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CGiX

The market leading capital gains calculation and investment tax management product. Used by financial institutions to provide high-quality tax planning and reporting to their customers.

Key features

  • CGiX automates the calculation, tracking, reporting and modelling of the chargeable gains and allowable losses upon investment portfolios
  • It provides the industry’s most accurate calculation of capital gains and allowable losses
  • Contains an integrated system giving front office staff access to client reports and the ability to run future liability analysis based on ‘what-if’ scenarios

Description

CAPITAL GAINS TAX (CGT)

CGiX’s CGT component contains all the general rules and evolving variations of UK CGT legislation since 1965. The design of the component allows CGiX to quickly evolve and adapt to the continuing changes in tax legislation.

CORPORATE ACTIONS PROCESSING

CGiX’s Corporate Actions Processing component matches and reconciles portfolio transaction histories to an extensive securities taxation database. This produces the industry’s most accurate calculation of capital gains and allowable losses, with the flexibility to configure or accommodate specific business requirements.

INCOME TAX

CGiX enables clients to prepare reliable portfolio income and taxation reporting packs for their customers.

TAXATION DATA

CGiX provides global securities taxation and corporate action information, empowering clients to calculate capital gains and income tax on their customers’ behalf.

REPORTING SUITE

CGiX’s Reporting Suite provides organisations with the detail required to deliver precise and trustworthy information to their customers.

WHAT-IF MODELLING

CGiX also provides ‘What-If’ future liability analysis, enabling fund managers to consider accurate CGT implications as part of their modelling and asset allocation processes.

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Company: Financial Software Ltd (FSL)
Category: Compliance
Released: 29 June 2018
Type: Standard Adapter