Rockit Solutions, LLC
In the complex world of private wealth management, customized reporting is an absolute necessity. RockitTM is a technology-enabled service that seeks to ensure that complex data from multiple sources-custodians, managers, brokers, banks and others-is aggregated, processed and reconciled with unsurpassed attention to accuracy and timeliness, allowing you to make smart confident decisions on a timely basis.
RockitTM was created by the professionals at Rockefeller & Co., Inc., and is based on their years of experience managing family wealth. In 2005, Rockefeller & Co. made RockitTM an independent business, offering its integrated information management services to other wealth holders and their advisors-clients who demand the same timely, accurate reporting and exceptional personal service