image description

An Outsourced Solution

Rockit’s technology, its experienced professionals and its time-tested processes combine to provide a service that has been the choice of the most demanding investors. 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.

An Outsourced Solution that Delivers

With Rockit’s specialized reconciliation process, data for trades, dividends, interest payments and other corporate actions is 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.

rockitchart3.jpg

Rockit® Solutions technology, its personalized client team and its time-tested processes combine to provide an outsourced 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 such as real estate accounting.