Series - CGiX
As 2023 draws to a close, we wanted to reflect on the past twelve months at Financial Software. A big thank you to our team and everyone who has played a role in our growth and evolution throughout the past year. Let’s recap our highlights: We have plenty of exciting plans for 2024, stay in […]
Wealth managers need an easier way to report on multi and joint accounts. Learn how CGiX can help you do just that. Increasing numbers of middle earners paying tax There are many complexities when it comes to creating accurate client tax reports. And the reporting burden will only get heavier as regulations continue to evolve. […]
We noted on our website in early April that in an update to agents HMRC had quietly buried an announcement that the tax return for 2022-23 would contain new boxes for reporting gains on disposals of Excluded Indexed Securities. FSL promised to respond to this new regulatory requirement and provide our clients with new functionality […]
For some clients, FSL provides secure access to CGiX, our tax calcualtion software, through an internet browser. This enables the centrally managed upgrades and enhancements to be implemented more frequently and easily. During 2020, we have seen more clients opt for this type of ‘hosted’ service and have been monitoring the flow of transactions on […]
Last year, FSL conducted research amongst its customers to understand client needs and identify key areas for development. One of these areas was the What-If module. The CGiX What-If module 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 […]
The foundation of FSL was laid in the front room of a small terrace house in Greenwich in September 1993 by David Pirrie. Initially started as a home project, this fledgling Microsoft Access development progressed toward a full Capital Gains Tax management product. The new software was named ‘CGiX’ by compressing the words ‘CGT’ and […]
CGiX version 7.8 was released for client testing in the final quarter of 2016. Building on the success of the previous release, it continues FSL’s programme of development of the product.
