A leading Wealth Information Management and Reporting Solution, Rockit® Solutions combines its technology, personalized client team, and its time-tested processes to provide a solution that has been the choice of the most demanding investors. Additional services include Partnership Accounting and Tax Services for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs for Investment & Performance Reporting.
Maintaining spreadsheets, reconciling data and manually preparing reports can be an inefficient use of time and resources and more importantly, is fraught with the potential for error. Outsourcing these tasks to Rockit is not only efficient but also provides you with information in which you can have confidence. With Rockit’s specialized reconciliation process, data for trades, dividends, interest payments, and other corporate actions are not only aggregated, it is checked against other third-party sources. This approach seeks to provide a level of accuracy that is distinctive from other competitive solutions while minimizing manual intervention. It also provides the confidence of having an up-to-date and complete picture of your financial information.