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Transform Your Data into a Strategic Asset
If your custodial partner isn't providing the comprehensive data and insights needed to run your business effectively, it's time to transform your data into a strategic asset. Aggregating data from multiple sources is challenging and can hinder your team's ability to get a complete view of your business. Successful wealth management firms know they must break free from reliance on their custodial partner to create real value.
Are fragmented data sources holding your firm back? Terrapin Technologies empowers wealth management firms with integrated data solutions, providing a complete view to drive success.
Schedule Your Free Consultation Today
Discover how Terrapin Technologies can help transform your data into a strategic asset. Schedule a consultation today to see how our customized solutions can drive your firm’s success.
Make Your Data Work for You
We help firms reduce their dependence on custodial partners, enabling them to take control of their data to drive success. Our consultative process allows us to understand your organizational needs and design specific solutions tailored to your firm.
Key Benefits
Advisor Tools
- Real-time Trade & Commissions Blotter: Offers visibility into transactions from all sources, fostering trust in data accuracy and processes for advisors.
- Practice Management Tools: Enables advisors to identify, segment, optimize, and transform their practice as it grows over time.
- Sales Performance Management: Empowers firms and their advisors to reach their fullest potential through goal setting, business planning, and ongoing management.
Reporting & Analytics
- Comprehensive Business Overview: Generates a detailed and consolidated overview to facilitate well-informed decision-making.
- Enhanced Visibility: Fosters accountability and alignment across teams, with easily accessible revenue reporting for better decision-making.
- Consolidated Dashboards: Provides advisors and management with a comprehensive view of production and goals, helping them achieve their objectives.
Automated Workflows
- Efficiency Creation: Streamlines complex processes, reduces manual errors and lowers operational risks.
- Resource Allocation: Improves resource allocation in critical areas like commissions, compliance, and supervision by minimizing the need for manual intervention.
- Increased Productivity: Allows your team to focus on higher-value activities, improving overall productivity and reducing risk.
“Partnering with Terrapin Technologies has fundamentally changed how we manage our data at United Brokerage Services. Their data aggregation solution has given us the visibility we needed across all custodial sources, enabling us to develop tools for our advisors and gain management insights that support informed business decisions. The ability to leverage our data as a strategic asset has been transformational, and we couldn’t be more pleased with the results.”