Digita Capital Gains software provides an investment ledger and capital gains calculator that enable you to monitor asset transactions for your clients, and calculate gains or losses on chargeable disposals.
An integrated feed of corporate actions such as scrip and rights issues, mergers, de-mergers and takeovers is available and provides significant cost savings over the alternative of researching share histories in books and online media.
Key Features
- Investment LedgerMore used to record capital histories for shares...
The investment ledger can be used to record capital histories for Quoted and Unquoted shares, Unit Trusts, Government Securities, Land and Property, Non-Qualifying Corporate Bonds and Qualifying Corporate Bonds.
Asset transactions can be managed over multiple portfolios per individual.
Digita Capital Gains automatically calculates the gain/loss arising on chargeable disposals, and reports can be produced for individual assets, as well as a tax year based capital gains tax summary.
- Capital HistoryMore Digita Capital Gains lets you deal with corporate action events,
Digita Capital Gains deals with corporate action events, including consolidations, demergers, mergers, rights issues, scrip issues and stock splits for all equities created.
When a corporate event is entered in the system a search is performed to identify all clients that are affected who are then automatically flagged for review.
Digita Capital Gains automatically calculates the cost adjustment and additionally creates any new assets that are necessary.
A query tool is provided so that reports can be produced indentifying clients affected by corporate actions.
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