Automatically sync trading and portfolio data from Charles River into Heap for behavioral analysis. Stop manually exporting order flows to understand how portfolio managers interact with your IMS, and start analyzing client portal engagement alongside investment operations in real time.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Capture how PMs navigate Charles River order entry, compliance screens, and execution tools in Heap. Identify friction points in trade blotters, OMS workflows, and pre-trade checks. Use behavioral data to optimize internal tooling and reduce operational risk from workarounds.
Sync portfolio analytics, holdings data, and performance metrics from Charles River to Heap. Correlate which reports clients view with their portfolio characteristics and trade activity. Identify which investors engage with risk analytics before redemptions or capital calls.
Monitor Heap for anomalous click patterns during large order entry or compliance override events. Trigger notifications to compliance teams when PMs exhibit unusual navigation behavior during volatile market periods. Capture session replay context for audit trails and risk review.
Push order placement, modification, and fill events from Charles River into Heap as custom behavioral events. Measure time-to-execution across different order types and desk workflows. Identify bottlenecks in fixed income vs equity execution paths based on actual user interaction data.
When Charles River flags pre-trade or post-trade compliance violations, pull corresponding Heap session data showing what the PM clicked before the breach. Build retroactive analysis of navigation paths leading to guideline violations. Create behavioral segments of high-risk interaction patterns for training.
Merge Charles River order counts, notional values, and asset class distribution with Heap engagement metrics. Generate reports showing which portfolio teams use advanced features vs basic order entry. Identify underutilized modules like portfolio analytics or compliance tools based on click-through rates.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Heap 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 Charles River's investment data structures and Heap's event schemas, so you can analyze trading workflows and user behavior without building custom pipelines.
Redbird maps Charles River orders, positions, compliance rules, and portfolio hierarchies directly to Heap's behavioral event model. It recognizes IBOR structures, security master data, and trade lifecycle states, then translates them into custom Heap events and user properties. No need to flatten complex nested Charles River datasets or write transformation logic—Redbird handles instrument identifiers, account hierarchies, and benchmark relationships automatically when syncing to Heap's interaction stream.
faster than exporting Charles River data to CSV and uploading custom events to Heap
Redbird can pull from Charles River and Heap 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 Heap.
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 Heap, or from Heap 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 event in Charles River or user interaction in Heap, and take action across both systems.
Fires when a portfolio manager enters a new buy or sell order in the OMS.
Triggers when an order fails pre-trade or post-trade compliance checks.
Fires when an order is filled, partially or completely, with execution details.
Log external events like Heap interactions as custom data points in Charles River portfolios.
Append behavioral context or session IDs to order records for audit trails.
Enrich client accounts in Charles River with Heap-derived engagement metrics or portal usage flags.
Fires when a PM navigates through the full order placement funnel in Charles River.
Triggers when a user opens pre-trade compliance or guideline monitoring dashboards.
Fires when an investor logs into a Charles River-powered client reporting portal.
Push Charles River trade, position, or compliance events into Heap as custom behavioral events.
Enrich Heap user profiles with portfolio attributes, assets under management, or strategy type from Charles River.
Build Heap user segments based on Charles River order volume, asset class focus, or compliance history.
See how Redbird AI connects Charles River and Heap to automate behavioral analysis of your investment workflows. Stop exporting trade data manually and start understanding how your teams actually use your OMS.