Rockit Solutions, LLC is a leading provider of outsourced data aggregation and reporting services. With our innovative platform, we offer personalized solutions tailored to meet the complex wealth information needs of advisors, family office professionals, trust companies, and other institutions. Our comprehensive Wealth Information Management Solution Suite includes data aggregation, reconciliation, and data enrichment, investment and performance reporting, portfolio accounting, principal and income trust accounting, and partnership accounting and tax services.

We ensure data integrity while maintaining the privacy and confidentiality of your information. What sets us apart is our commitment to accuracy and consistency. We capture data from multiple sources, reconcile it daily, and enrich it with public and private data for a complete and accurate financial picture.

Our focus on data integrity means you can trust the insights and reports generated by our platform. With customizable reporting templates and easily accessible information through our web-based portal, Rockit® Command, and Portfolio View ™, our clients have the power to retrieve personalized, on-demand reports for various purposes like investment monitoring, trust administration, financial administration, portfolio analysis, partnership accounting and tax, and cash analysis. Discover how Rockit Solutions can help preserve your wealth through our technology-enabled services.

Contact us today to learn more and request a demo