Data Sources & Integrations
Connect the data across your technology stack
Terrapin connects data from custodians, clearing firms, broker-dealer platforms, proprietary sources, and other systems. We bring that information into a more consistent, usable structure so compensation, compliance, and reporting can work from a stronger foundation.
Built for complex wealth management data environments
Wealth management firms receive data from many systems, vendors, files, feeds, platforms, and business lines. Each source may arrive in a different format, on a different schedule, and with different fields, structures, and levels of consistency.
The challenge is not simply accessing the data. Custodial, brokerage, direct business, account, advisor, and activity data must be connected and prepared to support multiple business functions.
Terrapin brings those moving pieces together, making data more consistent and usable across the firm. Compensation can use revenue and advisor data, compliance can monitor activity, reporting can combine results across sources, and leadership can see a broader view of the business without each team preparing the data independently.
Put connected data to work across your firm
Terrapin connects with the broader technology environment your firm already relies on, including custodians, clearing firms, CRMs, portfolio management systems, payroll platforms, and internal databases. We bring the relevant data into a consistent structure so it can be used more effectively across your operations.
That connected data does more than move between systems. It powers Terrapin’s compensation management, reporting and analytics, trade surveillance, compliance workflows, and advisor tools. When a process depends on another platform, Terrapin can also help deliver the data that system needs.
As your firm adds advisors, custodians, data sources, or business requirements, Terrapin can expand the connections, rules, and applications supporting those workflows. The result is a more cohesive operating environment—one that builds on the technology you already use while giving your teams purpose-built tools for the work Terrapin handles.
How Terrapin connects your data environment
Connecting systems is only the beginning. Terrapin helps make incoming data consistent, usable, and ready to support the work your teams do every day.
Connect Diverse Data Sources
Bring together brokerage, clearing, custodial, direct business, held-away, trade activity, advisor, account, and proprietary data. Terrapin works with different files, feeds, platforms, and internal systems to create a more connected data environment.
Support Downstream Workflows
Terrapin uses connected data to power compensation management, reporting and analytics, trade surveillance, compliance workflows, and advisor tools. When other systems are part of the process, Terrapin can also help provide the structured data those platforms need.
Normalize and Structure Data
A connection is only useful if the data can be understood and applied. Terrapin aligns fields, standardizes formats, organizes advisor and account relationships, and applies your firm’s business rules so information is ready for use across workflows, reporting, and decision-making.
Reduce Implementation Risk
Successful integrations require more than technical connectivity. Terrapin brings wealth management expertise to data mapping, validation, testing, and onboarding. Our team understands the business context behind the data, helping reduce uncertainty and keep implementation on track.
Here is a sampling of our data sources and integrations
Frequently Asked Questions
What types of data sources and integrations does Terrapin support?
Terrapin supports data connections involving brokerage, clearing, custodial, direct business, held-away, account, trade activity, advisor, compensation, compliance, reporting, and proprietary data. The specific sources and connection methods depend on your firm’s systems, workflows, and business requirements. Depending on the source, connections may use scheduled files, data feeds, database access, APIs, or other delivery methods.
Can Terrapin work with proprietary or custom data sources?
Yes. Terrapin works with standard industry sources as well as proprietary files, custom formats, internal databases, and firm-specific business rules. Our platform is designed to accommodate the complex and often unique data environments wealth management firms rely on. During discovery and implementation, we assess the format, delivery method, fields, business rules, and downstream use for each custom source.
Can Terrapin connect with custodians and clearing firms?
Yes. Terrapin can help firms connect and process data from custodians, clearing firms, broker-dealer platforms, and related sources. That information can then support compensation, reporting, compliance, analytics, and operational workflows across the firm. Available data and connection methods vary by provider, but Terrapin can help determine how each source fits into your broader data environment.
How does Terrapin fit into our existing technology environment?
Terrapin can complement existing systems while also providing applications for specific operational needs. It commonly connects with custodians, clearing firms, CRMs, payroll platforms, and internal systems as data sources or destinations. Within Terrapin, connected data can power compensation management, reporting and analytics, trade surveillance, compliance workflows, and advisor tools. The right configuration depends on your firm’s existing systems, priorities, and processes.
How does connected data support compensation, reporting, and compliance?
These workflows all depend on accurate, complete, and timely information. Terrapin helps connect and structure data so it can support advisor payout calculations, commission tracking, business reporting, analytics, compliance monitoring, exception management, and operational processes.
Can Terrapin support new data sources as our firm grows?
Yes. Terrapin is built to support evolving data needs. As your firm adds advisors, custodians, business lines, systems, reporting requirements, or compliance workflows, we can help connect new data sources and support the processes that depend on them.