Redbird AI syncs market data, pricing feeds, and financial instrument analytics directly into your Anaplan planning models. Stop manually exporting CSVs from Refinitiv, reformatting data tables, and uploading files into planning modules every morning.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull real-time foreign exchange rates from Refinitiv and update currency conversion assumptions in Anaplan planning models automatically. Ensure treasury and FP&A teams work with current market rates across all forecast scenarios without manual data entry.
Feed commodity pricing, equity indices, and interest rate benchmarks from Refinitiv directly into Anaplan driver-based models. Finance teams get live market assumptions feeding budget and scenario models without spreadsheet intermediaries.
Push planned asset allocations and portfolio positions from Anaplan into Refinitiv analytics modules. Run quantitative risk models and stress tests against planned portfolio structures before execution, catching exposure issues during planning cycles.
Monitor Refinitiv market data feeds and automatically flag when pricing movements or economic events invalidate Anaplan planning assumptions. Finance teams get immediate notifications when commodity shocks, rate changes, or index volatility require forecast revisions.
Pull financial statement data, competitor metrics, and industry benchmarks from Refinitiv into Anaplan for variance analysis and competitive positioning. Strategic finance teams compare plan performance against market comparables without manual research.
Automatically calculate and distribute variance analyses showing planned vs. actual commodity costs, FX rates, and market-linked revenue drivers. Consolidate Anaplan plan data with Refinitiv market actuals into executive reporting packages without spreadsheet reconciliation.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Refinitiv 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 Anaplan's multidimensional planning structures and Refinitiv's financial data schemas, so you can connect live market intelligence to planning models without custom integration code.
Redbird reads your Anaplan model structure—versions, time periods, accounts, entities, and custom dimensions—and matches it against Refinitiv's financial instrument taxonomies, pricing fields, and time series formats. The platform understands how to map RIC codes to planning line items, normalize time periods between daily market feeds and monthly planning calendars, and handle currency conversions across both systems. No manual field mapping spreadsheets or transformation scripts required.
faster than building custom Refinitiv API scripts and Anaplan import actions
Redbird can pull from Anaplan and Refinitiv 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 Refinitiv.
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 Refinitiv, or from Refinitiv 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 planning model changes in Anaplan or market data updates in Refinitiv—Redbird responds to events across both platforms.
Fires when a new planning version or forecast scenario is published in Anaplan.
Triggers when specific driver or assumption values change in planning modules.
Fires when actual financial data is loaded into Anaplan from connected source systems.
Write values to specific accounts, entities, or dimensions in Anaplan models.
Generate a new planning version or scenario with specified metadata and time ranges.
Execute Anaplan calculation processes to update dependent formulas and aggregations.
Fires when pricing data for tracked financial instruments updates in Refinitiv feeds.
Triggers when Refinitiv publishes relevant news, earnings, or market event alerts.
Fires when daily closing prices and reference data are finalized across markets.
Retrieve historical pricing, fundamentals, or market data for specified instruments and date ranges.
Fetch company profiles, security classifications, and metadata using RIC codes or identifiers.
Execute quantitative risk models or scenario analysis against specified portfolio positions.
Sync Anaplan with Refinitiv and eliminate manual market data uploads. Redbird AI connects your planning platform to live financial intelligence in minutes, not months.