GK for Advisors encapsulates GainsKeeper's powerful portfolio management services in a product designed for CPAs, CFPs, and other professionals. Multiple "client portfolio Login IDs" are aggregated under a single private Pro Login ID. Professionals can use GK for Advisors to create and maintain individual client accounts or to link existing individual GK accounts. GK for Advisors provides the option to share access to specific client portfolios, and to analyze and prepare individual gain/loss reports for each client portfolio, depending on the specific tax filing needs of your clients.

To satisfy the needs of today's busy advisors, GainsKeeper offers the folowing service: