by James Pfeiffer | Last updated Jun 13, 2019
The month-end close process for broker-dealers is anything but simple. Intricate commissions and incentive compensation plans, plus regulatory oversight add to the already complicated, tedious process. Poorly executed procedures can be detrimental to a firm. Making...
by James Pfeiffer | Last updated May 21, 2019
SUMMARY In this case study, learn how Terrapin’s advisor incentive compensation management solution streamlined the commission accounting process for the Fulton Financial Advisors Division of Fulton Bank, N.A. bringing improved efficiency, accuracy, and visibility....
by James Pfeiffer | Last updated May 15, 2019
SUMMARY In this Customer Success Story, learn how Terrapin overcame numerous implementation challenges when replacing a legacy technology platform for a Fortune 500 brokerage firm. THE CLIENT This Terrapin Technologies client is a leading nationwide brokerage firm. As...
