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.
Data
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.
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 clients 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 clients 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 broker-dealers and RIAs increase productivity and operational efficiency, achieve maximum compliance with minimum effort, 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
Get the latest from our blog
Insights, advice, and best practices to help investment services firms grow their business.
Recent Blog Posts
Getting Started with DTCC Wealth Management Services
DTCC Wealth Management Services At a high level, it’s easy to understand the value of using DTCC’s wealth management services. DTCC can help broker-dealers streamline manual processes and reduce overhead; this is particularly true for large financial institutions that spend millions of dollars on post-trade activities. But what about small to medium-sized organizations? When does […]
Comparing Managed and Dual Employee Programs
When a bank or credit union chooses to provide retail investment services via a third-party broker-dealer (e.g., LPL Financial, Raymond James, CUNA, etc.), they must decide the type of networking arrangement. This arrangement consists of two main models: managed program and dual employee program. This article provides an overview of these two structures, the advantages […]
Best Practices in Working With Your Third-Party Broker-Dealer Webinar Recap
We recently hosted a webinar titled: Best Practices in Working With Your Third-Party Broker-Dealer. This webinar explored how bank and credit union investment services programs can get the most out of their third-party broker-dealer partnership. Terrapin Technologies President, Kristefor Lysne, moderated the discussion and was joined by: Brian Lauer, Partner at Messick Lauer & Smith […]