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is ideal for:

Financial advisors
and planners

Tax preparers


Banks and trusts


Existing Customers   

New Customers   



Provide world class Internet-based tax lot accounting services and portfolio management tools for retail investors and financial institutions.

GainsKeeper is a part of Wolters Kluwer Financial Services. GainsKeeper provides automated financial tools and services for the investment community. GainsKeeper Institutional Services ( provides ASP solutions for financial institutions, enabling its partners to offer sophisticated tax lot accounting and automated advice tools to their customers without incurring the high cost of building, maintaining and housing the systems and operations staff necessary to provide these institutional-quality services.

Individual investors and professionals seeking tax lot accounting services and capital gain/loss calculations for the Schedule D, including cost basis adjustments for wash sales and corporate actions, can utilize GainsKeeper's service at

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