Leveraging Financial Data for Efficiency and Insight
Terrapin Technologies provides financial 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.
Why Terrapin
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.
Increase enterprise-wide visibility
Streamline operations and accounting
Pay advisors accurately and on time
Manage risk and stay compliant
Automate manual and redundant processes
Increase enterprise-wide visibility
Streamline operations and accounting
Pay advisors accurately and on time
Manage risk and stay compliant
Automate manual and redundant processes
Learn More
Terrapin Technologies Sponsors 2023 Annual Industry Checkup
Announcing: Terrapin Technologies Sponsors Kehrer Group’s 2023 Annual Industry Checkup. Minneapolis, M.N. – May 4, 2023: Terrapin Technologies today announced the launch of the 2023 Annual Industry Checkup by the Kehrer Group. Terrapin is once again a proud sponsor...
Upcoming Webinar: Turning Direct Business into a Strategic Asset
In our upcoming webinar, Turning Direct Business into a Strategic Asset, we'll delve into the advantages and challenges of the direct business model, exploring ways to transform it into a strategic asset. Industry data shows that one-third of assets in bank-based...
Benefits of Data Analytics for Wealth Management Firms
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