Still Relying on Spreadsheets?

Stop Stressful Month-ends With Automated Broker-Dealer Commission Software

Our digital platform streamlines back-office and accounting processes by aggregating financial data, providing your firm with an automated and centralized system for compensation and sales reporting.

Make YOUR Data Work for YOU

Actionable Data

Develop accurate forecasts, that drive revenue and boost profitability.

No More Busywork

Spend more time focusing on revenue-generating activities and less time resolving exceptions.

Business Insight

Account for the requirements of today and prepare for the unexpected demands of tomorrow.

Leverage Our Financial Data Management Platform and Dependable Professionals

 

Now, more than ever, you need a strong technology partner to navigate the path to success in the financial services industry. New rules and regulations and the rapid pace of change in all aspects of your organization make a reliable technology partner a necessity, not a luxury.

The professionals at Terrapin Technologies listen to your needs, engage with your team, analyze your enterprise data, and deliver innovative solutions to your business requirements. Partner with experts dedicated to your success.

Eliminates Spreadsheets And Reduces Manual Work For Critical Tasks

KEY FEATURES

  • Daily trade blotter for advisors
  • Support for multiple and unique hierarchies
  • Numerous grid configurations including flat, rolling 12, year-to-date, and retroactive
  • Configurable rules for splits, tiers, overrides, trailers, and ticket charges
  • Options for pre and post grid adjustments as well as bulk adjustments
  • General ledger integration and payroll reporting

Automate commissions and incentive compensation bringing efficiency, accuracy, and visibility. Flexible and configurable and simplifies advisor compensation planning and administration. Tracking, calculating, and paying commissions is easy regardless of the uniqueness or complexity of a firm’s compensation program.

Supports a wide variety of revenue data sources including, but not limited to, National Financial, Pershing, LPL, Raymond James, Thomson BETA, First Clearing, DTCC/NSCC, DAZL, and DST. This diverse range of financial data is aggregated into our proprietary data structure. This structure is designed to keep track of critical information, such as: capped and uncapped commissions, source of funds, referral information, and branch credit. Storing trail and fee revenue at the customer account level allows for quick reallocation during territory reassignment.

Robust reporting features are available for reps and management alike. Advisors have access to a dashboard and trade blotter with up-to-date sales numbers and can view pending trades. Management can see current and historical figures and can preview payroll numbers throughout the month.

An Experienced Team That Has Your Back

Automating incentive compensation with intuitive and reliable software is only one part of the equation. To reach your potential, you need an experienced team filled with professionals dedicated to your success,

Partnering with Terrapin Technologies means that, in addition to best-in-class technology, you also leverage an experienced team with over 25 years’ experience working with leading broker-dealers in the financial services industry. We help firms see the big picture, increase profits, and reduce risk.

 

Case Study

Fulton Financial Streamlines Commission Processing

Terrapin is familiar with our industry. From an operations perspective, this really helps minimize risk for reporting on compensation, especially for internal and external audits.

Jennifer Schwebel

SVP/Operations Manager, Fulton Financial Advisors

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