Redbird AI connects your investment management system to your analytics platform — so you can enrich portfolio data with investor behavior, track client engagement automatically, and stop manually bridging trading systems with digital analytics.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull user journey and content engagement data from Piano Analytics and append it to portfolio records in Charles River. Give relationship managers context on which investors are actively researching strategies, viewing performance reports, or engaging with fund materials before outreach or reviews.
When Charles River generates portfolio performance reports, log which clients access them in Piano Analytics and measure time spent, pages viewed, and return visits. Surface high-intent prospects who repeatedly view materials but haven't committed capital yet.
Push trade confirmations and execution notifications from Charles River to client portals tracked by Piano Analytics. Automatically measure which clients engage with trade alerts, identify drop-off points, and flag accounts with declining engagement for relationship teams.
Combine portfolio composition, AUM tiers, and investment mandates from Charles River with browsing behavior, content preferences, and conversion events from Piano Analytics. Create behavioral cohorts like 'high-net-worth ESG prospects' or 'institutional clients researching alternatives' for targeted communications.
Automatically compile reports that show portfolio returns, risk metrics, and holdings from Charles River alongside investor portal traffic, document downloads, and engagement trends from Piano Analytics. Deliver unified views of client financial performance and digital engagement to relationship managers every Monday morning.
Track new account setup progress in Charles River and correlate it with Piano Analytics data on document portal visits, form abandonment, and support page views. Flag accounts stuck in onboarding with low digital engagement for proactive outreach by client services teams.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Piano Analytics 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 portfolio, order, and compliance data structures alongside Piano Analytics' event schemas, user properties, and behavioral segments — so you can connect investment operations with investor engagement analytics.
Redbird's AI natively understands Charles River's portfolio hierarchies, account structures, order flow data, and compliance attributes. It also reads Piano Analytics' event taxonomies, user journey maps, conversion funnels, and custom property schemas. Instead of mapping fields manually, describe what you need — like 'enrich high-value accounts with content engagement scores' — and Redbird builds the integration, handles portfolio-to-user matching, and keeps behavioral data synchronized as trades execute and users navigate.
faster than building custom integrations between investment management and analytics systems
Redbird can pull from Charles River and Piano Analytics 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 Piano Analytics.
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 Piano Analytics, or from Piano Analytics 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 trade, compliance event, or portfolio change in Charles River — or any user action, conversion, or content event in Piano Analytics.
Fires when an order is filled and trade execution is confirmed in Charles River.
Triggers when a portfolio's holdings are adjusted based on mandate or risk rules.
Fires when pre-trade or post-trade compliance checks flag a rule breach.
Add a new portfolio or account to Charles River with specified mandate and constraints.
Modify account-level properties like investment objectives, risk tolerance, or custom tags.
Write a timestamped event or note to Charles River's compliance and audit log.
Fires when a visitor completes a defined conversion event like form submission or subscription.
Triggers when a user views a specific page, report, or document on a tracked property.
Fires when a user's session length surpasses a defined time limit, indicating deep engagement.
Log a new behavioral event to Piano Analytics with custom properties and user context.
Append or modify attributes on a user profile like account type, segment, or portfolio value.
Assign a user to a predefined audience segment based on activity or profile criteria.
Sync Charles River with Piano Analytics in minutes — and connect every other tool in your investment operations and analytics stack with AI-powered automation.