FA Operations 1.7 - Release notes
Released: September 2025 as a part of Q3 2025 release
FA Operations 1.7 introduces key enhancements to support tax management. You can now calculate and track capital gains tax (CGT) per customer, with flexible configuration for allowances, rates, and carried losses.
CGT calculation
Why?
Capital gains tax (CGT) can significantly affect the net return of investments, making accurate CGT tracking essential for effective portfolio management. With this release, CGT is now part of the core FA Platform calculations. Tax figures are tracked automatically, allowing you to see both the CGT due from individual transactions and the total amount accumulated since the start of the tax year.
CGT calculation depends on the country-specific rules, and FA platform allows you to configure it accordingly. This release supports jurisdictions including the UK, Sweden, Latvia, Lithuania, and Estonia, where CGT is based on parameters such as flat or progressive rates (linked to realized profit or yearly income), tax-free allowances, and carried-forward losses. Support for Finland, which requires deemed acquisition cost logic, will be added in upcoming releases – however, if that logic is not applicable in your case, CGT for Finland can already be calculated.
Who is this for?
This feature is for operations users who maintain customer and portfolio data and respond to CGT-related queries.
Details
In the Tax management → CGT overview, you can review the customers' accumulated profit and CGT due for the year, and drill down into specific transactions and purchase lots to understand how each gain or loss was calculated.
CGT figures are also available via API – you can use them, for example, in your reports or in your customized FA Client Portal.
CGT configuration accounts for country-specific legislation as well as for the customer-related factors. You can define:
Tax-free allowance – The yearly profit amount exempt from CGT.
Tax rate:
Flat – A single percentage applied to the taxable profit.
Progressive by realized profit (tiered) – Different portions of the profit are taxed at different rates, depending on which bracket they fall into.
Progressive by yearly income (brackets) – The customer’s yearly gross income determines a single rate applied to the entire taxable profit.
Personal limit – The maximum yearly CGT amount a customer is willing to pay.
Carried forward losses from previous years.
The new CGT calculation feature doesn't affect your current tax reporting set up, so you don't need to make any adjustments to continue using the tax reporting. In the future, we plan to integrate CGT calculation and tax reporting in FA Platform, and we will reach out beforehand if any setup adjustments are required.
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Learn more: CGT calculation.