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Terrapin Technologies @terrapin

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

Joined March 2007
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  • Followers 191
85 Photos and videos
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
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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. hubs.ly/Q01y05tc0
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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. hubs.ly/Q01xd7Ts0 #FinTech

Pros and Cons of Outsourcing Data Analytics

This article will walk you through the pros and cons of outsourcing your firm's data analytics and conclude with a look at a hybrid approach.

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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. hubs.ly/Q01wsjCM0 #IncentiveCompensationManagement #AdvisorCompensation

Eliminate Shadow Accounting with Incentive Compensation Management Software

Shadow accounting impacts the productivity of your advisors and back-office. Learn the causes and how automating incentive compensation can help.

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Discover five steps to help your firm prepare for the successful implementation of a financial technology platform. hubs.ly/Q01wshdl0 #FinTech #WealthTech #BrokerDealers #WealthManagement
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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. hubs.ly/Q01wshwR0 #FinTech #DataAnalytics #TechnologyOutsourcing

The Value of Real-Time Data Analytics For Broker-Dealers

Real-time data analytics provides broker-dealers the insights required to make better decisions quickly.

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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. hubs.ly/Q01wsjz50 #Leaders #SuccessionPlanning #FinancialAdvisor

Best Practices in Advisor Succession Planning Webinar Recap

In our recent webinar, we explored industry trends, effective models, and the role of technology in financial advisor succession planning. Here are the key takeaways.

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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. hubs.ly/Q01vZc390

Three Ways Data Centralization Will Help Establish Trust in Data

Learn three ways data centralization will help establish trust in data at your firm and utilize it to its full potential.

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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. hubs.ly/Q01vZ5Yc0 #WealthManagement #DirectBusiness

Understanding Direct Business: An Overview for Wealth Management Firms

Learn the basics of direct business and how wealth management firms can leverage this vital asset.

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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. hubs.ly/Q01vCVF_0 #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. hubs.ly/Q01tmfzY0 #RegulatoryCompliance #RegTech #BrokerDealers #RIAs

FINRA’s 2022 Examination and Risk Monitoring Program Report

FINRA released the 2022 Examination and Risk Monitoring Program Report which identifies areas of focus. Here’s what you need to know.

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Learn how Terrapin developed a solution for compliance with FINRA’s customer asset transmit rules for managed money and mutual funds. hubs.ly/Q01tmfv80 #DataManagement #FinTech #WealthTech

Financial Asset Management Compliance

FINRA compliance management solutions for investment firms. Monitor the location and status of customer assets including mutual funds and managed money.

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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. hubs.ly/Q01tmk780 #InvestmentProgram

Research Shows Financial Advisor Headcount Lags Behind Productivity in 2021

Kehrer Bielan research shows that advisor headcount continues to lag behind productivity and firm revenue.

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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. hubs.ly/Q01sK9kV0
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. hubs.ly/Q01sKb8k0 #IncentiveCompensation

Fall 2022 Advisor Compensation Planning Webinar Recap

In our recent webinar we explored effective ways broker-dealers can leverage incentive compensation to drive key results. Here's the recap.

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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. hubs.ly/Q01s340Q0 #TPM #CompensationManagement #BrokerDealers

Third-Party Broker-Dealers Explained

Here's an overview of the third-party broker-dealer model, a summary of advantages and disadvantages, and a list of the current providers.

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