GainsKeeper: Press Release

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Wolters Kluwer Financial Services' GainsKeeper Offered to Microsoft Money Plus Customers
Microsoft Money Plus Customers Receive Access to GainsKeeper's Tax Lot Accounting Tools


Waltham, MA

Wolters Kluwer Financial Services announced today that Microsoft Money Plus, the latest release of the popular Microsoft Money product line that helps consumers manage their finances, will include subscriptions to Wolters Kluwer Financial Services' GainsKeeper®, which offers tax-based financial tools and services to the investment community.

GainsKeeper arms investors with accurate cost basis, gain/loss information and trade decision tools that help maximize after-tax returns. Under the arrangement, customers of Microsoft Money Plus Premium and Microsoft Money Plus Home & Business will receive a free one-year subscription to GainsKeeper, which includes 125 transactions in the customer's GainsKeeper portfolio. Microsoft Money Deluxe users will receive a GainsKeeper subscription that includes 75 transactions for a discounted price of $19.95.

"Microsoft Money Plus was designed to help consumers simplify the task of money management with innovative tools that take the guesswork and worry out of everyday money issues," said Chris Jolley, group manager of the Financial Products Group at Microsoft Corp. "GainsKeeper complements Microsoft Money Plus by helping individuals manage their portfolios in the most tax-efficient manner."

"Through our integration with Microsoft Money Plus, GainsKeeper provides more investors with the tools they need to save time and alleviate the frustration of manually applying complicated tax laws and cost basis adjustments to their holdings and gain/loss reports," said Chuck Ross, GainsKeeper's general manager. "With year-end tax planning just around the corner, it's an ideal time for Microsoft Money Plus customers to start accessing GainsKeeper's tax lot accounting tools."

Microsoft will offer the free and discounted GainsKeeper subscriptions to its Money Plus customers until Dec. 31, 2008. The offer is only valid for new GainsKeeper subscriptions.

About GainsKeeper
GainsKeeper®, a part of Wolters Kluwer Financial Services, provides automated tax-based financial tools and services to the investment community. 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. In addition, GainsKeeper offers products designed specifically for individual investors and accountants to meet their complex tax reporting and portfolio analysis needs. For more information, visit

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, GainsKeeper®, CCH® Capital Changes, NILS INSource®, AuthenticWeb™, CCH Wall Street and GulfPak. 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, securities, and insurance organizations of all sizes throughout the United States. For more information on Wolters Kluwer Financial Services, visit Wolters Kluwer Financial Services is a unit of Wolters Kluwer, a leading global information services and publishing company. For more information, visit


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