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GainsKeeper in the News

Wolters Kluwer Financial Services' GainsKeeper Named 'Readers Choice' By Technical Analysis of Stocks & Commodities Magazine
GainsKeeper Named Favorite in Portfolio Management Category for the Second Year in a Row

WALTHAM, Mass. - Feb. 25, 2008 - Wolters Kluwer Financial Services today announced that GainsKeeper, which provides automated tax-based financial tools and services to the investment community, is the recipient of Technical Analysis of Stocks & Commodities magazine’s 2008 Readers’ Choice Award. This is the second year in a row GainsKeeper has won this honor.

The magazine’s subscribers voted for their favorite products in 20 different categories, choosing GainsKeeper as the winner in the Portfolio Management category. Technical Analysis of Stocks & Commodities’ readership mainly includes affluent active traders, as well as corporate trading departments.

“Traders are looking for portfolio management software that helps reduce portfolio expense and supports generating better returns,” said Chuck Ross, general manager for GainsKeeper. “At GainsKeeper, we continue to improve our core functionality that not only automates tedious processes around tax time, like generating a Schedule D, but also provides specific suggestions for tax loss harvesting that can significantly increase portfolio performance.”

GainsKeeper also helps individual investors and tax professionals identify potential tax planning pitfalls by simulating the tax consequences before an investment is sold. GainsKeeper’s solutions enable financial institutions to offer sophisticated tax lot accounting services to their customers, ranging from back-office outsourcing to fully integrated, Web-based tools and services utilized by the brokerage, mutual fund and fund administration industries.

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About Wolters Kluwer Financial Services

Wolters Kluwer Financial Services provides best-in-class compliance, content, and technology solutions and services that help financial organizations manage risk and improve efficiency and effectiveness across their enterprise. The organization’s prominent brands include Bankers Systems, VMP® Mortgage Solutions, PCi, GulfPak, Desert Document Services, AppOne®, GainsKeeper®, CCH® Capital Changes, NILS INsource®, AuthenticWeb™ and CCH Wall Street®.

Wolters Kluwer Financial Services’ solutions include integrated and stand-alone compliance and work flow tools, documentation, analytics, authoritative information, and professional services. Customers include banks, credit unions, mortgage lenders, and securities and insurance organizations of all sizes throughout the United States. For more information on Wolters Kluwer Financial Services, visit

Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory sectors. Wolters Kluwer has annual revenues (2006) of € 3.4 billion ($4.3 billion), employs approximately 18,450 people worldwide, and maintains operations across Europe, North America, and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, visit