Rockit Solutions

Rockit Solutions

Financial Services, 201 Tresser BLVD Ste 200, Stamford, Connecticut, 06901, United States, 51-200 Employees

rockitco.com

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phone no Phone Number: +12*********

Who is ROCKIT SOLUTIONS

Rockit Solutions, LLC is a leading outsourced data aggregation and reporting solution for single-family and multi-family offices, investment advisors, trust companies and other institutio...

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  • 201 Tresser BLVD Ste 200, Stamford, Connecticut, 06901, United States Headquarters: 201 Tresser BLVD Ste 200, Stamford, Connecticut, 06901, United States
  • 1999 Date Founded: 1999
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7372 | NAICS Code: 511210 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ROCKIT SOLUTIONS

Rockit Solutions Org Chart and Mapping

Employees

Ivy Lin

Reporting and Account Maintenance Team Lead

Susan Joura

Vice President, Client Services, Reporting & Business Development

Tao Feng

Senior Partnership Accountant

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Frequently Asked Questions Regarding Rockit Solutions

Answer: Rockit Solutions's headquarters are located at 201 Tresser BLVD Ste 200, Stamford, Connecticut, 06901, United States

Answer: Rockit Solutions's phone number is +12*********

Answer: Rockit Solutions's official website is https://rockitco.com

Answer: Rockit Solutions's revenue is $50 Million to $100 Million

Answer: Rockit Solutions's SIC: 7372

Answer: Rockit Solutions's NAICS: 511210

Answer: Rockit Solutions has 51-200 employees

Answer: Rockit Solutions is in Financial Services

Answer: Rockit Solutions contact info: Phone number: +12********* Website: https://rockitco.com

Answer: Rockit Solutions, LLC is a leading outsourced data aggregation and reporting solution for single-family and multi-family offices, investment advisors, trust companies and other institutions. Our solution suite includes: Data Aggregation, Reconciliation & Data Enrichment Portfolio Accounting Principal & Income/Trust Accounting Investment & Performance Reporting Partnership Accounting & Tax Services KEY FEATURES Data Confidence. Rockit employs true reconciliation of client data. While some services import data from just one source (i.e., the custodian), Rockit captures data from the initiators of transactions. Rockit Command, is the powerful technology platform that can be accessed by financial professionals to view their client's financial data. The integrated general ledger provides a deeper level of information awareness to investment decision makers and other trusted advisers. Data maintained in Rockit Command is accessible through either ad-hoc queries or from a rich library of reports. Portfolio ViewTM is a web-based tool for wealth holders and advisers that provides secure access to financial information. Portfolio View offers direct and intuitive access to your accounts online. Partnership Accounting and Tax Services, an additional service, is available for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs such as real estate accounting.

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