Leveraging Financial Data for Efficiency and Insight
Terrapin Technologies provides financial data and reporting solutions for broker-dealers and RIAs. We help firms see the big picture, increase profits, and reduce risk.
Increase enterprise-wide visibility
Streamline operations and accounting
Pay advisors accurately and on time
Manage risk and stay compliant
Automate manual and redundant processes
Every investment 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 investment data. With our automated aggregation solution, manual processes are reduced and leadership can see the big picture — a global view of a their business.
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.