Advisors & Accountants

Advisors and Accountants photograph


GainsKeeper for advisors and accountants encapsulates GainsKeeper's powerful portfolio management tools to meet your clients' tax filing needs. You can use GainsKeeper to create and maintain individual client accounts or to link existing GainsKeeper accounts. With GainsKeeper's web-based tools, help your clients track capital gains, generate Schedule D for tax filing and maximize after-tax returns.

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BasisPro provides clients with sophisticated cost basis information and eliminates inaccuracies in cost basis reporting with an application to efficiently calculate this information. BasisPro handles cost basis information for all U.S. equities and mutual funds.

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