Rockit Solutions, LLC is a provider of an outsourced data aggregation & reporting solution to family offices, investment advisors, trust companies & other institutions

Internet

Outsourcing

Rockit Solutions, LLC

Rockit Solutions, LLC's headquarters in Stamford, CT, United States

Reuben Jeffery

Sheeree Mallozzi

Allan Reich

The Analytical and Operations Team at Rockit Solutions, LLC is responsible for ensuring the accuracy and efficiency of data aggregation and reporting processes. They analyze performance metrics, manage corporate actions, oversee reconciliations, and provide training to optimize operations. Additionally, the team ensures compliance and quality assurance while supporting family offices and investment advisors with reliable data insights and reporting solutions.

Analytical and Operations Team

The Financial Analysis and Operations team at Rockit Solutions, LLC is responsible for ensuring accurate financial reporting and robust data management for clients in the investment sector. The team conducts detailed performance analysis, handles reconciliation of financial data, and oversees pricing strategies to support the company's goal of delivering precise insights and effective solutions to family offices and other financial institutions. Their collaborative efforts help maintain the integrity of financial operations and enhance client satisfaction through meticulous analysis and reporting.

Financial Analysis and Operations

The Finance and Accounting Team at Rockit Solutions, LLC is responsible for managing financial operations, ensuring accurate accounting practices, and providing comprehensive reporting for clients. This team oversees partnership accounting, securities processing, corporate actions, and pricing, while also facilitating financial analyses to support investment decision-making for family offices and other institutions.

Finance and Accounting Team

The Client Services Team at Rockit Solutions, LLC is dedicated to fostering and maintaining strong relationships with family offices, investment advisors, and trust companies. They provide personalized support to clients, ensuring effective communication and timely resolutions to inquiries. With a focus on enhancing client satisfaction, the team collaborates to deliver tailored data aggregation and reporting solutions that align with clients' specific needs.

Rockit Solutions, LLC

Org chart

Teams

Analytical and Operations Team

Financial Analysis and Operations

Finance and Accounting Team

Client Services Team

Offices

Rockit Solutions, LLC

Org chart

Teams

Analytical and Operations Team

Financial Analysis and Operations

Finance and Accounting Team

Client Services Team

Offices

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