Rockit™ gives you a tremendous number of functions and reports from which to choose, including periodic and on-demand reporting that lets you define and run exactly the reports that you want.
Reporting covers a wide range of categories, including Investment Monitoring, Tax Prep Facilitation, Financial Administration and Partnership Administration, and all are accessible through a multitude of tools in the form of reports and ad-hoc queries.
In order to help you determine which reports you most need, your personal team of specialists will help you determine how best to utilize our offerings to meet your information needs. Your team will continue to support you by helping to refine and adjust our reporting as your needs evolve.
Once your reporting requirements have been defined, we will tailor your periodic Statement Package using either standard or customized reports to ensure a seamless transition from your legacy system.