Financial Software
HQ Address
5th Floor, 11 Ironmonger Lane, London, EC2V 8EY, United Kingdom
Website Address
Business introduction
FSL eliminates the pain from the complex world of investment tax management, so you can focus on maximising opportunities for clients
FSL provides specialist investment tax solutions that simplify the process of management, analysis, and reporting
Founded in 1994, FSL provides market-leading solutions and services simplify the process of tax management, analysis and reporting. Its award-winning capital gains software CGiX, is trusted by leading members of the UK’s wealth and investment community to accurately calculate their taxable wealth.
CGiX automates the calculation and reporting of capital gains and losses, reducing risk and complexity while supporting multiple asset types, investor profiles, and jurisdictions, including the UK, US, and Ireland. Its advanced ‘What If’ modelling and portfolio rebalancing tools help advisers deliver personalised, tax-efficient strategies.
FSL also offers Tax Consultancy and a Managed Tax Operations service, handling end-to-end tax administration and reporting. This allows businesses to leverage the full power of CGiX while minimising operational overheads, ensuring compliance, and enhancing client reporting.
Financial Software Solutions
CGiX
CGiX is an award‑winning tax‑management solution from Financial Software Ltd that automates and simplifies capital‑gains and income tax reporting. It supports a wide range of investors, including individuals, trusts, corporations, funds and more. It handles reporting across the UK, US and Ireland, producing compliant, jurisdiction‑specific tax packs. Beyond basic capital gains/loss......
business needs
view solutionExcess Reportable Income (ERI) Data
The dataset covers critical fields often missing from original fund documentation, including equalisation rates, transparent and constant‑NAV fund identification, distributions breakdowns and historical data to enable accurate, compliant ERI reporting for clients with unwrapped offshore investments. ERI Data is fully traceable and validated, giving firms confidence in their reporting, while reducing......
business needs
view solutionManaged Tax Operations
It delivers improved operational efficiency, reduced overhead costs and enhanced data accuracy, allowing staff to focus on core business and client service. Ongoing support is provided via a personalised helpdesk, bespoke training and customisable workflows. Features include tax-modelling, income forecasting, portfolio rebalancing, data feed checks, bulk imports, error resolution, and environment......
business needs
- Business Establishment & Support Services
- Business Process Management & Outsourcing
- Investment Platforms & Tools
Tax Consultancy
Services include tax treatment analysis, asset classification, data cleansing and quality assessments, data‑query resolution, review of tax packs, and overall process streamlining backed by the industry’s most in‑depth corporate actions database and over 30 years of financial expertise. The offering also includes bespoke training courses (for generalists, specialists or those new......
