Rockit® Solutions – Powering Family Office Excellence

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, providing a full outsourcing solution to the single-family office, RIAs, and other partnership and trust structures.

Features

• 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 a high level of customization
• Partnership Accounting and Tax Services available for those who invest through family limited partnerships or other pooled investment vehicles