GainsKeeper Pro

GainsKeeper Pro, a web-based portfolio management tool, lets you spend more time consulting and less time calculating. It aggregates your clients’ investment data and automates the process of tax lot accounting and Schedule D preparation, which gives you more time for financial planning and consultation, while also reducing your margin of error.

Put GainsKeeper to work in your practice today. Contact us today — we’ll get you there.

GainsKeeper aggregates your clients’ investment data and automates the process of tax lot accounting and basis tracking. It also allows you to import 1099B data directly into ProSystem fx® Tax – potentially shaving hours off your tax preparation time. 
In addition, GainsKeeper allows you to:

• Quickly populate GainsKeeper accounts with dynamic imports from over 30 brokerage companies.
• Automatically track corporate actions and cash sales.
• Seamlessly import Schedule D data into ProSystem fx Tax.
• Analyze the impact of trades before they are made with easy-to-use analytical tools that maximize gains and after-tax savings. 
• Use the year-end analysis feature to identify tax-saving strategies.

Put GainsKeeper to work in your practice today. Contact us today — we’ll get you there.

Included in GainsKeeper are two complimentary modules: GainsTracker and GainsAdvisor.

• GainsTracker helps you keep concise, organized records of your clients’ investment portfolios, which is essential when providing superior financial planning and advisory services.
• GainsAdvisor identifies trading opportunities that minimize your clients’ capital gains taxes and therefore maximize their after-tax returns.

Put GainsKeeper to work in your practice today. Contact us today — we’ll get you there.

GainsKeeper provides an administrative module that allows you to group all of your client accounts under a single login, giving you quick access to each client’s portfolio. It also lets you aggregate your clients' investment information by importing transactions from more than 30 of the most popular brokerage companies, as well as QIF imports from Quicken® and MS Money® or a Microsoft® Excel® import template.

Put GainsKeeper to work in your practice today. Contact us today — we’ll get you there.

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.