Redbird AI syncs FactSet financial data into Azure Synapse and automates portfolio analytics, earnings updates, and investment reporting workflows. Stop manually exporting company fundamentals, estimates, and ownership data—let AI handle the ingestion, transformation, and analytical pipelines across your stack.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull updated company financials, analyst estimates, and earnings data from FactSet into Azure Synapse dedicated SQL pools. Redbird maps FactSet identifiers to your internal security master and appends new data to warehouse tables with proper versioning and audit trails.
When portfolio positions are updated in Synapse, automatically fetch corresponding FactSet ownership data, valuation metrics, and corporate actions. Redbird joins FactSet datasets to your internal holdings tables and flags positions with significant fundamental changes or analyst downgrades.
Combine FactSet earnings actuals with your proprietary forecast models in Synapse to generate variance analysis and beat/miss reports. Redbird refreshes Power BI datasets whenever FactSet publishes new earnings, ensuring analysts always see the latest performance against internal expectations.
Monitor FactSet consensus estimate changes for securities in your Synapse coverage universe. Redbird triggers notifications when analyst revisions cross thresholds or when estimate dispersion widens, routing alerts with full context from both FactSet and your internal analytical tables.
Capture daily snapshots of FactSet estimates, price targets, and recommendations in Azure Data Lake Gen2 through Synapse. Redbird maintains a complete historical record of analyst views, enabling time-series analysis and backtesting of investment strategies against point-in-time consensus.
After running custom risk models in Synapse Spark pools, send computed exposures, factor loadings, and attribution results to FactSet for integration with their portfolio analytics suite. Redbird handles identifier mapping and formats data to FactSet's API specifications for seamless cross-platform analysis.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Azure Synapse and FactSet 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's AI understands Azure Synapse table schemas, Spark pool structures, and FactSet's data model—mapping between FactSet identifiers, entity structures, and your Synapse analytical tables automatically.
Redbird automatically maps FactSet entity identifiers (FactSet IDs, tickers, SEDOLs) to your Synapse security master without manual join logic. The platform understands FactSet's normalized data model for estimates, ownership, and fundamentals, intelligently denormalizing into Synapse fact and dimension tables. When FactSet schema updates occur or new data feeds are added, Redbird detects structural changes and adjusts pipeline transformations automatically, keeping your Synapse analytical models in sync.
faster than building custom FactSet API connectors and Synapse pipeline orchestration
Redbird can pull from Azure Synapse and FactSet 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 FactSet.
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 FactSet, or from FactSet 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 Azure Synapse or FactSet—new estimate revisions, completed Spark jobs, data refreshes, or analytical queries.
Trigger when a scheduled analytical query finishes running in Synapse dedicated SQL pools.
Start workflows when Synapse Spark jobs complete, whether successful or with errors.
Detect when files are written to specific Azure Data Lake Gen2 paths monitored by Synapse.
Run specific Synapse stored procedures with dynamic parameters from workflow context.
Initiate orchestrated Synapse pipeline executions with custom runtime parameters and dependencies.
Insert or merge workflow data into Synapse SQL tables with automatic schema validation.
Trigger when FactSet consensus estimates change by a specified percentage or absolute amount.
Start workflows immediately when FactSet publishes actual earnings results for tracked companies.
Detect when FactSet refreshes institutional ownership or insider transaction data for monitored positions.
Retrieve specific FactSet fundamental data points for companies using identifiers or screening criteria.
Extract current and historical consensus estimates, detail estimates, and analyst price targets from FactSet.
Access institutional ownership positions, holder changes, and insider transaction history from FactSet.
Redbird AI connects Azure Synapse and FactSet in minutes, not weeks. Automate financial data pipelines, portfolio analytics, and reporting workflows without custom API code or complex Synapse orchestration.