GainsKeeper® is our award-winning, tax lot accounting solution marketed to the brokerage, fund investment and active trader & individual investor communities. GainsKeeper calculates, tracks and reports cost basis, adjusted for corporate actions and wash sales for 1099 tax reporting and offers a suite of tax smart tools.
The cost basis compliance solution of choice at blue chip brokerage firms, GainsKeeper is available today-as an enterprise system or stand-alone solution-with the functionality you need-including Phase 3 coverage of debt, to comply with the cost basis reporting law.
This solution is also relied upon by more than 4,500 U.S. mutual and hedge funds to automate complex investment fund calculations & tax reporting.
When it comes to tax lot accounting, cost basis reporting compliance, and fund tax reporting, GainsKeeper is a proven solution built on expertise you can trust.