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.
ID:1091141
https://terrapintech.com/ 13-03-2007 14:43:54
992 Tweets
200 Followers
209 Following
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
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
Discover five steps to help your firm prepare for the successful implementation of a financial technology platform. hubs.ly/Q01wshdl0 #FinTech #WealthTech #BrokerDealers #WealthManagement
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
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
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
Read how Terrapin's platform enhanced back-office and accounting processes for a nationally recognized wealth management firm.
hubs.ly/Q01vCVF_0
#CaseStudy #Wealthtech
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
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
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
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
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