Data

DATA SOLUTIONS FOR INVESTMENT FIRMS

Every investment firm has financial activity and account data at their disposal. But not every organization leverages that data to create a complete picture of the business, increase revenue, track goals, and maximize efficiency. That’s where Terrapin Technologies comes in.

Terrapin Technologies provides comprehensive aggregation, automation, and management for investment data. With our automated aggregation solution, manual processes are reduced and leadership can see the big picture — a global view of a their business.

DATA AGGREGATION AND AUTOMATION

We automate the processing of revenue, asset, and account data by directly gathering industry standard sources as well as proprietary client data. Once this data is aggregated and centralized, our technology platform provides tools and reporting for the entire firm, including back office, compliance, management, and advisors. Data automation delivers accurate commission payouts, timely compliance flags, up-to-date reporting, and precise customer balances. Our platform interfaces with clients’ systems, vendors, and external distribution points. We provide ongoing data management ensuring our client’s data is complete, up-to-date, accurate, and secure.

 KEY BENEFITS

  • Real-time Data Automation
  • Detailed Revenue & Asset Data
  • Secure & Reliable Architecture
  • Strong Data Integrity Controls
  • Reliable, Clean Data
  • Support & System Monitoring
  • Extensive Industry Knowledge
  • Supports Business Growth
  • Improves Operational Efficiency

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