Wealth Data Solutions

Every wealth management firm has financial activity and account data at their disposal. But not every organization leverages that data to create a complete picture of the business, increase revenue, track goals, and maximize efficiency. Terrapin Technologies provides comprehensive aggregation, automation, and management for all your data — whether brokerage or held away assets. With our automated aggregation solution, manual processes are reduced and leadership can see the big picture — a global view of a their business.

Automate incentive compensation management processes for efficiency, accuracy, and visibility. Our compensation and commission accounting tools are flexible and configurable and simplifies advisor comp planning and administration. Tracking, calculating, and paying commissions is easy regardless of the uniqueness or complexity of a firm’s compensation program.

We turn your data into actionable information helping you make informed data-driven business decisions faster, earlier, and with confidence. Drive growth and increase sales productivity with analytics and performance insights, while reducing operational costs. Our reporting tools delivers business intelligence and analytics, providing a comprehensive outlook of the organization.

Now, more than ever, you need a strong technology partner to navigate the new rules and regulations and the rapid pace of change in all aspects of your organization. We continually upgrade our compliance solutions to ensure our customers remain compliant with the financial industry’s rules and regulations. From AML to KYC compliance, we are there to make sure regulatory requirements are met.