Rockit Solutions | Fi-Tek Trust Accounting and Wealth Management Platform
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Rockit® Solutions

Fi-Tek provides integrated family office technology solutions through its wholly owned subsidiary, Rockit® Solutions (formerly a Rockefeller Group company). With the acquisition of Rockit Solutions Fi-Tek broadened its solution offerings in the Family Office segment and emerged as a leading player in this 7 trillion dollar global market.

Rockit Solutions is a technology enabled Family Office service provider to over 300 single and multi-family offices, investment advisors, RIAs and other financial institutions. The integrated Family Office Solution from Rockit has extensive functionalities integrated on a single platform and provided as a full outsourcing solution to the single family office, RIAs and other partnership and trust structures.

Key Benefits

  • Graphically sophisticated, easy to navigate technology platform with customizable dashboards for key investment data
  • Complex data captured from diverse sources aggregated, processed and reconciled to ensure data consistency across the platform
  • Flexible reporting engine enabling on-demand reports covering a host of data elements – data accessible through ad-hoc queries or from a rich library of reports
  • Integrated General Ledger provides capabilities for financial statements and double sided ledger
  • Family Member Portal developed using the IBM Cognos platform – providing the family members with a look thru into entities and investments with a high degree of Data Visualization
  • Intuitive web-based tool for wealth holders and advisers, that provides secure access to the accounts online and offers an array of reports with high level of customization
  • Partnership Accounting and Tax Services available for those who invest through family limited partnerships or other pooled investment vehicles

 

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