Pandia, Terrapin’s Software-as-a-Service application, is a comprehensive suite of tools and processes that brings cohesion to a broker-dealer’s operations, including advisors, back office, compliance, and management. Pandia gives broker-dealers the knowledge and flexibility they need to run an efficient and growing business.
Pandia integrates revenue, asset, and account data, by aggregating industry standard sources as well as custom feeds.
- Account Aggregation
- Revenue Aggregation
- File Processing & Management
- Data Warehouse Hub
Pandia creates the automation and organization necessary for the back office to process revenue data efficiently.
- Revenue Reconciliation
- Payroll Reporting
- Commission & Expense Tracking
- Advisor Hierarchy
- General Ledger Reporting
Pandia delivers timely and accurate business reporting providing a comprehensive view of the sales organization.
- Management Reporting
- Ad Hoc Reporting
- AUM Reporting
- Sales Revenue Tracking & Reporting
- Customizable Reports
Pandia facilitates a compliance process that is coordinated and complete so that firms can swiftly respond to regulatory demands.
- Suitability & Trade Surveillance
- Exceptions Reporting
- Regulatory Mailings
- License Management
- Fiduciary Management
Get the latest from Terrapin Technologies’ blog
Insights, advice, and best practices to help investment services firms grow their business.