Strengthen your client relationships with
accurate capital gains calculations & reporting.
Are complex investment vehicles
creating increased challenges?
Do you want an easier way to help
clients make efficient tax choices?
Growing competition increases the need to set your services apart in a rapidly evolving sector. Demands are changing fast, and pressure is rising to provide up-to-date advice on the most tax-efficient outcomes. Our comprehensive financial & tax software products unlock the power of wealth management 4.0 and take the strain off in-house staff to provide accurate and efficient tax reporting.
Unrivalled insights underpin our offering, meaning you get access to the best financial services industry solutions. Even when navigating niche markets or creating a clear picture of ESG performance, information is tailored to your requirements and accompanied by user-friendly advice. With individual tax reporting software products, fully-managed solutions, and expert consultancy, we simplify the complexity of investment tax management, empowering you to provide efficient and accurate investment tax solutions, elevating your firm’s performance and solidifying your position as a trusted financial partner. With these time-consuming, labour-intensive tasks taken care of, you can focus on optimising portfolio performance and delivering the best outcomes for your clients’ financial success.
We stay at the forefront of fintech & digital transformation
so you can stand out.
“CGiX is incredibly easy to use, great product! Different parts of the business use CGiX in different levels.”
One of the UK’s Largest Wealth Management Firms
“CGiX helps me add value to my relationship with our client. It’s an excellent way for me to reinforce our status and expertise. And differentiates us from the competition.”
A Global Wealth Management Firm