Customizable Dashboard

No Two Clients are Alike

Rockit recognizes that each client has individual needs and priorities when viewing their investment data. 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. Whether you wish to view summary data or investment-specific data, transaction statements or performance reports, reports by individual accounts or a consolidated view, it’s all up to you.

Each tab can display up to six reports and there are over thirty reports to select from. Once a report is selected, it’s simply a click and drag of the icon to where you want the report to appear.

Click on the video below to preview our custom dashboard: