Automate the flow of portfolio performance, trading activity, and investment data from Charles River into Planful for financial planning and reporting. Stop exporting CSVs, manually reconciling positions, and rebuilding investment reports every month.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push portfolio-level NAV, returns, and performance data from Charles River into Planful's actuals tables. Finance teams get real-time investment performance in their forecast models without waiting for month-end extracts.
Capture realized and unrealized P&L, transaction fees, and commission data from Charles River trades and sync into Planful's entity-level financials. Eliminate manual journal entries and ensure trading costs appear in variance reports immediately.
Merge Charles River portfolio attribution, risk metrics, and holdings data with Planful budget and forecast figures to generate unified investment performance reports. Redbird pulls both datasets, enriches with variance analysis, and outputs formatted reports automatically.
When finance updates portfolio budgets or exposure limits in Planful scenarios, automatically sync those constraints into Charles River as pre-trade compliance thresholds. Keep investment guardrails aligned with approved financial plans.
Monitor Charles River portfolio returns against Planful forecast assumptions in real time. Trigger alerts to FP&A when performance gaps exceed thresholds, enabling faster reforecasting and strategic adjustments.
Automatically export Charles River transaction logs, order history, and portfolio snapshots into Planful's data warehouse or linked storage. Finance maintains full audit trails for variance explanations and regulatory reporting without manual data pulls.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Planful 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 data structures and Planful's planning schemas, so you can automate complex financial workflows without custom code.
Redbird parses Charles River's portfolio hierarchies, instrument types, performance attribution, and trade-level P&L, then intelligently maps them to Planful's account structures, entity consolidations, and forecast dimensions. The platform handles security master differences, currency conversions, and date alignment automatically. When your planning model changes or new portfolios are added, Redbird adapts the mapping without rebuilding integrations.
faster than exporting Charles River data to CSV and importing into Planful manually
Redbird can pull from Charles River and Planful 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 Planful.
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 Planful, or from Planful 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 Planful—portfolio updates, trade executions, budget approvals, or forecast changes.
Fires when end-of-day NAV, AUM, or portfolio-level valuations are recalculated in Charles River.
Triggers when a buy, sell, or settlement event completes for any portfolio or account.
Fires when pre-trade or post-trade compliance checks flag a rule violation or warning.
Add new portfolios or modify portfolio attributes, benchmarks, or strategy classifications.
Modify pre-trade restriction thresholds, exposure limits, or investment policy constraints.
Generate and retrieve portfolio performance, factor attribution, or risk analytics data for a specified date range.
Fires when a budget, forecast, or planning scenario is finalized and locked in Planful.
Triggers when general ledger actuals are loaded into Planful, enabling variance comparisons.
Fires when budget-to-actual or forecast variance crosses defined tolerance levels for any account or entity.
Insert or update actual financial data in Planful's consolidation or reporting cubes.
Modify forecast inputs, assumptions, or driver values used in planning models.
Produce formatted financial reports, dashboards, or slide decks from Planful data and templates.
See how Redbird AI connects Charles River and Planful to automate investment reporting, sync portfolio performance into financial plans, and eliminate manual data reconciliation.