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Terrapin Technologies Company Overview
Experience, where it counts.
Terrapin Technologies’ data solutions platform, Pandia, offers comprehensive data aggregation and robust data management. Our data aggregation infrastructure is scalable and delivers a global view of a financial services firm’s business.read more
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.read more
Get Your Ducks in a Row The Power of Data Aggregation and a Centralized Database Commission Data Aggregation Pandia supports a wide variety of standard sources of commission information including: National Financial, Pershing, Beta, First Clearing Corporation, NSCC,...read more
We are now in a period where continual audits are the norm, and financial services organizations need to be flexible and quick to react to ever-changing regulatory requirements.read more
Our Client’s Needs Recently one of our clients informed us that they were opening a customer call center. Their intent was to have a dedicated team start to handle inbound calls to ensure detailed tracking would flow back to the advisor. During initial conversations...read more
How does a bank-owned broker-dealer support referrals from bank employees while also providing data continuity and transparency? At Terrapin, we've designed the Referral Notification Email system which produces automated, personalized emails that communicate the...read more