A century of wealth management history rolled into one cost-effective solution.
Rockit®Command’s dashboard is comprised of a series of pages where you can select what information appears on each tab and on each page – perfect for grouping by subject type (e.g., investments or cash) or by family members.
The integrated general ledger is the starting point for capturing important details of investment portfolios. In addition, Rockit allows for the segregation of principal and income, important for many trust accounting functions.
Integrated General Ledger
Rockit®Command was conceived and built with an integrated, two-sided general ledger. The general ledger provides for a greater level of detail not normally available in a standard portfolio management system.