Automate the flow of trade execution, portfolio holdings, and compliance data from Charles River into Redshift for centralized analytics. Stop exporting CSVs, running manual ETL jobs, or waiting on engineering to sync investment data across your data warehouse.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically capture every trade execution from Charles River and load it into Redshift in near real-time. Build comprehensive trade cost analysis, execution quality dashboards, and historical performance reports without batch file exports or delayed data feeds.
Push daily or intraday portfolio position snapshots from Charles River into Redshift tables. Enable cross-portfolio analytics, historical trend analysis, and consolidated risk reporting across your entire asset management operation without manual data extraction.
Capture pre-trade and post-trade compliance violations from Charles River and store them in Redshift with full context. Maintain immutable audit logs, track breach patterns over time, and generate regulatory reports without piecing together data from multiple systems.
Pull client preferences, market research insights, and historical performance metrics from Redshift back into Charles River workflows. Give portfolio managers contextual intelligence during order creation and trade decision-making without switching between systems.
Schedule automated daily syncs of portfolio holdings, cash balances, and performance attribution from Charles River to Redshift. Keep your BI dashboards, attribution models, and investor reports current without manual data warehouse updates or overnight batch processes.
Trigger notifications to analytics and reporting teams the moment end-of-day positions, trade confirmations, or compliance data lands in Redshift from Charles River. Coordinate downstream reporting workflows and ensure stakeholders know when fresh investment data is ready for analysis.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Redshift 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 investment data structures and Redshift's columnar warehouse schema, so you can automate pipelines without writing complex transformations or maintaining brittle integrations.
Redbird intelligently maps Charles River's order, position, and compliance objects to optimized Redshift table structures. It handles investment-specific data types like security identifiers, asset classifications, and transaction hierarchies, automatically transforming IBOR data into analytics-ready columnar formats. The platform recognizes schema evolution in both systems and adapts pipelines without breaking downstream reports or BI dashboards.
faster than building custom ETL pipelines for Charles River to Redshift data flows
Redbird can pull from Charles River and Redshift 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 Redshift.
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 Redshift, or from Redshift 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 Redshift, and take action across both platforms instantly.
Fires when an equity, fixed income, or derivatives trade is executed in Charles River.
Triggers when holdings, cash balances, or positions change for a managed portfolio.
Fires when pre-trade or post-trade compliance rules generate a violation or warning.
Generate a new investment order in Charles River with specified security, quantity, and account details.
Modify portfolio metadata, strategy classifications, or benchmark assignments in Charles River.
Trigger an on-demand pre-trade compliance validation against active rule sets.
Fires when data is added to a specified Redshift table or view.
Triggers when a scheduled analytical query returns results meeting defined conditions.
Fires when columns are added, removed, or modified in a monitored Redshift table.
Write new rows to a Redshift table with automatic type mapping and validation.
Modify records in Redshift based on key matching and conditional logic.
Run parameterized SQL statements for transformations, aggregations, or data quality checks.
Sync Charles River with Redshift and automate the investment data pipelines your analytics teams depend on. Stop building custom integrations and start shipping insights faster.