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Integration Ecosystem

20+ Live, 40+
On Roadmap

Not generic ETL adapters. Each connector is built with domain expertise for the specific data formats, schemas, and quirks of financial data providers - and lands in our canonical schema, not yours.

  • Field-level mapping to canonical schema - built once, reused everywhere
  • Schema drift handled in connector - your downstream models don't break
  • New connector requests live within 24h - domain SDK ships with platform
Market Data
  • Bloomberg
  • Refinitiv
  • FactSet
  • ICE
Custodians
  • BNY Mellon
  • State Street
  • Northern Trust
Prime Brokers
  • Goldman
  • Morgan Stanley
  • JPM
  • Credit Suisse
Fund Admin
  • Citco
  • SS&C GlobeOp
  • NAV
  • Apex
PMS · OMS
  • Geneva
  • Advent
  • Enfusion
  • Eze
Cloud · APIs
  • S3
  • BigQuery
  • Excel
  • REST
CRM
  • Salesforce
  • Close
PlexiFact Canonical Schema positions · cashflows · trades · NAV · holdings

20+

Live Connectors

40+

On Roadmap

<24h

New Connection Setup

99.9%

Target Uptime

20+ live connectors - 40+ on roadmap, new integrations added monthly

Market Data

Real-time and historical pricing, reference data, and analytics

BL
Live

Bloomberg

Market Data

RF
Engagement-ready

Refinitiv

Market Data

FS
Engagement-ready

FactSet

Market Data

IC
Engagement-ready

ICE

Market Data

Prime Brokers

Trade execution, clearing, custody, and margin data

GS
Live

Goldman Sachs

Prime Brokers

MS
Engagement-ready

Morgan Stanley

Prime Brokers

JP
Engagement-ready

JP Morgan

Prime Brokers

CS
Engagement-ready

Credit Suisse

Prime Brokers

Custodians

Asset safekeeping, settlement, and position reporting

BN
Live

BNY Mellon

Custodians

SS
Engagement-ready

State Street

Custodians

NT
Engagement-ready

Northern Trust

Custodians

Fund Admin

NAV calculation, investor accounting, and regulatory reporting

CI
Engagement-ready

Citco

Fund Admin

SC
Live

SS&C

Fund Admin

AX
Engagement-ready

Apex

Fund Admin

Accounting

General ledger, accounts payable, and financial reporting

QB
Engagement-ready

QuickBooks

Accounting

XE
Engagement-ready

Xero

Accounting

NS
Engagement-ready

NetSuite

Accounting

Cloud

Data warehouses, object storage, and cloud-native platforms

SF
Live

Snowflake

Cloud

BQ
Engagement-ready

BigQuery

Cloud

S3
Live

Amazon S3

Cloud

AZ
Engagement-ready

Azure Blob

Cloud

CRM

Investor relations, pipeline management, and communication

SF
Live

Salesforce

CRM

CL
Engagement-ready

Close

CRM

Custom Integrations

Need a Custom Connector?

Proprietary data sources, internal systems, or niche providers - our embedded engineering team builds custom connectors as part of every deployment. Average build time: 2-3 weeks.