Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family. Development began in the late 1990’s on a solution – Rockit Command® – that would consolidate account data from multiple sources, focus on data integrity, accounting, performance and flexible reporting.
Industry
Financial Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Services
HQ Location
333 Ludlow St
South Tower, 3rd Floor
Stamford, Connecticut 06902, US
Keywords
tax serviceswealth managementaccounting servicemanagement solution suiteprivate dataaccounting and investmentoutsourced datamanagement and reportingclient financial assetsportfolio accounting data