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Say “I do” to the ideal full-service technology solution for your business

After more than two decades of working with several financial institutions with assets greater than $100 billion, Terrapin Technologies succeeds through the right combination of experience and engagement. We are proud of our legacy of providing complete software solutions and outstanding service, not to mention our long-term clients, low staff turnover and industry expertise.

Our experience means that you can count on Terrapin for the long term and that that we stay engaged with our clients throughout the ongoing relationship.

Experience working with companies of all shapes and sizes

Terrapin’s U.S.-based team delivers an impressive knowledge base, extensive industry connections, and a long-term view towards reliability, efficiency and growth. All of this is designed to help financial services firms handle their evolving data management needs.

With decades of experience in check, we know how to work with large institutions – and all of that red tape. We have seen it all: complex integrations, adjusting compliance report rules in response to new regulations, setting up multifaceted grids for advisors and much more. Terrapin understands the industry and all of its moving parts, including clearing firms, institutions and the inner workings of a broker-dealer. Our robust technology platform brings cohesion to the entire broker-dealer; supporting advisors, back office, compliance and management.

Experience means that our full-service solution allows broker-dealers to spend more time focusing on their core business and less time worrying about technology. Engagement means that your institution’s specific needs are met.

Investing in technology

We continually invest in our technology. As a result, our customers benefit from the latest technological advances and allows for flexibility in implementations. Likewise, our Software as a Service model supports ongoing improvements to enhance functionality. Our scalable solutions include everything from a user-friendly CRM to surveillance and compliance support, from incentive compensation tools to management reporting, and more.

Terrapin’s experience and engagement means that we have the tools advisors need to support business growth. We can coordinate compliance processes, making it easier to quickly respond to any regulatory demands. We excel at helping our clients maintain reliable, clean data.

Consulting and communicating with you

We have over 20 years of experience working with our clients in a consultative manner. We are responsive to your needs and challenges. Help tickets are responded to by a person, not a machine, and most are resolved that same day. Likewise, regular, two-way communication keeps you up-to-date on any system changes and ensures you have ample opportunity to share feedback through weekly meetings, roundtables and surveys. We stay engaged well beyond implementation.

Terrapin is recognized for the stability of our business, customers and staff, allowing us to further emphasize quality and knowledge. This is what makes our company ideal for complex implementations of all sizes. Our strong coupling of project management and technical expertise inspires results and success. It’s all about the perfect combination of experience and engagement.

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