The company offers a comprehensive suite of services including data aggregation, reconciliation, and enrichment, portfolio accounting, investment and performance reporting, partnership accounting and tax services. Their technology platform, Rockit Command, provides financial professionals with access to client financial data, while Portfolio View offers secure online access to wealth holders and advisers. Rockit Solutions is known for its true reconciliation of client data, capturing information from the initiators of transactions rather than just the custodian. They cater to single-family and multi-family offices, investment advisors, trust companies, and other institutions, serving as a technology-enabled service provider in the financial industry.