Automate the flow of financial data from FactSet into your Redshift warehouse. Stop manually exporting company fundamentals, estimates, and ownership data. Let Redbird sync FactSet datasets to Redshift automatically, keeping your analytics pipelines current without custom ETL code.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Keep your Redshift warehouse updated with the latest FactSet company financials, analyst estimates, and guidance data. Redbird detects changes in FactSet datasets and syncs incremental updates to target tables, maintaining historical snapshots for time-series analysis without manual exports or API scripting.
Automatically pull institutional ownership, holder positions, and transaction data from FactSet into Redshift. Redbird handles schema mapping and normalization, creating queryable tables that join cleanly with your internal portfolio and transaction data for attribution and factor analysis.
Capture FactSet consensus estimates, revisions, and analyst forecasts as daily snapshots in Redshift. Redbird maintains versioned tables with as-of dates, enabling you to backtest models against what estimates looked like at any historical point without manually tracking revisions.
Match your portfolio holdings in Redshift with FactSet identifiers and append company fundamentals, sector classifications, ESG scores, and financial ratios. Redbird automates the entity resolution and data merging, creating enriched holding tables ready for quantitative screens and risk reporting.
Automatically kick off Redshift analytical workflows when FactSet publishes new earnings reports, filings, or estimate revisions for companies in your coverage universe. Redbird detects FactSet data updates and executes downstream SQL pipelines, ensuring your dashboards and reports reflect the latest actuals immediately.
Push proprietary scores, risk metrics, or screening results from Redshift into FactSet for use in research workflows. Redbird maps your Redshift output tables to FactSet entity identifiers and updates custom fields, allowing portfolio managers to screen on internal models directly within FactSet's interface.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet 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 FactSet's entity identifiers, data structures, and versioning model, plus Redshift's columnar schema and distribution strategies—so your financial data pipelines just work.
Redbird natively understands FactSet's security master, entity resolution across CUSIP/SEDOL/ISIN, and point-in-time estimate structures. It automatically maps FactSet datasets to optimized Redshift table designs with appropriate distribution keys, sort keys, and data types for fast analytical queries. The platform handles incremental loads, SCD Type 2 versioning for estimate histories, and schema drift when FactSet adds new fields—no manual column mapping or transformation scripts required.
faster than building FactSet-to-Redshift ETL with AWS Glue or custom Python scripts
Redbird can pull from FactSet 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 FactSet 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 FactSet into Redshift, or from Redshift back into FactSet. 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 FactSet data update or Redshift query result, and automate actions across your financial data stack.
Fires when FactSet publishes new quarterly or annual earnings data for companies in your watchlist.
Triggers when FactSet consensus estimates or individual analyst forecasts are updated for tracked securities.
Detects when FactSet receives new 13F filings or insider transaction data for monitored entities.
Retrieves income statement, balance sheet, and cash flow data for specified entities and date ranges.
Extracts analyst consensus forecasts, estimate history, and revision metrics for target companies.
Looks up FactSet entity IDs, cross-references identifiers, and retrieves security classification metadata.
Fires when data is added to a specified Redshift table, such as portfolio transactions or internal metrics.
Triggers when a Redshift query finishes running on a cron schedule, ready to pass results downstream.
Detects when columns are added, dropped, or altered in tracked Redshift tables.
Inserts new records or updates existing rows based on primary key matching, handling deduplication automatically.
Runs custom SQL queries with dynamic parameters, returning results for downstream workflow steps.
Generates a timestamped snapshot of an existing table for point-in-time historical analysis.
Start automating FactSet-to-Redshift data pipelines in minutes. No ETL engineering, no API wrangling—just reliable financial data flows that keep your warehouse current.