Automate the flow of trade data, portfolio positions, and compliance metrics from your investment management system into your data warehouse. Stop exporting CSVs, writing custom ETL scripts, or waiting on engineering to surface Charles River data in Snowflake for analysis and reporting.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push completed trade executions, order details, and fills from Charles River into Snowflake tables as they occur. Keep centralized trade reporting, transaction cost analysis, and regulatory datasets current without batch exports or middleware.
Capture end-of-day portfolio positions, security holdings, and asset allocations from Charles River and load them into Snowflake dimension tables. Enable portfolio analytics, performance attribution, and client reporting workflows on live position data.
When Charles River flags pre-trade or post-trade compliance violations, log the full breach context—rule triggered, security, portfolio, timestamp—into Snowflake. Build unified compliance dashboards and regulatory audit trails that span all trading systems.
Continuously move aging order management and execution history from Charles River into Snowflake's scalable storage. Preserve years of trading data for backtesting strategies, performance analysis, and regulatory retention without bloating the IMS database.
Monitor aggregated portfolio risk, exposure, and performance metrics computed in Snowflake and trigger notifications when limits are exceeded. Push alerts back to operations or enrich Charles River workflows with warehouse-derived insights.
When new securities or counterparties appear in Charles River, lookup enriched reference data—credit ratings, sector classifications, pricing benchmarks—stored in Snowflake. Keep the IMS populated with complete, governed data without manual lookups.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Snowflake 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 trading schemas and Snowflake's warehouse structures—mapping orders, portfolios, and compliance events to analytical tables without custom code.
Redbird's AI natively understands Charles River's order management tables, portfolio hierarchies, compliance rule outputs, and execution event streams. It intelligently maps these to Snowflake's schema structures—creating fact and dimension tables, handling slowly changing dimensions for positions, and optimizing load patterns for high-frequency trade data. No need to write transformation logic or maintain brittle field mappings as schemas evolve.
faster than building custom ETL pipelines to sync Charles River with Snowflake
Redbird can pull from Charles River and Snowflake 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 Snowflake.
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 Snowflake, or from Snowflake 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 workflows from any trade execution, compliance event, or portfolio change in Charles River—or trigger actions from analytical queries and threshold breaches in Snowflake.
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 security or portfolio.
Fires when holdings or asset allocations change for a managed portfolio.
Generate a new trading order in Charles River based on signals or instructions from external systems.
Modify or enrich security master records with new attributes or identifiers.
Record a manual compliance override or exception with supporting documentation.
Fires when a scheduled analytical query returns values beyond defined risk or exposure limits.
Triggers when external datasets—market data, counterparty info—are refreshed in Snowflake.
Fires when validation queries detect anomalies or missing records in warehouse tables.
Write new trade, position, or compliance records into Snowflake fact or dimension tables.
Run complex SQL across warehouse datasets to compute risk metrics or performance attribution.
Modify slowly changing dimensions for portfolios, securities, or counterparties as data evolves.
See how Redbird automates the flow between Charles River and Snowflake—so your investment operations, risk, and analytics teams work from the same live data without waiting on exports or engineering.