Connect hybrid RIA data across advisory and brokerage business.
Terrapin helps hybrid RIAs bring together the data behind advisory business, brokerage activity, advisor compensation, reporting, and compliance workflows. With a stronger data foundation, your firm can manage complexity across business models, reduce manual work, and support growth with greater confidence.
Unify the data across your business
Hybrid RIAs operate across two connected but distinct worlds: advisory business and brokerage activity. That structure gives firms flexibility, but it also creates operational complexity when revenue, account, advisor, compensation, and compliance data live across different systems and workflows.
When those data sources are disconnected, teams spend too much time reconciling information, reviewing spreadsheets, preparing reports, and answering questions from advisors, leadership, and compliance stakeholders.
That complexity becomes harder to manage as the firm grows. Adding advisors, expanding custodial relationships, adjusting compensation structures, or increasing advisory and brokerage activity can create more manual work unless the data foundation underneath the firm is built to support scale.
How Terrapin helps hybrid-RIAs
Connect advisory and brokerage data
Bring fee-based, commission-based, account, advisor, and product data into a cleaner foundation for operations and reporting.
Support complex advisor compensation
Manage payout structures, splits, tiers, overrides, trailers, adjustments, and advisor relationships with less manual calculation work.
Improve reporting visibility
Give leadership, operations teams, managers, and advisors more reliable insight into revenue, production, assets, compensation, and trends.
Reduce operational drag as you grow
Support new advisors, custodians, business lines, and reporting needs without rebuilding manual workflows each time.
Support growth across a hybrid model
Hybrid RIAs need data that reflects the full picture of the business. Advisory fees, brokerage revenue, advisor activity, client relationships, account data, and compensation details all need to come together so teams can manage the firm with confidence.
That can be difficult when advisory and brokerage activity move through different systems, custodians, platforms, and reporting processes. Teams may spend too much time reconciling information, validating revenue, preparing reports, or answering basic questions about performance across the business. As the firm grows, those gaps become harder to manage manually.
Terrapin helps hybrid RIAs bring advisory and brokerage data into a more connected foundation. Your team can reduce reconciliation work, improve visibility across revenue streams, and support the workflows that depend on accurate data, including compensation, reporting, compliance, and advisor support.
Frequently Asked Questions
Hybrid-RIA Fit
What does Terrapin help hybrid RIAs do?
Terrapin helps hybrid RIAs connect advisory, brokerage, advisor, compensation, reporting, and compliance data so teams can reduce manual work and operate from a more reliable data foundation.
Is Terrapin only for large hybrid RIAs?
No. Terrapin is designed for wealth management firms with complex data, compensation, reporting, and compliance needs. The right fit depends less on firm size alone and more on the complexity of the firm’s operating model.
Advisory and Brokerage Data
Can Terrapin support both advisory and brokerage data?
Yes. Terrapin can support data across advisory fees, brokerage revenue, account activity, advisor relationships, product data, and other firm-specific sources used for compensation, reporting, and operations.
How does Terrapin connect advisor, account, and revenue data?
Terrapin brings advisor, account, revenue, transaction, and product data into a more consistent structure. This helps firms reduce reconciliation work, support compensation calculations, improve reporting, and give teams a clearer view of activity across advisory and brokerage business.
Does Terrapin work with custodians and brokerage platforms?
Yes. Terrapin can work with data from custodians, brokerage platforms, clearing firms, direct business sources, and other systems used by hybrid RIAs. This helps firms connect the information needed to support compensation, reporting, compliance, and operations.
Operations and Growth
How does Terrapin support hybrid RIA compensation?
Terrapin supports complex advisor compensation by helping firms manage revenue data, payout rules, splits, tiers, overrides, trailers, adjustments, and reporting through a more automated process.
How does Terrapin reduce manual work for hybrid RIAs?
Terrapin reduces manual work by automating data aggregation, normalizing information, supporting compensation workflows, and reducing reliance on spreadsheets and disconnected reporting processes.
Does Terrapin help with reporting and leadership visibility?
Yes. Terrapin helps hybrid RIAs turn connected data into more useful reporting for leadership, operations teams, managers, and advisors.
See how Terrapin can support your hybrid-RIA.
Schedule a discovery call to discuss your advisory and brokerage data, advisor compensation process, reporting needs, and growth goals.