Consultancy

FSL Consultancy puts our team of dedicated specialists to work for our clients, providing a unique insight into the implementation, monitoring and operational use of CGiX. The Team also delivers additional value-add services around investment tax data and support. We supply an unparalleled level of personalised service across many aspects of financial and taxation data, while also expanding our clients’ offerings and developing their bottom line as part of our strategic partnership together.

Comprehensive domain knowledge, unrivalled experience and proven results.

The team leverage their comprehensive domain knowledge, wide-ranging financial markets experience and creative problem-solving methodologies to maximise the value of clients’ CGiX installation.

As a complementary service, the Data Team provides research into Offshore Funds, Bonds and Income Tax Data: building a clear, big-picture perspective. Our unrivalled connectivity with Issuers and Fund Managers has resulted in a comprehensive contact database, ensuring that our insight always comes from the best source.

Download factsheet

  • The team has a proven track record of success with the financial
    community’s most established participants, building relationships that are measured in years, not months
  • Every engagement is bespoke to the client’s specific requirements, tailored to meet their customers’ needs and able to evolve in response to market changes
  • FSL leads the field in investment tax management and consultancy, with established relationships and installations at over half of the top ten largest wealth managers by Assets Under Management
  • Our reputation is built on the core principles of delivery and success: solutions that pivot in response to clients’ changing needs, and provide their customers with reliable investment tax data

Contact us

Contact us today to discuss the benefits of leveraging FSL’s service suite. Our team of dedicated specialists transform our clients’ investment tax management: increasing efficiency and enabling organisations to reallocate critical resources. We’re passionate about our business, and we’d like to learn more about yours. We’d be delighted to hear from you and discuss your investment tax challenges.

Contact us