Sync Corebridge policy and annuity data with FactSet market intelligence to automate portfolio analytics and compliance reporting. Stop manually exporting policyholder data, looking up securities in FactSet, and reconciling investment performance across spreadsheets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull underlying securities data from FactSet when annuity policies are created or updated in Corebridge. Enrich policy records with current valuations, company fundamentals, and risk metrics to maintain accurate portfolio analytics without manual lookups.
Combine Corebridge retirement plan contribution and distribution records with FactSet portfolio analytics to automate quarterly performance reporting. Calculate returns, benchmark comparisons, and asset allocation breakdowns without switching between platforms.
Monitor FactSet for corporate actions, credit rating changes, or earnings surprises affecting securities held in Corebridge annuity portfolios. Automatically flag affected policies and trigger compliance reviews when material events occur.
Push aggregated holdings data from Corebridge policy portfolios into FactSet analytics workflows for enterprise-wide risk assessment. Run stress tests and scenario analysis across all policyholder investments without manual data consolidation.
Validate that annuity and insurance portfolio holdings meet policy-level investment guidelines by cross-referencing Corebridge restrictions with FactSet security classifications, ratings, and fundamentals. Generate exception reports automatically when positions drift outside approved parameters.
Track FactSet consensus estimate revisions for securities underlying variable annuity products and automatically refresh Corebridge performance projections. Keep policyholder illustrations and product analytics current without manual data entry.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and FactSet 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 Corebridge policy structures and FactSet financial data schemas, so you can automate complex workflows without custom code or middleware.
Redbird natively maps Corebridge policy IDs, annuity contract structures, and policyholder account hierarchies to FactSet security identifiers, company fundamentals, and portfolio analytics schemas. The platform understands policy-level investment restrictions, contribution schedules, and distribution rules alongside FactSet estimates, ownership data, and screening criteria. Intelligence layers automatically match underlying securities across systems, handle identifier mapping between CUSIP and FactSet symbology, and preserve compliance metadata through every sync.
faster portfolio analytics versus manual FactSet lookups and spreadsheet reconciliation
Redbird can pull from Corebridge and FactSet 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 Corebridge or FactSet.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Corebridge into FactSet, or from FactSet back into Corebridge. 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 Corebridge or FactSet — policy updates, market data changes, or scheduled analytics runs.
Fires when a new variable or fixed annuity policy is established in Corebridge.
Triggers when retirement plan contributions are made or distributions are processed.
Activates when underlying investment allocations change within an annuity or insurance policy.
Write enriched security details, valuations, or risk metrics back to Corebridge policy records.
Mark policies requiring attention based on investment guideline violations or market events.
Generate and store custom analytics reports within Corebridge for policyholder access.
Fires when FactSet records analyst estimate revisions or credit rating changes for tracked securities.
Triggers when mergers, acquisitions, spin-offs, or other material events affect holdings.
Activates when scheduled FactSet risk analysis, screening, or performance attribution runs finish.
Retrieve company financials, analyst consensus, or ownership data for specific securities.
Execute factor risk models, stress tests, or scenario analysis on aggregated holdings data.
Filter FactSet universe based on Corebridge investment guidelines and policy constraints.
See how Redbird AI automates data work between Corebridge and FactSet — so your financial services and analytics teams can focus on insights, not data wrangling.