire firm operates from a single source of truth.
- Investor-ready LP/GP reporting
- Real-time dashboards with drill-down
- RESTful API and data feed exports
- Compliance reporting (SEC, AIFMD, CPO-PQR)
- Scheduled report distribution
- Self-service analytics for non-technical users
Ecosystem
Connects to Everything You Already Use
24+ purpose-built connectors for market data feeds, prime brokers, custodians, fund administrators, accounting systems, and cloud platforms. If your firm uses it, PLEXI connects to it.
See It In Action
30-minute walkthrough. No pitch deck. Just an honest look at how PLEXI handles your specific data stack.