Financial Software invites you to their event

What If Tool - Enhancements and FAQ's

About 45 minutes

About this event

Join our team for a showcase of the latest updates to our What If tool:

  • A modernised interface with a sleek colour palette and updated graphics for a more polished and professional output.
  • Streamlined navigation and an intuitive layout for effortless use.
  • Improved accessibility with key features designed for quicker access, ensuring an efficient, advisor-focused experience.

We'll finish with a FAQ session. If you have any questions, please send them to FSLBA&I@financialsoftware.co.uk beforehand.

Hosted by

  • Team member
    VV T
    Varsha Vora Financial Software Limited

  • Team member
    GL T
    Giulia Lawrence Head of Customer Experience @ FSL

  • Team member
    MP T
    Minakashi Patel

Financial Software

End-to-end tax reporting solutions and services from the creators of CGiX

FSL provides market-leading solutions and services that simplify the process of investment tax management, analysis and reporting.

Its flagship product CGiX, is trusted by leading members of the UK’s wealth and investment community to accurately calculate their taxable wealth.

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