Ellis software has been developed to satisfy the needs of the international investment industry for global tax cost calculations, analysis and reporting. CGCalc is a rule-based tax cost calculation engine. TaxReporter is a highly configurable tax reporting software suite.

Our customers include significant global financial institutions. They are reaping considerable benefit and competitive advantage by using just one tax software product for the different countries in which they are represented.

UK, Swiss and German specific calculation rules and report formats are currently defined for CGCalc and TaxReporter and are in productive use. Throughout 2008-09 we will be working with our customers to broaden these rules to include definitions for other countries. Rules for Germany will be modified to embrace forthcoming legislative change.

Established in 1988, Ellis Financial Systems have an excellent track record as providers of quality commercial software to the financial industry.

HSBC Investment Managment - Live with CGCalc

SEI's Global Wealth Platform - live with HSBC Private Bank

SEI Global services use CGCalc and Taxreporter for it's new Global Wealth Platform


Merrill Lynch Global Private Client use CGCalc


Mellon Group Implement CGCalc Software


RBS / NatWest / Coutts group go live with CGCalc

Merrill Lynch Investment Managers takes the sting out of CGT

CGCalc live on the web