Better Together
PlexiFact
+ Snowflake
Snowflake is a powerful cloud warehouse. PlexiFact is the fund-data layer. Many of our customers run both - PlexiFact ships a bidirectional Snowflake connector, and we routinely deploy on top of, alongside, or behind a Snowflake estate. This page is about where each shines, not which one "wins."
- Domain-native NAV, lineage, multi-currency, recon - not custom-built every time
- Bidirectional Snowflake connector - read warehouse tables in, push curated outputs back
- ~60 days to a working fund-data layer, whether you run Snowflake or not
- Fivetran ETL · ingest
- Snowflake Warehouse
- dbt Transform
- Tableau BI
- Collibra Governance
- + SI partner · custom integration · multi-vendor SLAs
- 01 INGEST Domain connectors
- 02 RECONCILE ML quality + ontology
- 03 STORE Lakehouse · lineage
- 04 ANALYZE BI · AI / ML · API
- + embedded engineer · 1 SLA · 60-day guarantee
Where Each Shines
Side by Side
Different jobs, different strengths. Most of our customers use both.
Sweet Spots
Where Each Shines
Neither tool is "better" - they solve different problems. Here is how we think about scope.
Snowflake is the right answer when
Cloud warehouse + elastic compute
- Enterprises with broad analytics workloads beyond fund ops (sales, marketing, ML, telemetry)
- Teams with dedicated data engineering who can model fund schemas in-house
- Multi-cloud parallel compute at scale (TB-PB workloads with bursty patterns)
- Organizations already invested in a warehouse-centric data stack
PlexiFact is the right answer when
Fund-data layer + connectors
- Alternative asset managers needing a fund-data layer fast (LP reporting, multi-prime recon, portfolio aggregation)
- Teams without dedicated data engineering capacity to build the domain layer themselves
- Firms that want connectors, schema, and lineage shipped together rather than assembled
- Organizations running Snowflake who need a purpose-built fund-data layer on top
Integration
How PlexiFact + Snowflake Work Together
Three deployment patterns we see most often. None of them require you to abandon what you already have.
PlexiFact reads from Snowflake
Use Snowflake as a source: PlexiFact ingests warehouse tables, applies fund-data schema and lineage, and exposes them through governed connectors for downstream consumers.
PlexiFact writes to Snowflake
Run PlexiFact as the data-ops layer and land curated, reconciled outputs in Snowflake for enterprise BI, regulatory archives, or cross-team analytics.
Snowflake as the compute backend
For customers standardized on Snowflake, PlexiFact can delegate heavy SQL workloads to Snowflake warehouses while keeping fund-data orchestration and governance in PlexiFact.
Already running Snowflake?
Good - we will plug into it. Let us scope the fund-data layer that sits on top, and we will give you an honest read on which deployment pattern fits.