How GainsKeeper Works

GainsKeeper for advisors and accountants provides a console as an easy and convenient way to access all client accounts.

Under a single private Pro-Login ID, you can aggregate multiple client portfolio GainsKeeper Login IDs and use GainsKeeper to create and maintain individual client accounts or to link existing individual GainsKeeper accounts.

GainsKeeper gives you the option to share access to specific client portfolios, and to analyze and prepare individual gain/loss reports for each client portfolio, depending on your clients' tax filing needs.