Terrapin Technologies

Terrapin Technologies provides data and reporting solutions to wealth management firms. See the big picture, increase profits, and reduce risk with Terrapin.

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Remembering and paying tribute to the fallen, who gave their lives in service to our country on this Memorial Day. Their sacrifice will never be forgotten. #MemorialDay

[Terrapin Technologies @terrapin]

For all the mothers and the mothers-at-heart, thank you for your care and kindness. Happy Mother’s Day!

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“Yesterday is not ours to recover, but tomorrow is ours to win or lose.” ― Lyndon B. Johnson, 36th President of the United States.

Happy Presidents’ Day from Terrapin!

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This #MLKDay, we honor his dedication to creating a more just and equitable society.

In the spirit of his legacy, you can use this link below to find volunteer opportunities in your area or check in with your local community center. https://t.co/5ANqNP5fX1

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Is your wealth management firm debating outsourcing data analytics and business reporting? Check out our blog for the pros and cons of data analytics outsourcing and concludes with a look at a hybrid approach.
https://t.co/M7hrGRuzRv #FinTech

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Shadow accounting impacts the productivity of both your advisors and your back-office. Learn what causes shadow accounting and how automating incentive compensation can help eliminate it. https://t.co/JHGr0lpBoI #IncentiveCompensationManagement #AdvisorCompensation

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Discover five steps to help your firm prepare for the successful implementation of a financial technology platform. https://t.co/nuM5rk5ss8 #FinTech #WealthTech #BrokerDealers #WealthManagement

[Terrapin Technologies @terrapin]

Real-time data analytics enables you to make better decisions faster, earlier, and with confidence. Click the link below to explore the advantages of having these capabilities. https://t.co/L2eFQzI1KT #FinTech #DataAnalytics #TechnologyOutsourcing

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Looking for strategies to increase financial advisor retention through retirement? Read our webinar recap for advisor succession best practices and comparisons to other popular retirement packages. https://t.co/6hjY7K10zk #Leaders #SuccessionPlanning #FinancialAdvisor

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75% of business executives do not have a high level of trust in their data. Read on for how improved data quality, accessibility across your organization, and timely data-driven decision-making can help establish trust in data at your firm. https://t.co/uT63rxbuUA

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In recent years we have experienced a growing interest in direct business from wealth management firms. Learn the basics of this business model, its benefits and challenges, and how firms can leverage this vital asset.
https://t.co/PAue5uIwRP
#WealthManagement #DirectBusiness

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Season’s greetings and happy New Year from all of us at Terrapin Technologies! #HappyHolidays

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Read how Terrapin's platform enhanced back-office and accounting processes for a nationally recognized wealth management firm.

https://t.co/xkqpI7e8hc
#CaseStudy #Wealthtech

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Has your firm taken steps to strengthen its compliance program? Key takeaways from the 2022 Examination and Risk Monitoring Report include "best practices" to help you get that done. https://t.co/j5jlcEQhFc #RegulatoryCompliance #RegTech #BrokerDealers #RIAs

[Terrapin Technologies @terrapin]

Learn how Terrapin developed a solution for compliance with FINRA’s customer asset transmit rules for managed money and mutual funds. https://t.co/woD8IE4Emq #DataManagement #FinTech #WealthTech

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After a year of increased productivity, investment programs are looking to keep the ball rolling. That being said, some looming challenges lie ahead, like advisors exceeding capacity and a predicted decrease in headcount. https://t.co/mafZHXVBuo #InvestmentProgram

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Wishing you all a full and happy Thanksgiving from Team Terrapin! #Thanksgiving

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Tracking alternative KPIs like household penetration and net new assets remains a struggle for many BDs and RIAs, with fewer than 1 in 5 being able to report these data points. Read on for insights and how Terrapin helps firms to capture these KPIs. https://t.co/Yvk5MZdlF8

[Terrapin Technologies @terrapin]

Did you miss our most recent webinar on Advisor Compensation Planning? Read on for insights on why broker-dealers fail to fully leverage incentive compensation and how to use this vital tool to achieve business objectives.
https://t.co/D3umTp475Z #IncentiveCompensation

[Terrapin Technologies @terrapin]

A growing number of banks and credit unions are partnering with third-party broker-dealers. Read on for an overview of the third-party broker-dealer model and a summary of its advantages and disadvantages. https://t.co/oglpz8F1TS #TPM #CompensationManagement #BrokerDealers