Rockit Solutions, LLC has entered a service agreement with Wells Fargo Family Wealth Group, under which Wells Fargo Family Wealth Group clients will be provided with Rockit's industry-leading wealth data aggregation, reconciliation, and reporting solution designed specifically for family offices, ultra high net worth individuals and financial institutions.

The wealth information management solutions and services offered by Rockit Solutions will enable the Wells Fargo Family Wealth Group to provide its clients with a full spectrum of advice, resources and information on their wealth, regardless of where their assets are held. The service agreement was announced by Michael Cole, Executive Vice President and National Director of Wells Fargo Family Wealth Group, and Roy C. King, Chief Executive Officer and President of Rockit Solutions.

Through web portal access, which also serves as the electronic delivery method for packaged reports and query capabilities, clients can conduct detailed searches and receive summary reports of holdings and transactions, as well as realized and unrealized gain/loss reports. User access is applied at the Client, Account, and Consolidated Account levels. Numerous other reports and notices can also be delivered to individuals and other entitled parties via the web portal.

"We are very pleased that the Wells Fargo Family Wealth Group selected Rockit Solutions, LLC for its data integrity service needs," Roy C. King said. He added, "The due diligence performed by Wells Fargo further validates, as clients also tell us, that Rockit provides the most comprehensive and integrated wealth information solutions available in the market."

"It is imperative that we provide our clients with a robust reporting solution that gives them information about their investments across all their assets, regardless of where the assets reside, and our extensive search for the right wealth information solution over the past year led us to the flexibility, capability and depth of Rockit's integrated wealth technology platform," said Cole.

He added, "Early feedback from clients has been very positive. Rockit™ not only provides superior technology that expertly addresses the complexities of managing ultra high net worth family wealth, but also provides experienced professionals and superior service that is well matched to our own."

According to King, Rockit Solutions, LLC has worked very closely with the Family Wealth Group to selectively train their professionals on how to best utilize and successfully integrate the Rockit™ technology into Wells Fargo Family Wealth Group's existing infrastructure, consistent with the Wells Fargo Family Wealth Group's goal of providing ultra high net worth families with the information, guidance and tools they need to promote responsible stewardship of wealth today and for generations to come.

Wells Fargo's Jay Welker, Executive Vice President, Head of the Wealth Management Group, added, "One of the most attractive features that truly gives Rockit Solutions, LLC a competitive edge is a big picture view of all assets, combined with consolidated reporting services, providing a single source of data, regardless of the location of your assets or whether they are managed within or outside of
Wells Fargo."