Wealth Data Solutions
Terrapin Technologies provides data and reporting solutions for wealth management firms. See the big picture, increase profits, and reduce risk.

Data
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.
Compensation
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.


Compensation
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.

Reporting
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.
Compliance
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.


Compliance
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.
Start exceeding your business goals
Automate manual and redundant processes
Streamline operations and accounting
Increase enterprise-wide visibility
Our digital platform is designed to automate and improve business processes across the entire firm, including compensation, compliance, and reporting. The web-based technology helps wealth management firms increase productivity and operational efficiency, maintain compliance, and make data-driven business decisions.
Discover how we help wealth management firms increase operational efficiency and reduce risk.
Recent Resources
Scaling Your Wealth Management Firm: Key Steps to Success
In the midst of a rapidly evolving financial advice industry, scaling your business is a crucial goal that requires careful planning, strategy, and execution. While scaling entails growth, scaling is more than just growing your business. Scaling refers to the process...
Data Quality Management Basics for Wealth Management Firms
In today's data-driven world, wealth management firms are grappling with an immense amount of information. Account data, revenue tracking, financial instruments, and regulatory requirements all contribute to the mountain of data that must be efficiently handled and...
Building a Data-Driven Culture in Wealth Management Firms
In this digital era, where information is abundant and technology is constantly advancing, it is imperative for wealth management firms to embrace a data-driven culture. By doing so, they can unlock the power of data and use it to their advantage, making informed...