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.
Who We Are
Founded in 1995, our expertise and technology solutions have helped our clients realize scalable and predictable growth. 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. Our passion for getting data in good order, obsession with finding the best solution, and dogged commitment to our client’s success, set us apart from other providers.
When working with Terrapin Technologies, customers can expect a seasoned team that draws on experience from past successes. In the customer onboarding process, a dedicated team will work with your firm to define project goals and milestones based on your firm’s unique needs. We will break down each phase and clearly define expectations, and keep your team updated at every step.
A typical customer onboarding project looks like this:
- Kick-Off Meeting
- Requirements Discovery Sessions
- Data Mapping
- Connectivity and File Automation
- Installation and Configuration
- User Acceptance Testing
- Go Live
With Terrapin Technologies, you can expect industry experts who understand your needs and partner with you to achieve future goals.
President, since 1995
As co-founder and president, Kristefor oversees all aspects of company management, providing vision, strategy and leadership for the growing organization. Kristefor is actively involved in the technical direction of Terrapin, adding his creative insight to both internal and client projects, while also focusing on corporate strategy, finance, and creating an innovative and inviting culture. His personal interests include curling, playing the mandolin, and spending time with his family at Rainy Lake.
Director of Engineering, since 1996
Chris manages the design and development of the overall technology infrastructure and is responsible for Terrapin’s product development and database design. Chris also supervises the Information Security Program ensuring compliance with the technical, administrative, and physical safeguards in accordance with federal and state laws and industry regulations. Chris is a die-hard supporter of the Vikings and Wild, and he also enjoys traveling and spending free time with his wife and two daughters.
Director of Service Delivery, since 2009
Rachael is Director of Service Delivery with responsibility for all customer-facing activities, including implementations, support, and consulting. Additionally, Rachael oversees the governance, risk, and compliance program, leveraging her PMP certification and expertise in enterprise optimization. Outside of work, Rachael enjoys traveling the world with her husband and two children and spends what remains of her free time as a culinary instructor and foodie.
Get the latest from our blog
Insights, advice, and best practices to help investment services firms grow their business.