Service status ·A8 Core™ · The Operating System for Financial Accounts ·The account operating system · API-first
Products · Experience & integration

Migration Factory. Replacing a core is a migration decision.

Institutions do not fear new platforms — they fear conversions. The Migration Factory is A8 Core™’s disciplined path off a legacy system: profile, map, convert, reconcile, run in parallel, cut over, and prove it, with evidence at every gate.

Product specificationSource-system access and institution timeline

The factory line

Each stage has entry criteria, exit criteria, and evidence.

Source inventory

Every system, file, and side spreadsheet that holds account truth, cataloged.

Data profiling

What the source data actually contains — gaps, conflicts, and surprises surfaced early.

Mapping & transformation

Field-level maps with rules, reviewed and versioned.

Document migration

Instruments, agreements, and statements migrated with indexing preserved.

Historical reconstruction

History rebuilt where the target model needs what the source never kept.

Trial conversion

Full-scale rehearsal conversions until the results reconcile.

Reconciliation

Converted balances and positions proven against the source, item by item.

Parallel run

Both systems live, compared daily, for the agreed proving period.

Cutover

A scripted event with go/no-go criteria — not a weekend of hope.

Rollback

A tested return path until the exit criteria retire it.

Decommissioning evidence

The record that the legacy system was retired with data accounted for.

Migration pathways

Source families the factory is designed for.

Legacy trust accounting

Trust systems with principal-and-income books and instrument files.

Custody platforms

Positions, lots, and open transfers across custodians.

Retirement recordkeeping

Account, contribution, and beneficiary histories with tax context.

Loan servicing

Notes, schedules, escrow, and delinquency states in flight.

Portfolio management

Households, models, and billing histories.

Fund administration

Investor registers, capital activity, and allocations.

Spreadsheets & documents

The operational truth that never made it into a system.

Availability. Account types, workflows, and filing capabilities described on this page depend on the operating institution’s legal authority, configuration, contracts, integrations, and policies, and are subject to institution, jurisdiction, product, and legal review. Module maturity is summarized on the product status page.

Build on the account operating system.

See how this module fits your institution’s account, custody, and operations model.

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