Wolters Kluwer Financial Services announced today that Microsoft Money Plus, the latest release of the popular Microsoft Money product line that helps consumers manage their finances, will include subscriptions to Wolters Kluwer Financial Servicesâ GainsKeeperÂ®, which offers tax-based financial tools and services to the investment community.
GainsKeeper arms investors with accurate cost basis, gain/loss information and trade decision tools that help maximize after-tax returns. Under the arrangement, customers of Microsoft Money Plus Premium and Microsoft Money Plus Home & Business will receive a free one-year subscription to GainsKeeper, which includes 125 transactions in the customerâs GainsKeeper portfolio.
âMicrosoft Money Plus was designed to help consumers simplify the task of money management with innovative tools that take the guesswork and worry out of everyday money issues,â said Chris Jolley, group manager of the Financial Products Group at Microsoft Corp. âGainsKeeper complements Microsoft Money Plus by helping individuals manage their portfolios in the most tax-efficient manner.â
âThrough our integration with Microsoft Money Plus, GainsKeeper provides more investors with the tools they need to save time and alleviate the frustration of manually applying complicated tax laws and cost basis adjustments to their holdings and gain/loss reports,â said Chuck Ross, GainsKeeperâs general manager. âWith year-end tax planning just around the corner, itâs an ideal time for Microsoft Money Plus customers to start accessing GainsKeeperâs tax lot accounting tools.â