Automate the flow of market data, analytics, and portfolio information between your investment management system and financial data platform. Stop manually exporting positions for analysis, copying estimates into compliance checks, or reconciling security master data across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull current analyst estimates, company fundamentals, and risk metrics from FactSet when new orders enter Charles River. Enrich compliance rules with real-time earnings data, credit ratings, and sector classifications to power sophisticated pre-trade checks without manual lookups.
Push daily portfolio positions, transactions, and cash flows from Charles River to FactSet automatically after market close. Enable portfolio managers to run attribution analysis, factor exposure reports, and performance analytics in FactSet using live positions without file exports or reconciliation delays.
Monitor FactSet for corporate actions, ticker changes, and security master updates, then automatically synchronize changes to Charles River. Keep your IMS security reference data current with mergers, splits, delistings, and identifier changes without manual data team intervention.
Track earnings estimate changes, rating downgrades, and target price adjustments in FactSet for securities held in Charles River portfolios. Trigger alerts to portfolio managers and analysts when material changes occur to positions, with full context on exposure and potential impact.
Automatically extract current portfolio holdings from Charles River and merge with FactSet factor risk models, sector exposures, and style analytics. Produce consolidated risk dashboards and compliance reports that combine trade execution data with market risk metrics without SQL joins or spreadsheet pivots.
Before trade execution in Charles River, query FactSet for institutional ownership concentration, average daily volume, and liquidity metrics. Automatically flag orders that would breach ownership limits or liquidity thresholds based on current market data, preventing compliance violations at order entry.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River 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 understands Charles River's order management schemas and FactSet's financial data structures, so you can connect portfolio workflows to market analytics without custom integration code.
Redbird's AI natively understands Charles River's portfolio holdings structures, order management tables, compliance rule formats, and security identifiers. It maps these seamlessly to FactSet's company fundamentals schemas, estimates databases, ownership files, and analytics feeds. No need to manually match SEDOL to CUSIP, reconcile position formats, or write transformation logic between OMS tables and market data feeds. Redbird handles identifier mapping, date alignment, and data structure translation automatically.
faster than building ETL pipelines between your IMS and market data platform
Redbird can pull from Charles River 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 Charles River 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 Charles River into FactSet, or from FactSet back into Charles River. 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 order, compliance event, or position change in Charles River, or any estimate revision, rating change, or data update in FactSet.
Triggers when a new buy or sell order is entered into Charles River for any portfolio or account.
Triggers when a pre-trade or post-trade compliance check fails for an order or position.
Triggers when a portfolio rebalancing workflow completes and new target weights are established.
Add a new security to Charles River security master or update existing reference data fields.
Modify compliance rule thresholds, restricted lists, or screening criteria based on external data.
Create allocation instructions or update order routing logic based on liquidity or market conditions.
Triggers when an analyst updates earnings estimates, revenue forecasts, or target prices for a covered company.
Triggers when a sell-side analyst changes their rating or recommendation on a security.
Triggers when FactSet records a merger, acquisition, split, dividend, or other corporate action event.
Retrieve income statement, balance sheet, or cash flow data for a specific company and period.
Pull institutional ownership, insider holdings, or short interest data for securities.
Execute factor attribution, risk decomposition, or performance analysis for a set of holdings.
Stop building custom integrations between your IMS and market data platform. Connect Charles River and FactSet with Redbird AI and automate the portfolio data workflows your investment team depends on.