We deliver a complete solution, with enterprise-wide services including:
- Data aggregation and Management
- Compensation and Commissions
- Reporting and Analytics
- Compliance Management
These services are delivered via our core application Pandia, a Software as a Service (SaaS) solution. We continually upgrade Pandia to help you stay in compliance with the financial industry’s fluid regulatory environment and support your growing business.
Terrapin Technologies is a privately held company located in Minneapolis, Minnesota. Launched in the early 90’s as an advisory service to insurance companies, Terrapin became a provider of comprehensive solutions for broker-dealers. Terrapin has an unparalleled track record of aggregating, processing, and managing client data.
Our mission is to create and integrate solutions to the complex business problems that face our partners in the financial services industry.
We Love Clean Data
We help our clients maintain reliable data. During the first phase of implementation, we make sure the data is clean. Then we use powerful data aggregation tools to combine numerous data sources (e.g. Pershing, DTCC, DST, etc.) into Pandia.
Post implementation, we curate the ongoing aggregation activities overseeing and maintaining our client’s data. Clean data means accurate commission payouts, up-to-date reporting, timely compliance flags and accurate customer balances.
We do not outsource any of our system development (designing or programming). We utilize the latest best practices in agile development and we have a robust and thorough change control process. It’s all done by Terrapin employees – the same people with years of experience supporting broker-dealer data operations.
Get the latest from Terrapin Technologies’ blog
Insights, advice, and best practices to help investment services firms grow their business.
A FEW OF US
President, since 1995
Director of Engineering, since 1996
Director of Service Delivery, since 1997
Principle Engineer, since 2004
Steve oversees our development process. He is in charge of the development and integration of modern technologies into our software and leads the R&D team. Steve has been defining and defending high quality standards and practices since 2004. Steve, a pinball enthusiast and music lover, enjoys building Legos with his son Miles.
Marketing Manager, since 2011
James is Marketing Manager at Terrapin Technologies with responsibility for marketing initiatives and corporate communications. He oversees digital marketing campaigns from ideation to execution and is recognized as a collaborative team player that motivates and inspires others. With his free time, James enjoys woodworking, playing board games with his kids, and going to concerts with his wife.
Account Executive, since 2019
David heads the business development department. He partners with clients to design a better way to operate so they can focus more on strategic goals and instead of administrivia. David has been able to connect and serve people in a customer service capacity for over 20 years. David appreciates traveling with his wife and their young daughter and spending time with some of his family residing in Madison, WI.