Smarter Portfolio Modelling and Rebalancing with CGiX

Discover how advisers can make smarter, faster and more tax-efficient decisions using CGiX’s What If and MPS Rebalancing tools. We’ll share practical use cases and live demos to help you deliver more proactive, confident advice throughout the tax year, as well as explore:

• How to save time when analysing disposal across multiple or complex portfolios
• Tips for responding quickly to market, client or regulatory changes
• Ways to strengthen client trust with transparent scenario analysis

You’ll also see how CGiX helps you:

• Model and assess CGT outcomes in advance with What If scenarios
• Identify tax-efficient strategies and manage 30-day repurchase impacts
• Generate clear What If reports and simulate scenarios to support client conversations
• Centralise client data, CGT summaries, and holdings in the Client Overview hub for streamlined decision-making