Decades of Expertise
DECADES OF
EXPERTISE
New Ways of Thinking
NEW WAYS
OF THINKING
Data-driven Insights
DATA-DRIVEN
INSIGHTS
Exceptional support
EXCEPTIONAL
SUPPORT
Helping Socially responsible Investors
HELPING SOCIALLY
RESPONSIBLE INVESTORS
Wealth management 4.0
WEALTH
MANAGEMENT 4.0

TRUSTED FINANCIAL SOLUTIONS

As the market leader in specialist investment tax solutions, many of the financial community’s most established companies have relied on us as their partner for decades.

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WEALTH MANAGERS

We help Wealth Managers provide automated, efficient, and accurate tax reporting with specialist investment tax management solutions - CGiX, Offshore Reporting Funds, and ETHiX. You can also benefit from added support via Service Bureau, Data Consultancy and Tax Consultancy.

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BANKS

Rely on comprehensive specialist investment tax solutions like CGiX and ORF to ease the strain on in-house staff, knowing that our Data Consultancy and Tax Consultancy teams are some of the most knowledgeable specialists in the market.

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PLATFORM & SOFTWARE PROVIDERS

Decades of tax planning experience have gone into creating the award-winning technology behind CGiX CGT calculation software and ETHiX, empowering you with a ready-made tool suitable for even the most complex investment scenarios.

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ACCOUNTANCY FIRMS

To solve the challenges related to offshore reporting funds tax treatment, ORF delivers comprehensive, bespoke data from auditable sources, and explains how to use it.

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STRENGTHEN YOUR
CONNECTION WITH
CUSTOMERS

FSL eliminates the pain from the complex world of investment tax management, so you can focus on maximising opportunities for clients.

We provide a range of bespoke services tailored to your business needs, such as Tax and Data Consultancy, and Service Bureau.

Our insights are driven by data and we are committed to powering a fast-paced transition to wealth management 4.0, while leveraging the latest innovations to achieve a sustainable circular economy.

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MARKET-LEADING FINANCIAL SOLUTIONS

Choose from a suite of financial products and services that streamline the process of investment tax management, analysis and reporting, keeping your data relevant, accurate, and up to date.

CGiX
Award-winning capital gains tax calculator and investment tax management backed by unrivalled expertise.
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ORF
Easily identify offshore funds and determine tax liabilities, in areas such as excess reportable income, using the best fund coverage data in the market.
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ETHiX
The data-driven tool you need to provide independent assessment and in-depth analysis of client portfolios and ESG models.
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Financial Software Ltd.
5th Floor
11 Ironmonger Lane
London EC2V 8EY

+44 (0)20 7011 9940
info@financialsoftware.co.uk
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Uncover the risks of excess reportable income reporting