Terrapin Technologies
HQ Address
7850 Metro Pkwy, Bloomington, MN 55425, United States
Website Address
Business introduction
Leveraging Financial Data for Efficiency and Insight
Terrapin Technologies provides financial data and reporting solutions for broker-dealers and RIAs. We help firms see the big picture, increase profits, and reduce risk
Terrapin Technologies provides financial data and reporting solutions for broker-dealers and RIAs. We help firms see the big picture, increase profits, and reduce risk.
Who We Are
Founded in 1995, our expertise and technology solutions have helped our clients realize scalable and predictable growth. Our digital platform is designed to automate and improve business processes across the entire firm, including compensation, compliance, and reporting. The web-based technology helps broker-dealers and RIAs increase productivity and operational efficiency, achieve maximum compliance with minimum effort, and make data-driven business decisions. Our passion for getting data in good order, obsession with finding the best solution, and dogged commitment to our client’s success, set us apart from other providers.
Customer Onboarding
When working with Terrapin Technologies, customers can expect a seasoned team that draws on experience from past successes. In the customer onboarding process, a dedicated team will work with your firm to define project goals and milestones based on your firm’s unique needs. We will break down each phase and clearly define expectations, and keep your team updated at every step.
Terrapin Technologies Solutions
Compensation
Automate incentive compensation management processes for efficiency, accuracy, and visibility. Our compensation and commission accounting tools are flexible and configurable and simplifies advisor comp planning and administration. Tracking, calculating, and paying commissions is easy regardless of the uniqueness or complexity of a firm’s compensation program. Trrack All Revenue Sources Our technology platform......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Market & Business Infrastructure
Compliance
Now, more than ever, you need a strong technology partner to navigate the new rules and regulations and the rapid pace of change in all aspects of your organization. We continually upgrade our trade surveillance and compliance solutions to ensure our clients remain compliant with the financial industry’s rules and regulations.......
business needs
view solutionData
Broker-dealers and RIAs receive and process financial data from a myriad of sources. Sources include clearing providers, direct business (“check and app”), and third-party marketers. This data comes in various formats due to a lack of industry standardization. Firms need to transform this data into a consistent and accessible structure......
business needs
view solutionReporting
We turn your data into actionable information helping you make informed data-driven business decisions faster, earlier, and with confidence. Drive growth and increase sales productivity with analytics and performance insights, while reducing operational costs. Our reporting tools delivers business intelligence and analytics, providing a comprehensive outlook of the organization. By......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Market & Business Infrastructure
