Whether you are a financial advisor, planner, CPA, or tax-preparer, enrolling
in GainsKeeper’s self-directed Advisor program is the most cost efficient way
to provide GainsKeeper’s services to your clients.
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GainsKeeper offers a free 30-day trial period with no payment required.
During the trial, you can create multiple client portfolios
and record or import up to 25 transactions in each.
Once you subscribe to GainsKeeper, you'll have full access
to the Schedule D and GK’s complete suite of portfolio analytics
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Yearly Subscription Information
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| Advisor Console
- The Advisor Console is now free! The console provide an easy
and convenient way to access all your clients' accounts.
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| Client accounts
- subscribe to the appropriate service level for each client.
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