Rockit Solutions, based in Stamford, CT, is a leading data aggregation and reporting solution provider for family offices, investment advisors, trust companies, and other institutions. Their innovative platform ensures data integrity and privacy while delivering timely and comprehensive information about accounts, transactions, investment managers, cash, income, and more. With a tailored technology-enabled service offering, Rockit's 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.
Rockit Solutions differentiates itself through its focus on data integrity, providing an unsurpassed process that delivers accuracy and consistency throughout client portfolios. Their flexible reporting allows for customizable content and formatting templates, empowering clients to retrieve personalized information through on-demand reports for investment monitoring, trust administration, financial administration, portfolio analysis, partnership accounting tax, and cash analysis. With a commitment to delivering a higher level of confidence and accuracy, Rockit Solutions ensures clients have a complete picture of their financial wealth.
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