Automate portfolio analytics, compliance reporting, and trade data flows between your enterprise data warehouse and investment management system. Stop manually exporting Charles River data for analysis or building custom ETL pipelines to sync trading data with your warehouse.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically stream order, execution, and position data from Charles River into Azure Synapse as trades occur. Power real-time dashboards and analytics on live trading activity without batch exports or lag. Enable portfolio managers and risk teams to query current positions alongside historical warehouse data.
Pull pre-trade and post-trade compliance data from Charles River, enrich with reference data and historical context from Azure Synapse, and generate automated compliance reports. Combine trading activity with enterprise datasets for comprehensive regulatory reporting. Eliminate manual data reconciliation between systems.
Run complex performance attribution and risk calculations in Azure Synapse using Spark and SQL analytics, then push results back to Charles River for portfolio manager access. Enable advanced analytics that leverage enterprise-wide data while keeping results accessible in the IMS. Automate monthly and quarterly performance reporting cycles.
Automatically archive aging trade, order, and position data from Charles River to Azure Synapse data lake storage. Maintain full audit trails and historical records without impacting IMS performance. Enable historical analysis and backtesting on years of trading data using Synapse's analytical capabilities.
Run machine learning models in Azure Synapse on Charles River trading data to detect unusual patterns, concentration risks, or compliance violations. Automatically alert compliance and risk teams when thresholds are breached. Combine real-time Charles River data with historical baselines and market data in Synapse for intelligent monitoring.
Pull final positions and NAV data from Charles River, reconcile against warehouse records in Azure Synapse, and flag discrepancies automatically. Generate reconciliation reports for middle office teams without manual spreadsheet work. Ensure reporting systems stay synchronized with IMS data daily.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Azure Synapse 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 Charles River's investment data structures and Azure Synapse's analytical schemas, so you can automate complex workflows without building custom integrations.
Redbird automatically maps Charles River entities—portfolios, orders, executions, positions, compliance rules—to Azure Synapse table structures and data lake formats. The AI understands trading data hierarchies, time-series position data, and how to optimize data flows for analytical workloads. When Charles River's data model changes or you restructure your Synapse warehouse, Redbird adapts without manual schema mapping or pipeline rewrites.
faster than building custom ETL pipelines between Charles River and Azure Synapse
Redbird can pull from Azure Synapse 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 Azure Synapse 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 Azure Synapse into Charles River, or from Charles River back into Azure Synapse. 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 Charles River or Azure Synapse—trade execution, compliance breach, pipeline completion, or analytical threshold.
Trigger workflows when ETL pipelines, data integration jobs, or scheduled analytical processes finish running.
Detect when new files or datasets arrive in Azure Data Lake storage managed by Synapse.
Monitor SQL or Spark query results and trigger when metrics exceed defined risk, compliance, or performance thresholds.
Insert or update Charles River trading data into Synapse SQL tables optimized for analytical queries.
Write structured trading data to Parquet or Delta format in the data lake for long-term storage and analytics.
Trigger analytical notebooks to process newly arrived Charles River data using Spark distributed processing.
Trigger when orders are filled and executions are recorded in the IMS.
Respond when pre-trade or post-trade compliance checks identify violations or warnings.
Detect when end-of-day or intraday position calculations complete and portfolio holdings change.
Push calculated analytics, performance metrics, or risk data from Synapse back into Charles River portfolio records.
Sync master data, security reference information, or benchmark data from Synapse into the IMS.
Query Charles River for historical orders, executions, and positions to load into Synapse for analysis.
Stop building custom pipelines between Charles River and Azure Synapse. Let Redbird AI automate your trading data flows, compliance reporting, and portfolio analytics so your teams can focus on investment decisions, not data plumbing.