Become a GK Alliance Partner and spend more time advising clients
and less time tracking portfolios and record-keeping.
As an Alliance Partner, client data will be automated into GainsKeeper
and you are provided with a dedicated GainsKeeper account executive who
will assist you in maximizing the benefits of GainsKeeper.
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GainsKeeper offers a free 30-day trial period with no payment required.
During the trial, you can create multiple client portfolios
and record or import up to 25 transactions in each.
Once you subscribe to GainsKeeper, you'll have full access
to the Schedule D and GK’s complete suite of portfolio analytics
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Yearly Subscription Information
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Alliance Partner Fee
- $5,000 annually, and
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Client accounts
- Per account fee for each client.
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GK
for enterprise level pricing.
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Partnering Firms
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Seamlessly integrate trading data from Advent AXYS reporting system into GainsKeeper.
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Please contact
Business Development
to inquire about automating transactions into GainsKeeper
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For registration information contact
Shawn Ward,
Director (617) 757-6450 ext. 3058
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