Whether you’re an advisor or a family office professional, access to timely and comprehensive information about your accounts, transactions, investment managers, cash, income, etc., is critical in today’s global investing environment. Our innovative platform ensures data integrity while preserving the privacy and confidentiality of your information. Discover Rockit’s Solution Suite® and learn about our tailored technology-enabled service offering for all of your complex wealth information needs.
Our end-to-end Wealth Information Management Solution Suite includes Data Aggregation, Reconciliation & Data Enrichment, Investment & Performance Reporting, Portfolio Accounting, Principal & Income Trust Accounting, and Partnership Accounting & Tax Services.