# Data Aggregation

FINRA’s 529 Initiative: Finding the Needle in the Haystack

FINRA’s 529 Initiative: Finding the Needle in the Haystack

Background In January of this year, FINRA launched an initiative to curb the sales of high cost 529 plan funds to investors. Specifically, they are reviewing the share classes recommended to these investors and if these recommendations met the suitability standard...
Data Aggregation Solutions

Data Aggregation Solutions

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.

Terrapin Technologies: Experience When and Where it Counts

Terrapin Technologies: Experience When and Where it Counts

Say “I do” to the ideal full-service technology solution for your business 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...
Efficient and Accurate Commission Accounting

Efficient and Accurate Commission Accounting

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,...

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