Tertiary Navigation
Relevant solutions
GainsKeeper Brokerage
Offering the debt and options functionality you need to meet 1099 tax reporting requirements, GainsKeeper® calculates cost basis― adjusted for corporate actions and wash sales― and applies multiple lot relief methods for many of the top blue chip brokerage firms.
Corporate Actions Suite
This suite of solutions provides financial institutions, accounting, and legal professionals with detailed and accurate corporate action taxability information for portfolio and tax lot accounting, cost basis, and withholding tax compliance.