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Personalized Client Team

The people of Rockit® Solutions are integral to the success of our business. When you select Rockit, you work with our high-touch implementation support team to facilitate your access to the benefits and features of Rockit® Solutions. As the implementation progresses, you will also be working with your assigned client service team, a seasoned group of professionals serving as the access point to all the expertise within Rockit® Solutions, from daily operations to performance measurement to reporting.

The client service teams will work with you to structure your data so that it is presented in the way that is most useful for your needs, including:

  • Tailored client and account relationships, which can be rolled up or consolidated in a variety of ways
  • Customized asset allocation models
  • Performance calculations and benchmarks
  • Segregation of principal and income for trust accounting

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.