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Rockit® Solutions: Information Management

Rockit Solutions Information Management

Timely, accurate and accessible reporting is critical in overseeing investment portfolios. That's why we built Rockit®, an integrated wealth information management solution.

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The core of Rockit® Command consists of a powerful transaction processing engine with an integrated general ledger. As a multicustodian, multimanager integrated solution, Rockit® Command offers a variety of on-demand and ad-hoc reports from which to choose. These reports provide information to help monitor investments, facilitate tax preparation and improve financial administration. 

We began initial development of Rockit® Command in 1998, when we realized that the reporting and decision-making capabilities available in the industry were inadequate for the servicing and needs of large, complex portfolios. Today, many wealthy families, family offices and institutions come to Rockefeller Financial specifically for Rockit®.

Distinguished by Service
Rockit® Data Integrity Services uses a unique reconciliation process that compares transaction data to custodian control data. Accountants, analysts and administrators process, reconcile and review data to verify the accuracy of the information and drive the effort to resolve issues as quickly as possible.

What you get:  Comprehensive, consistent and timely wealth information from a single and accurate data source.

Learn more

Go to the Rockit website at www.rockitco.com to learn more.

See the Rockit® Demo

Register to see a demonstration of the power of Rockit®.

Read the Rockit® Review

Read the review of Rockit® in the Trust and Estates magazine technology newsletter.