201 Tresser Blvd Suite 200, Stamford, CT 06901, United States
Wealth Preservation through Technology Enabled Services
Our company stands for outstanding service and high quality. We truly understand the needs of our clients – which is why we focus on integrity, security and future-oriented ingenuity. As qualified and experienced professionals, we base our work with our business partners on quality, transparency and authenticity. Rockit® Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family. Development began in the late 1990’s on a solution that would consolidate account data from multiple sources, focus on data integrity, reconcile discrepancies, and offer flexible reporting. After being established by the Rockefeller family, Rockit Solutions was launched on January 1st, 2000 with our robust platform, Rockit Command®, at the core of Rockit Solutions’ offering. On February 1, 2016, Rockit Solutions became a wholly owned subsidiary of Fi-Tek, LLC and continues to serve a wide range of clients including single and multi-family offices, registered investment advisors, private trust companies and other financial institutions.
It can be branded with your custom logo and colors and is most often the way individual account owners access their financial data. Portfolio View offers an array of report and other features, with a high level of customization....
Rockit®Command’s capabilities include the ability to sort, gather, compare and filter your data virtually in any way you need. It lets you easily review a single account, any group of accounts or all of your accounts....
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 for investment and performance reporting. Maintaining spreadsheets, reconciling data and manually preparing reports can be an inefficient use of time and resources and more importantly, is......