The Corporate actions matching and verification tool automates the analysis and cleansing of portfolios and their underlying holdings. Where unreliable transaction history exists, this tool enables the replacement of any incorrect or incomplete entries with the relevant events using the correct original terms.

Whether validating the history of new client portfolios or migrating data from an alternative service, the correct interpretation of this information is imperative for ensuring the accuracy of CGT calculations.

When a portfolio with incomplete or suspect history is received by FSL, CGiX has the capacity to conduct 90% of corporate actions matching and verification within the interface