information management

At Rockefeller & Co., our wholly-owned subsidiary, Integrated Wealth Services, LLC (“IWS”) is entirely dedicated to providing outsourced back and middle office services to Rockefeller & Co. wealth and investment management clients; single-family offices, multi-family offices and other high wealth business enterprises. IWS uses RockIT™ and RockPort™, time-tested proprietary software developed by Rockefeller & Co. to solve the complex information needs of the multiple-entity, -asset class, -manager and –custodian wealth management world

This comprehensive focus on wealth management lets you review, access, monitor and analyze your wealth.  Our technology uses daily reporting tools to track weights and concentrated positions, and to analyze other investment risks. It lets you choose how to view your data across accounts, entities and investments, based on your preference. 

We offer truly tailored reporting, with more than 100 statement types available in hard copy or electronic (online) form.  And with one data source, you can view accounts with consistency – regardless of whether you have US or non-US securities, alternative investments or other holdings.

The technology is client-driven, efficient and workable. At Rockefeller & Co. you will find one platform that brings it all together: Integrated technology, custom and performance reporting, ease of use and access to a professional staff.