CapitalRock, LLC is focused on maximizing sales opportunities within a company’s
customer base. CapitalRock was founded by a group of industry experts that have
been building customer relationship and wealth management solutions for the financial
services market for 20 years. The founders began using expert systems in the financial
planning and wealth management arena in 1987, and over the years have applied various
analytical and rules engines to the areas of online trading, compliance and suitability,
real-time market data distribution, new account opening, and wealth management.
The founders also pioneered the development of a component-based architecture called
the Common Services Architecture (CSA) that is now widely used as a common technology
platform across SunGard Data Systems.
