Improving the Monthly Closing Process The month-end close process for wealth management firms is anything but simple. Intricate commissions and incentive compensation plans, plus regulatory oversight add to the already complicated, tedious process. Poorly executed...
Get Your Ducks in a Row: The Power of Data Aggregation and a Centralized Database Financial Activity Data Aggregation Our incentive compensation management solution supports a wide variety of standard sources of commission information including: National Financial,...
Learn How Terrapin Helps Clients Overcome System Integration Challenges Terrapin Technologies recently sponsored the Cramer-Beacon Technology Roundtable in Denver, Colorado. While there were many great conversations at this event, one topic in particular stood out to...