Updated Jan 13, 2020
Learn How Terrapin Helps Clients Overcome System Integration ChallengesTerrapin 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 us: the need for Broker-Dealer’s to have an integrated technology platform and the challenges in making this a reality. There are numerous factors driving this; growth, especially due to mergers/acquisitions, and regulatory demands are at the top of the list. Terrapin has been helping clients overcome system integration challenges in the following ways.
Pandia as a Data HubOur product, Pandia, is a comprehensive suite of software and processes that brings cohesion to a broker-dealer’s operations, including advisors, back office, compliance, and management. This is made possible by our data aggregation engine which integrates revenue, asset and account data from industry partners (Pershing, First Clearing, DTCC, etc.) as well as custom feeds in real-time. To further help clients build an integrated technology platform, Pandia interfaces with client’s systems and vendors extracting and transmitting data. Having all the data in one centralized place brings accuracy and efficiency to the firm’s operations.
Service and PartnershipIt’s not just data aggregation and software that sets us apart. Our technology is built on a foundation of service and partnership. We are committed to making a difference for our clients. We have years of experience working with client’s internal systems and processes. We know how to help them navigate through the policies and procedures that are associated with adopting and integrating new technology. We use standard tools to solve non-standard problems.
Is your firm struggling with building an integrated platform? Are your advisors frustrated with navigating multiple systems? Is your back office exasperated with getting data in and out of different systems? Building an integrated broker-dealer platform doesn’t have to be difficult. To learn how we solve these challenges for our clients, call us at 612-244-2300 or email us at firstname.lastname@example.org.