Data Management ROI
What does PlexiFact save your fund-data team?
Reconciliation hours, labor cost avoided, payback period — modeled on your AUM and system count.
Your profile
Drives complexity and reconciliation burden.
$100M $10,000M
Independent systems that have to be reconciled.
1 8
Time spent matching positions, transactions, NAVs.
20 hrs 600 hrs
Mid-senior data ops salary, fully loaded.
$50 $250
Ops hours saved / year
—
Assumes ~80% automation of recon and assembly work.
Labor cost avoided / year
—
Hours saved × loaded ops cost.
Payback period
—
Months to recover the platform fee from labor savings alone.
Assumptions used in this model
- · 80% automation rate on manual reconciliation work — based on PLEXIFACT internal benchmarks across fund-data engagements.
- · Annual platform fee scales with AUM tier ($25/M of AUM) and system count ($6K per fund-admin system), with a $60K base — first-pass sizing only.
- · Payback period is capped at 36 months for legibility. Real engagements typically pay back inside 12 months at the listed AUM tiers.
- · Loaded ops cost is the user input — defaults to mid-senior data ops salary with fringe + tooling.
These are PLEXI-internal benchmarks for first-pass sizing, not customer-validated numbers. Calibrate on a fit-check call.
Want this analysis as a PDF?
We'll send a signed, dated summary you can share internally.
Email me the PDF