Rockit Solutions

Fi-Tek Wealth Solutions is a comprehensive provider of wealth management technology specifically tailored for family offices and private equity funds. Harnessing decades of experience, the company offers integrated solutions to manage complex wealth structures. Their platform, Rockit® Command, is designed to streamline operations by integrating investment, performance, and accounting data, reducing the need for multiple system integrations and minimizing risk.

Fi-Tek’s solutions cater to the unique needs of family offices by providing a seamless blend of technology and expert service. The platform supports a full suite of family office functions including accounting, tax, and alternative asset management. Fi-Tek Specialty Assets delivers a single solution for alternative investments, offering data collection, ingestion, validation, and reporting capabilities.

Key features of Fi-Tek’s offerings are centered around the integration of multiple financial functions into a single, cohesive platform. This approach eliminates the complexity and cost associated with maintaining a diversified technology stack. Through Rockit® Command, Fi-Tek provides a unified solution that supports both middle and back-office operations.

The client base of Fi-Tek Wealth Solutions includes single-family offices, multi-family offices, and private equity funds. The company collaborates with subject matter experts in accounting, tax, and investment management to deliver tailored solutions that meet the specific needs of each client. This collaboration is enhanced by their experienced team of technologists, analysts, and software engineers who work closely with clients to optimize their operations.

On a technical level, Fi-Tek offers a robust platform with capabilities for data integration and management. The Rockit® Command system is designed to serve as the authoritative source for financial records, ensuring data accuracy and consistency across the board. The company’s solutions are fortified by years of servicing complex wealth structures, providing a reliable and tested operating model.

Integration options with Fi-Tek’s platform include API access for seamless data connectivity and partnerships with various ecosystem partners. This allows for efficient integration with existing systems, ensuring a smooth transition and ongoing operational efficiency.