Rockit Solutions, LLC Offers Consolidated, Daily Account Information Online to Wells...

Rockit Solutions, LLC Offers Consolidated, Daily Account Information Online to
Wells Fargo Family Wealth Group Clients
Rockit's Industry-Leading Wealth Data Aggregation, Reconciliation, and
Reporting Solution A Strong Fit for Wells Fargo Ultra High Net Worth Clients

NEW YORK and SAN FRANCISCO, July 22 /PRNewswire/ -- Rockit Solutions, LLC
has entered a service agreement with Wells Fargo Family Wealth Group, under
which Wells Fargo Family Wealth Group clients will be provided with Rockit's
industry-leading wealth data aggregation, reconciliation, and reporting
solution designed specifically for family offices, ultra high net worth
individuals and financial institutions.
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The wealth information management solutions and services offered by Rockit
Solutions will enable the Wells Fargo Family Wealth Group to provide its
clients with a full spectrum of advice, resources and information on their
wealth, regardless of where their assets are held. The service agreement was
announced by Michael Cole, Executive Vice President and National Director of
Wells Fargo Family Wealth Group, and Roy C. King, Chief Executive Officer and
President of Rockit Solutions.
Through web portal access, which also serves as the electronic delivery
method for packaged reports and query capabilities, clients can conduct
detailed searches and receive summary reports of holdings and transactions, as
well as realized and unrealized gain/loss reports. User access is applied at
the Client, Account, and Consolidated Account levels. Numerous other reports
and notices can also be delivered to individuals and other entitled parties
via the web portal.
"We are very pleased that the Wells Fargo Family Wealth Group selected
Rockit Solutions, LLC for its data integrity service needs," Roy C. King said.
He added, "The due diligence performed by Wells Fargo further validates, as
clients also tell us, that Rockit provides the most comprehensive and
integrated wealth information solutions available in the market."
"It is imperative that we provide our clients with a robust reporting
solution that gives them information about their investments across all their
assets, regardless of where the assets reside, and our extensive search for
the right wealth information solution over the past year led us to the
flexibility, capability and depth of Rockit's integrated wealth technology
platform," said Cole. He added, "Early feedback from clients has been very
positive. Rockit not only provides superior technology that expertly addresses
the complexities of managing ultra high net worth family wealth, but also
provides experienced professionals and superior service that is well matched
to our own."
According to King, Rockit Solutions, LLC has worked very closely with the
Family Wealth Group to selectively train their professionals on how to best
utilize and successfully integrate the Rockit(TM) technology into Wells Fargo
Family Wealth Group's existing infrastructure, consistent with the Wells Fargo
Family Wealth Group's goal of providing ultra high net worth families with the
information, guidance and tools they need to promote responsible stewardship
of wealth today and for generations to come.
Wells Fargo'sJay Welker, Executive Vice President, Head of the Wealth
Management Group, added, "One of the most attractive features that truly gives
Rockit Solutions, LLC a competitive edge is a big picture view of all assets,
combined with consolidated reporting services, providing a single source of
data, regardless of the location of your assets or whether they are managed
within or outside of Wells Fargo."
About Rockit Solutions, LLC
Rockit Solutions, LLC, a wholly-owned subsidiary of Rockefeller & Co.,
Inc., provides an industry leading wealth data aggregation and reporting
solution for single-family and multi-family offices, high net worth
individuals and financial institutions. Since 2000, the Rockit(TM) solution
suite has enabled wealth holders and their advisors to make better financial
decisions through Rockit's proprietary technology and services which allows
complex data from multiple sources-custodians, managers, brokers, banks and
others-to be aggregated, processed and reconciled daily with unsurpassed
attention to accuracy and timeliness.
Rockit(TM) Command, with a powerful transaction processing system and an
integrated general ledger, is the technology platform at the center of
Rockit's comprehensive solution, providing a single view of information
originating from multiple and diverse data sources.
The integral component of the solution suite is Rockit(TM) Data Integrity
Services, teams of professionals who leverage Rockit(TM) Command technology
platform to provide family office services. Rockit(TM) Custom Reporting,
Partnership and Trust Accounting Services are also available to meet the
specific needs of our clients.
For more information about the Rockit(TM) solution suite and our
professionals, please visit our website at http://www.rockitco.com/, or call
866.497.9111.
About Wells Fargo Wealth Management Group
Wells Fargo Wealth Management Group offers a full range of financial
services and products to help individuals and families build, manage, preserve
and transfer their wealth. Wells Fargo Private Bank and Private Client
Services provide teams of experienced local professionals who advise clients
on complex financial issues, and provide them with investment management,
private banking, trust and estate, insurance and brokerage services provided
through Wells Fargo Investments, LLC. Wells Fargo Wealth Management Group
oversees more than $256 billion in assets.
Wells Fargo & Company (WFC) is a diversified financial services company
with $609 billion in assets, providing banking, insurance, investments,
mortgage and consumer finance through almost 6,000 stores and the internet
(wellsfargo.com) across North America and internationally. Wells Fargo Bank,
N.A. is the only bank in the U.S., and one of only two banks worldwide, to
have the highest possible credit rating from both Moody's Investors Service,
"Aaa," and Standard & Poor's Ratings Services, "AAA."
Investment Products:
-- NOT FDIC Insured
-- NO Bank Guarantee
-- MAY Lose Value

The Wells Fargo Family Wealth Group provides financial products and
services through Wells Fargo Bank, N.A. and its affiliates.
SOURCE Rockit Solutions, LLC; Wells Fargo Wealth Management Group

Deborah Burns, +1-203-331-0677 or +1-203-257-3163,
deborah@burnscommunications.net, for Rockit Solutions, LLC; or Kathleen Golden
of Wells Fargo Family Wealth Group, +1-415-396-4024,
Kathleen.golden@wellsfargo.com