Sync product analytics with investment management workflows automatically. Stop manually exporting user behavior data, reconciling engagement metrics with client reporting, or building custom pipelines between your product analytics and trading systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Track how portfolio managers and clients interact with your investment platform in Amplitude, then automatically sync engagement data to Charles River for client relationship scoring. Surface product adoption patterns alongside portfolio holdings to inform client service strategies.
Pull order management and trade execution data from Charles River and enrich it with Amplitude behavioral cohorts. Understand which portfolio managers use specific platform features most actively and correlate trading patterns with product engagement.
Monitor user session frequency and feature interaction rates in Amplitude for trading desk users. Trigger alerts when engagement patterns suggest workflow friction or underutilized Charles River modules that need product attention.
Combine Amplitude dashboard usage metrics with Charles River portfolio analytics to create comprehensive client engagement reports. Automatically correlate platform adoption with AUM trends and trading activity for relationship reviews.
Send pre-trade and post-trade compliance check events from Charles River into Amplitude as custom events. Analyze compliance workflow efficiency, identify bottlenecks, and measure the impact of product changes on regulatory processes.
Export behavioral segments and experiment groups from Amplitude directly into Charles River client hierarchies. Target specific portfolio management workflows or reporting formats based on validated product preferences and usage patterns.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Amplitude and Charles River with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both Amplitude's event taxonomy and behavioral schemas and Charles River's order management, compliance, and portfolio data structures to create intelligent automation without custom development.
Redbird's AI maps Amplitude user properties, event attributes, and cohort definitions to Charles River's client hierarchies, portfolio structures, and workflow metadata. It understands how to reconcile user identifiers across systems, transform engagement metrics into business context relevant to asset management, and handle the complexity of matching behavioral segments with portfolio manager assignments and client relationships. No need to write transform logic or maintain field mapping documentation.
faster than building custom ETL between product analytics and investment management systems
Redbird can pull from Amplitude and Charles River simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Amplitude or Charles River.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Amplitude into Charles River, or from Charles River back into Amplitude. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any user behavior event in Amplitude or any trading, compliance, or portfolio event in Charles River.
When a portfolio manager or client enters a specific retention, engagement, or feature adoption cohort.
When a product experiment achieves statistical significance for a key metric or conversion goal.
When usage of a specific dashboard, workflow, or module crosses a defined threshold or trend.
Send structured events from Charles River workflows into Amplitude's event stream for analysis.
Enrich Amplitude user profiles with portfolio assignment, AUM tier, or trading activity data.
Programmatically add users to Amplitude behavioral cohorts based on Charles River data conditions.
When a new order is created, modified, or executed through Charles River's OMS.
When pre-trade or post-trade compliance validation runs for a specific portfolio or security.
When performance metrics, risk calculations, or attribution analysis refreshes for client portfolios.
Enrich Charles River client records with product engagement scores or feature usage classifications.
Apply behavioral segment labels to orders, portfolios, or client accounts for operational context.
Generate ad-hoc compliance or portfolio reports enriched with product usage and engagement data.
See how Redbird connects Amplitude product analytics with Charles River investment workflows to eliminate manual data reconciliation and unlock behavioral insights across your fintech platform.