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.
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.
Get the latest from our blog
Insights, advice, and best practices to help investment services firms grow their business.