Confluence of Wealth in the UHNW Space: Family Office, Trust and Private Client

Today’s wealth management landscape, and more specifically the HNW & UHNW sector is growing rapidly with needs of new products and services. They are invested in Specialty Assets such as Private Equity, Partnerships, Hedge Funds, Direct Investments and SPACs are becoming more common and requires special asset servicing and reporting. Specialty Assets require technology in sync with other public securities to ensure straight thru processing for reporting, performance, and partnership accounting and tax. RockIT and Fi-Tek have a suite of products which have been integrated together to create a Private Wealth Solutions platform – which provides a scalable solution for Specialty Assets as well as public securities.

Subir Chatterjee, President and Chief Executive Officer, RockIT Solutions, LLC

Stuart Hendry, Head, Operations & Performance, Fi-Tek, LLC and RockIT Solutions, LLC