CGiX integrates with more than 30 proprietary and commercial front and back office systems and leverages a unique tax database to guarantee accuracy
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 calculations, CGiX offers powerful “What If” tax‑modelling, income forecasting and model‑portfolio rebalancing tools, enabling advisers and wealth managers to plan tax‑efficient strategies and anticipate future liabilities.
The software is built on over 30 years’ experience and a comprehensive corporate actions database (with data going back decades), giving industry leading coverage and reliability. It integrates with many systems, is fully customisable and scalable, and can be implemented in as little as a month, all designed to reduce manual effort, risk and complexity while ensuring compliance.