GainsKeeper in the News

Press Releases

08/12/2014Wolters Kluwer Financial Services and Broadridge Tax Services Have Teamed to Develop a Comprehensive Tax Reporting and Investment Compliance Solution
02/26/2014Wolters Kluwer Financial Services Announces that Jefferies Has Selected GainsKeeper® for Cost Basis Reporting Compliance
10/28/2013Wolters Kluwer Financial Services Adds Securities Lending Functionality to GainsKeeper FundTax &tm;
09/30/2013Genworth Financial Trust Company Chooses GainsKeeper® from Wolters Kluwer Financial Services for Cost Basis Reporting Compliance
07/29/2013Wolters Kluwer Financial Services Securities Expert Receives Tony Fireman Award from Shareholder Services Association
07/16/2013Wolters Kluwer Financial Services Launches GainsKeeper CompleteDebt™
04/29/2013GainsKeeper® - from Wolters Kluwer Financial Services, Now Has Debt and Options Functionality for Cost Basis Reporting Phase 3 Compliance
06/13/2012Wolters Kluwer Financial Services Helps Securities Firms Simplify Corporate Actions Compliance Challenges
03/22/2012Wolters Kluwer Financial Services’ GainsKeeper Generates Investors’ IRS Form 8949 Reports for Tax Filing
02/21/2012Wolters Kluwer Financial Services Offers
Cost Basis Readiness Checklist for Fixed Income and Options
01/09/2012Wolters Kluwer Financial Services Unveils Top 10 Corporate Actions of 2011
09/08/2011Linedata Expands Use of Wolters Kluwer Financial Services’
GainsKeeper Capabilities
01/19/2011Wolters Kluwer Financial Services Unveils Top 10 Corporate Actions of 2010
12/06/2010Wolters Kluwer Financial Services Enhances Capital Changes Product for Cost Basis Reporting
03/02/2010SogoTrade Chooses GainsKeeper to Simplify Tax Reporting for Investors
12/01/2009 Worthless Stock, Selling Gains and Getting Your Cost Basis in Order Top List of Tips for 2009 Year-End Tax Planning
09/28/2009 Celent Report: Why C-Level Executives Should be Concerned About the New Cost Basis Reporting Rules
02/05/2009 GainsKeeper Helps Firstrade Meet Customers' Tax-Lot Accounting Needs and Prepare for Cost Basis Reporting Law
01/12/2009 OppenheimerFunds, Inc. Selects Wolters Kluwer Financial Services' GainsKeeper to Help Meet New Requirements of Cost Basis Reporting Law
12/01/2008 Tax-Smart Investment Planning Before Year-End Can Make a Difference
10/15/2008 GainsKeeper's Enhanced Short Sale Automation Ready Now for New Cost Basis Reporting Law
08/13/2008 Wolters Kluwer Financial Services Launches Cost Basis Reporting Resource Center
05/13/2008 Wolters Kluwer Financial Services’ GainsKeeper Offers Readiness Checklist for Proposed Cost Basis Reporting Legislation
02/25/2008 Wolters Kluwer Financial Services' GainsKeeper Named 'Readers Choice' By Technical Analysis of Stocks & Commodities Magazine
01/22/2008 U.S. Bancorp Fund Services Chooses Streamlined Solutions from Wolters Kluwer Financial Services and Advent Software
08/15/2007 Wolters Kluwer Financial Services' GainsKeeper Offered to Microsoft Money Plus Customers
07/09/2007 Wolters Kluwer Financial Services Introduces GainsKeeper REIT Reporting Tool
06/04/2007 Zecco Trading Chooses Wolters Kluwer Financial Services' GainsKeeper to Meet Customers' Tax-Lot Accounting Needs
02/21/2007 Wolters Kluwer Financial Services' GainsKeeper Awarded Readers' Choice Award by Technical Analysis of Stocks & Commodities Magazine
02/20/2007 Wolters Kluwer Financial Services Names Stevie Conlon Tax Director of GainsKeeper
01/18/2007 Davenport & Company Selects Wolters Kluwer Financial Services' BasisPro to Save Time on Complicated Cost Basis Calculations and Research
12/06/2006

GainsKeeper FundTax Automates Wash Sale Calculations for Integrated Investment Services

11/13/2006 Wolters Kluwer Financial Services Includes Cost Basis Calculator in TurboTax for Tax-Year 2006
02/21/2006 optionsXpress Integrates GainsKeeper for Fast, Accurate Capital Gains Reporting
01/18/2006 Wolters Kluwer Financial Services Announces New GainsKeeper Tool for Determining Cost Basis Quickly
09/29/2005 GainsKeeper Strengthens Tax Lot Accounting Offering With Key Tax Reporting Tools
03/22/2005 MB Trading Chooses GainsKeeper For Tax Lot Accounting Tools
03/22/2005 Interactive Brokers Selects GainsKeeper For Tax Lot Accounting Services
03/01/2005 ChoiceTrade Names GainsKeeper Exclusive Tax Lot Accounting Partner
01/11/2005 GainsKeeper Releases Enhanced GK2005 For Tax Season
11/11/2004 ShareBuilder Selects GainsKeeper to Deliver Automated Tax Services to Retail Customers

News Stories about GainsKeeper

GainsKeeper was recently reviewed in Barron's.  "GainsKeeper is not a typical portfolio tracker: We've seen nothing quite like it. The program automatically calculates the impact of wash sales and corporate actions that affect cost basis or gain/loss on your Schedule D, and seamlessly adjusts your portfolio accordingly. GainsKeeper incorporates a sophisticated set of tools, some of which help you project the ramifications of a buy or sell and allocate your assets wisely. We've always liked GainsKeeper, and it keeps getting smarter; it's the most innovative of the bunch."

GainsKeeper's BasisPro product is included in TurboTax Premier Investments and TurboTax Home & Business products for tax-year 2006.  Read more in the New York Times article "Tax-Help Software: Two Test Drives" and the About.com article "TurboTax for Tax-Year 2006 Preview."

GainsKeeper has been mentioned in numerous publications. Click here to view the GainsKeeper Accolades page.

 

 

Press Contacts
Stephen Boyle
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888.441.3339
email Steve

Charles Miller
Corporate Communications Director
320.240.5457
email Charles

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