Sync portfolio actuals with financial forecasts automatically. Redbird AI connects your investment management system with enterprise planning—so finance and investment teams stop manually exporting trades, reconciling positions, and updating budget models with spreadsheets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull end-of-day portfolio positions, asset allocations, and P&L from Charles River into Anaplan financial models. Finance teams get real-time actuals against budget without manual exports. Scenario models reflect current portfolio composition for accurate forecasting.
When finance approves new capital allocation models or rebalancing targets in Anaplan, automatically update portfolio guidelines and investment constraints in Charles River. Portfolio managers work against current approved limits without waiting for manual updates.
Monitor trading activity in Charles River against planned volumes in Anaplan. Trigger alerts when actual execution costs, trade counts, or turnover deviate from budget assumptions. Finance can adjust forecasts or investigate variances immediately.
Automatically feed actual management fees, performance fees, and trading commissions from Charles River into Anaplan revenue models. Finance teams replace manual monthly reconciliations with real-time actuals that flow directly into P&L forecasts and variance analysis.
Build automated reports that compare Charles River portfolio returns, risk metrics, and attributions against Anaplan budget targets and forecasts. Investment and finance leadership get unified performance vs. plan analysis without cross-referencing systems.
When sales or finance teams adjust capacity planning models in Anaplan—changing client tier allocations or strategy assignments—automatically update corresponding account structures and portfolio groupings in Charles River. Operations teams eliminate manual synchronization across planning and execution systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan 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 AI understands how Anaplan's driver-based financial models map to Charles River's portfolio positions, trade data, and performance metrics—so your finance and investment teams work from a single source of truth.
Redbird's AI maps Anaplan's model dimensions, line items, and version hierarchies to Charles River's portfolio codes, account structures, and performance attribution fields. It understands how to reconcile planned capital allocations with actual positions, map fee revenue actuals to forecast drivers, and sync portfolio-level budgets with trade execution data. No brittle field mappings—Redbird learns your specific model structures, account hierarchies, and planning calendars across both systems.
faster than exporting Charles River data to CSV and manually updating Anaplan models
Redbird can pull from Anaplan 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 Anaplan 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 Anaplan into Charles River, or from Charles River back into Anaplan. 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 event in Anaplan or Charles River—version approvals, trade executions, model updates, or compliance checks.
Trigger when a new budget version or forecast scenario is published in Anaplan.
Trigger when actuals are loaded into Anaplan from connected ERP or source systems.
Trigger when actual vs. plan variance exceeds defined thresholds in any model dimension.
Write actual values or adjustments to specific line items across Anaplan model versions.
Generate new scenario versions in Anaplan based on external data or triggers.
Pull current dimension lists, hierarchies, or attribute values from Anaplan models.
Trigger when a trade order is executed and settled in Charles River.
Trigger when portfolio positions change beyond defined allocation thresholds.
Trigger when pre-trade or post-trade compliance checks flag violations or breaches.
Modify investment constraints, allocation limits, or compliance rules for managed portfolios.
Add new client accounts, portfolio groupings, or composite hierarchies in Charles River.
Extract portfolio returns, risk analytics, and attribution data for reporting or analysis.
See how Redbird AI connects Anaplan and Charles River in minutes. Stop manually reconciling portfolio actuals with financial forecasts—automate the sync and let your teams focus on analysis, not data entry.