In the complex world of private wealth management, customized reporting is an absolute necessity. Rockit™ is a technology-enabled service that seeks to ensure that complex data from multiple sources—custodians, managers, brokers, banks and others—is aggregated, processed and reconciled with unsurpassed attention to accuracy and timeliness, allowing you to make smart confident decisions on a timely basis.

Rockit™ was created by the professionals at Rockefeller & Co., Inc., and is based on their years of experience managing family wealth. In 2005, Rockefeller & Co. made Rockit™ an independent business, offering its integrated information management services to other wealth holders and their advisors—clients who demand the same timely, accurate reporting and exceptional personal service.  more >