Sync Charles River investment management data with Google Analytics (GA4) to automatically track client portal engagement, attribute portfolio views to marketing campaigns, and measure the impact of investment reporting on client behavior. Stop manually correlating trading activity with digital engagement metrics.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push Charles River client portal authentication events and portfolio access patterns to Google Analytics as custom events. Track which clients are actively engaging with their holdings, performance reports, and trade confirmations. Correlate portfolio activity with marketing touchpoints and communication campaigns.
Send Google Analytics events tracking research report downloads, investment commentary views, and webinar registrations back to Charles River as client engagement data. Attribute new trade orders and portfolio adjustments to specific marketing content. Identify which investment themes drive the most client action.
Automatically create Google Analytics conversion events when Charles River portfolios hit performance thresholds, rebalancing triggers, or compliance milestones. Track the client journey from initial portal signup through active portfolio management. Build attribution models showing which marketing channels drive high-value, active clients.
Monitor Google Analytics session frequency and engagement metrics for clients with active Charles River portfolios. Automatically flag relationship managers when clients with significant AUM stop logging into the portal or viewing performance reports. Trigger proactive outreach workflows before client churn.
Push Charles River portfolio metadata—asset allocation, risk profile, trading frequency, account type—into Google Analytics as user properties. Segment digital engagement analysis by portfolio characteristics. Understand how different investor profiles interact with research, reporting tools, and educational content.
Combine Google Analytics campaign attribution data with Charles River trade execution records to measure marketing effectiveness. Calculate cost-per-trade and engagement-to-execution ratios by channel, campaign, and content type. Identify which digital strategies drive the highest-quality client trading activity and portfolio growth.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Google Analytics (GA4) 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 both Charles River's investment management schemas and Google Analytics (GA4)'s event-driven measurement model, bridging front-office trading systems with digital analytics infrastructure.
Redbird's AI maps Charles River entities—portfolios, orders, compliance events, client accounts, positions—to Google Analytics (GA4) dimensions, events, and user properties without custom code. It understands how to transform trade execution timestamps into GA4 event parameters, portfolio IDs into user identifiers, and compliance status changes into conversion events. The platform automatically handles Charles River's relational data structures and GA4's nested event schema, ensuring investment activity data flows cleanly into behavioral analytics workflows.
faster than building custom ETL between Charles River and GA4 measurement protocols
Redbird can pull from Charles River and Google Analytics (GA4) 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 Google Analytics (GA4).
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 Google Analytics (GA4), or from Google Analytics (GA4) 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 event in Charles River or Google Analytics (GA4)—from trade execution to session starts, compliance checks to conversion tracking.
Fires when Charles River processes a buy or sell order for any portfolio.
Triggers when portfolio holdings are adjusted to meet target allocations or strategy mandates.
Fires when pre-trade or post-trade compliance checks identify rule breaches or warnings.
Writes digital interaction data back to Charles River client or account records.
Modifies custom fields or attributes on Charles River portfolios based on external data.
Marks Charles River accounts or portfolios for relationship manager follow-up based on analytics triggers.
Fires when a client or prospect begins a new session on the portal or website.
Triggers when a user completes a defined goal like form submission, document download, or account signup.
Fires when session duration, page depth, or event count exceeds configured levels.
Creates a GA4 event with custom parameters to track investment system activity.
Updates GA4 user-level attributes with portfolio characteristics or account metadata from Charles River.
Registers a conversion event in GA4 tied to investment milestones or trading activity.
Connect Charles River and Google Analytics (GA4) to turn investment management data and digital engagement metrics into a unified view of client behavior. Start automating in minutes, not months.