Product Description
About this Product
- Comprehensive aggregation, automation, and management for all your data.
- Automate incentive compensation management processes for efficiency, accuracy.
- Analytics & reporting to see a complete picture of revenue and goals.
About Terrapin Technologies
Terrapin Technologies is a Minnesota-based provider of tech-enabled services for wealth management firms.
We help our customers—spanning banks, credit unions, hybrid RIAs, and independent broker-dealers—simplify complexity, unlock strategic insights, and scale with confidence.
Our platform brings together revenue, asset, and account data from multiple sources. We clean, organize, and structure this data to power our compensation, compliance, and reporting solutions, enabling firms to operate more efficiently and strategically.
Backed by a fully U.S.-based team, we deliver not just technology, but strategic partnership. With two decades of deep industry experience and a relentless commitment to data quality and customer success, we empower wealth management firms of all sizes, from 20-advisor RIAs to Fortune 50 banks.
Our solutions help them turn complex data into actionable insight.
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.