GainsKeeper® Pro Take the work out of tax lot accounting and Schedule D preparation
GainsKeeper® Pro is a sophisticated, web-based portfolio management tool, developed specifically for professionals to take the work out of tax lot accounting and Schedule D preparation.
GainsKeeper Pro will not only aggregate your clients’ investment data and automate the process of tax lot accounting and basis tracking, it will also allow you to import 1099B data directly into ProSystem fx Tax – potentially shaving hours off your tax preparation time. These time-saving benefits will reduce your costs and allow you to spend more time focusing on financial planning and consultation with your clients.
With GainsKeeper Pro:
Quickly populate GainsKeeper accounts with dynamic imports from over 30 brokerage companies. Save time, reduce your margin of error and immediately begin taking advantage of GainsKeeper’s versatile features.
Automatically track corporate actions and cash sales, saving even more time by eliminating what can be a time-consuming manual task.
Minimize the effort to produce your clients’ tax returns when you seamlessly import Schedule D data into ProSystem fx Tax. Because basis information is tracked and adjusted throughout the year, the direct import feature does the work for you.
Analyze the impact of trades before they are made with easy-to-use analytical tools that maximize gains and after-tax savings. Strong year-end analysis tools quickly identify tax-saving strategies and diversification tools, such as charts and graphs, that help you better strategize for your clients.
GainsKeeper Pro provides an administrative module that allows you to group all your client accounts under a single login, giving you quick access to each client’s portfolio. Aggregate your clients' investment information by importing transactions from over 30 of the most popular brokerage companies, as well as QIF imports from Quicken® and MS Money® or an Excel import template.
