WHAT WE DO

Our mission is to create and integrate solutions to the complex business problems that face our partners in the financial services industry.

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.

Terrapin Technologies engages with your team, listens to your needs, analyzes your enterprise data, and delivers innovative solutions to meet your business requirements.

WHO WE ARE

Terrapin Technologies is the premier provider of data, software, and consulting solutions. Founded in 1992, the company has over 25 years’ experience working with leading broker-dealers in the financial services industry.

We deliver a complete solution, with enterprise-wide services including:

  • Data Aggregation & Management
  • Compensation & Commissions
  • Reporting & Analytics
  • Compliance Management
These services are provided 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.

OUR BACKGROUND

For much of the 1980s, Terrapin worked with insurance companies, setting up and administering large annuity accounts to support class action lawsuit settlements. In the fall of 1987, a client mutual fund company introduced Terrapin to Southern National Corporation. Southern National (now BB&T) was starting their broker-dealer program and hired Terrapin to design and build a scheduling system. Eventually, that system grew into the robust back office platform we call Pandia. This relationship of innovation between Terrapin and BB&T continues to this day.

OUR CORE VALUES

Terrapin maintains an uncompromising commitment to your success by delivering services and solutions to meet your enterprise requirements in an efficient and compliant manner. We provide innovative solutions to our clients in alignment with our core values:

Engage
Technology is about making your organization run more efficiently and profitably. We are more than a technology company. We engage with the people who run your business, listen to their concerns and partner with them to develop solutions for your firm.

Listen
Before we begin work on any client engagement, we look to you. You know your company and the problems that you are trying to solve better than anyone. We want to understand your needs and priorities.

Analyze
We have created and implemented technology solutions for many leading broker-dealers. We take this knowledge and expertise, along with the insights gained from working with your staff, to analyze and develop the right solution for your company.

Deliver
We ensure that our solutions integrate into your operation and that your people understand how to get the most out of these new tools. To Terrapin the meaning partnership is providing ongoing support from implementation to present day.

DELIVERING SOLUTIONS TO THE FINANCIAL INDUSTRY

Data aggregation and management are crucial in this era of ever-changing regulations. Terrapin’s world class data services and Pandia system provide the foundation for accurate reporting and DOL rule compliance. Our industry knowledge and expertise comes from over 25 years of bringing solutions to the financial sector. Give us a call; we would like to learn more about your business and how we can help.

Call us at 612-244-2300 or email us at talk2us@terrapintech.com