Rockit Solutions, Llc

Description

• Rockit® Solutions, LLC is a leading outsourced data aggregation and reporting solution for single-family and multi-family offices, investment advisors, trust companies and other institutions. Our solution suite includes: Data Aggregation, Reconciliation & Data Enrichment Portfolio Accounting Principal & Income/Trust AccountingInvestment & Performance Reporting Partnership Accounting & Tax Services KEY FEATURES Data Confidence. Rockit employs true reconciliation of client data. While some services import data from just one source (i.e., the custodian), Rockit captures data from the initiators of transactions.Rockit® Command, is the powerful technology platform that can be accessed by financial professionals to view their client's financial data. The integrated general ledger provides a deeper level of information awareness to investment decision makers and other trusted advisers. Data maintained in Rockit Command is accessible through either ad-hoc queries or from a rich library of reports.Portfolio View is a web-based tool for wealth holders and advisers that provides secure access to financial information. Portfolio View offers direct and intuitive access to your accounts online. Partnership Accounting and Tax Services, an additional service, is available for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs such as real estate accounting.For more information 866.497.1111 or email Inquiries@rockitco.comAlso visit www.Fi-Tek.com
• 

  Headquarters:201 Tresser Boulevard Suite 200, Town Of Stamford, Connecticut, United States

  More
• 

  Phone Number: +1 866-497-9111

• 

  Website: https://www.rockitco.com

• 

  Employees:80

• 

  Revenue:$10 - 50M

• 

  Legal Name:Rockit Solutions, Llc

• Rockit Solutions, Llc's Social Media

  
• Is this data correct?

• |  NAICS Code: 511210  |

  Show More