Automate market data ingestion, pricing updates, and portfolio analytics between your investment management system and market data platform. Stop manually importing instrument pricing, reconciling positions, and exporting portfolio data for risk analysis.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Stream real-time pricing and market data from Refinitiv directly into Charles River portfolios. Redbird monitors price updates, maps instrument identifiers across systems, and pushes valuations to the IMS for accurate position tracking and performance measurement.
Automatically append Refinitiv reference data, credit ratings, and corporate actions to Charles River order records. When trades are entered or modified, Redbird pulls the latest instrument details, enriching order management with current market intelligence for compliance and decision support.
Export portfolio positions and holdings from Charles River to Refinitiv analytics engines on a scheduled basis. Redbird formats position data, maps security identifiers, and triggers risk calculations, returning VaR, stress test, and scenario analysis results back to investment teams.
Monitor Refinitiv news feeds for material events affecting securities held in Charles River portfolios. Redbird matches news entities to portfolio positions, evaluates relevance based on exposure size, and routes alerts to compliance officers for review and potential action.
Automatically send executed trades from Charles River to Refinitiv transaction cost analysis and attribution platforms. Redbird captures trade details, timestamps, and execution prices, enabling accurate benchmarking against Refinitiv market data and VWAP calculations.
Compile end-of-day compliance reports that merge Charles River portfolio holdings with Refinitiv corporate actions, sanctions screening, and market volatility data. Redbird pulls data from both systems, applies compliance rule logic, and distributes formatted reports to risk and compliance stakeholders.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Refinitiv 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 the data models, identifier schemes, and workflow timing requirements of both Charles River IMS and Refinitiv market data infrastructure.
Redbird's AI natively handles Charles River's portfolio, position, and order object structures alongside Refinitiv's instrument identifiers, pricing hierarchies, and reference data taxonomies. It automatically maps RICs, ISINs, and SEDOLs across systems, reconciles position breaks, and manages time-zone differences between trade execution and market data timestamps. The platform understands when to use snapshot versus streaming data, how to handle corporate action adjustments, and where compliance checkpoints require human review.
faster market data integration than building custom Charles River and Refinitiv connectors
Redbird can pull from Charles River and Refinitiv 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 Refinitiv.
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 Refinitiv, or from Refinitiv 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 Refinitiv — new trades, price updates, compliance violations, or market news.
Fires when an order is filled and execution details are recorded in Charles River.
Triggers when a pre-trade or post-trade compliance check fails for a portfolio or order.
Activates when portfolio weights are adjusted and new target allocations are set.
Write new market valuations and pricing data to portfolio positions in Charles River.
Generate a new order in Charles River with instrument details, quantity, and routing instructions.
Record a compliance breach or exception event with supporting data and timestamp.
Fires when Refinitiv publishes new real-time or end-of-day pricing for a subscribed instrument.
Triggers when Refinitiv captures a dividend, split, merger, or other corporate action event.
Activates when Refinitiv news feed publishes a material headline for a tracked entity or sector.
Retrieve security master details, identifiers, and classification data from Refinitiv for a given instrument.
Submit portfolio or position data to Refinitiv risk engines for VaR, stress testing, or attribution calculations.
Pull historical price series and market data from Refinitiv for backtesting or performance analysis.
See how Redbird automates market data workflows between Charles River and Refinitiv — no custom API development or identifier mapping required.