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Terrapin Technologies provides data aggregation, automation, and management for wealth management data (including brokerage and held-away assets) to give firms a complete, global view of their business. It offers automated incentive compensation management and flexible tools for advisor planning, tracking, calculating, and paying commissions, along with reporting and analytics to drive growth and efficiency. The platform also includes compliance solutions (AML and KYC) and a web-based system that automates operations across compensation, compliance, and reporting to boost productivity and regulatory adherence.
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