Charlotte Lally's Contact Details

Charlotte Lally's Company Details

Rockit Solutions LLC

Stamford, CT, US • 100 - 249 Employees
Financial Services

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 View™ 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.