CGiX

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.

FSL CGiX

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

CAPITAL GAINS TAX

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.

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