CGiX is a capital gains calculation and investment tax management product, used by financial institutions to provide high-quality tax planning and reporting to their customers.

CGiX integrates with more than 30 proprietary and commercial front and back office systems and leverages a unique tax database to guarantee accuracy.


CGiX automates the calculation, tracking, reporting and modelling of the chargeable gains and allowable losses upon investment portfolios.


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.


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.


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


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


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


CGiX also offers a Front Office solution for direct access to clients’ tax reports and future liability analysis.  The analysis tool enables investment managers to consider accurate CGT implications as part of their modelling and asset allocation processes.  Using this functionality can add value to the service provided to clients with suggestions and decisions being reinforced by tax benefits.

CGiX provides the industry’s most accurate calculation of capital gains and allowable losses.

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