Wolters Kluwer GainsKeeper®

Name: Wolters Kluwer GainsKeeper®
Brand: Wolters Kluwer

Wolters Kluwer GainsKeeper® is an institutional tax-lot accounting and cost-basis engine that calculates, tracks, and reports cost basis and realized gains/losses, applying automated wash-sale and corporate-action adjustments and producing data for 1099-series tax reporting.

Est 1836|Valuation $19.4B|Raised $840K

LinkedIn 357K|Website|Web traffic 3.0M|FTEs 21,000|HQ Alphen aan den Rijn, Netherlands

MarketsStatutory & Regulatory Reporting

01Competitive Landscape

Narrative analysis

- GainsKeeper and Scivantage Maxit are institutional cost-basis engines. Maxit is frequently referenced in ecosystem announcements, while GainsKeeper’s differentiator is its Wolters Kluwer compliance/tax content lineage and integration options. - Broadridge functions as a processor/managed-service layer; GainsKeeper can be part of an integrated offering with Broadridge. Buyers should clarify whether they require a standalone engine, a managed service, or a combined processing + cost-basis + tax reporting bundle. - FIS emphasizes fixed-income cost-basis reporting and debt instrument tax complexity. GainsKeeper emphasizes broader brokerage assets, wash sales, corporate actions, debt/options, and digital assets.

Market share and adoption trends (caution)

Some technology stack listings suggest well-known firms use GainsKeeper, but these sources are not authoritative and should be validated through direct references.
Wolters Kluwer’s announcements cite substantial account volumes processed; these are vendor statements and are not independently audited in publicly available materials.

	GainsKeeper (Wolters Kluwer)	Scivantage Maxit®	FIS Fixed Income Cost Basis Reporting Services
Starting Price	Not public (RFI / enterprise quote)	Not public (enterprise)	Contact vendor for enterprise pricing
Suitable for	Broker-dealers / processors needing complex wash sale + corporate actions + debt/options; expanding into 1099-DA crypto	Firms seeking a dedicated cost-basis platform often referenced in industry partnerships	Firms needing fixed-income basis + OID/premium/market discount computations feeding 1099-B/INT/OID
Key Strength	Tax/corporate actions heritage; integration into Wolters Kluwer compliance stack; positioning for digital assets reporting	Frequently integrated/hosted within large service providers and referenced in partnerships	Fixed-income specialization and tax income/basis synchronization
Key Weakness	Sparse public third-party reviews; limited public security attestations; pricing opacity	Enterprise/opaque pricing; may require significant integration	More focused on fixed income—may not cover full multi-asset + corporate actions depth in one engine

01Competitive Landscape

Narrative analysis

GainsKeeper and Scivantage Maxit are institutional cost-basis engines. Maxit is frequently referenced in ecosystem announcements, while GainsKeeper’s differentiator is its Wolters Kluwer compliance/tax content lineage and integration options.
Broadridge functions as a processor/managed-service layer; GainsKeeper can be part of an integrated offering with Broadridge. Buyers should clarify whether they require a standalone engine, a managed service, or a combined processing + cost-basis + tax reporting bundle.
FIS emphasizes fixed-income cost-basis reporting and debt instrument tax complexity. GainsKeeper emphasizes broader brokerage assets, wash sales, corporate actions, debt/options, and digital assets.

Market share and adoption trends (caution)

Some technology stack listings suggest well-known firms use GainsKeeper, but these sources are not authoritative and should be validated through direct references.
Wolters Kluwer’s announcements cite substantial account volumes processed; these are vendor statements and are not independently audited in publicly available materials.

	GainsKeeper (Wolters Kluwer)	Scivantage Maxit®	FIS Fixed Income Cost Basis Reporting Services
Starting Price	Not public (RFI / enterprise quote)	Not public (enterprise)	Contact vendor for enterprise pricing
Suitable for	Broker-dealers / processors needing complex wash sale + corporate actions + debt/options; expanding into 1099-DA crypto	Firms seeking a dedicated cost-basis platform often referenced in industry partnerships	Firms needing fixed-income basis + OID/premium/market discount computations feeding 1099-B/INT/OID
Key Strength	Tax/corporate actions heritage; integration into Wolters Kluwer compliance stack; positioning for digital assets reporting	Frequently integrated/hosted within large service providers and referenced in partnerships	Fixed-income specialization and tax income/basis synchronization
Key Weakness	Sparse public third-party reviews; limited public security attestations; pricing opacity	Enterprise/opaque pricing; may require significant integration	More focused on fixed income—may not cover full multi-asset + corporate actions depth in one engine