Trust companies. Fiduciary work on one core.
Trust departments run on aging systems and side spreadsheets. A8 Core™ puts trust accounting, administration, and the fiduciary calendar on one modern core with evidence built in.
The operating problem
The daily reality of trust operations.
Instrument sprawl
Governing instruments as PDFs, with operative terms living in people’s heads.
Two-book complexity
Principal and income kept correctly — or discovered incorrect at accounting time.
Review burden
Annual and Reg 9-style reviews consuming quarters of effort to evidence.
Unique assets
Property, closely held interests, and notes serviced off-system.
Product modules
The A8 Core™ modules this institution type runs on.
Trust accounting
Fiduciary administration
Principal & income
Document intelligence
Distributions
Unique assets
Required integrations
Integrations depend on the institution’s partners and contracts; providers are named only when authorized.
Custody & banking
Where trust assets and cash are held under the institution’s arrangements.
Valuation sources
Appraisal and pricing inputs for unique assets.
Tax providers
Filing and delivery paths for fiduciary tax reporting.
Control model
Fiduciary-grade controls.
Authority checks
Trustee actions validated against recorded authority.
Committee governance
Votes, quorum, and minutes where committees decide.
Dual control
Distributions and corrections under maker-checker.
Evidence
Review findings and decisions retained as records.
Implementation path
A staged path, gated by evidence — not a big bang.
Model the book
Trusts, parties, interests, and instruments loaded and confirmed.
Run in parallel
Convert via the Migration Factory and prove the books match.
Operate
Fiduciary calendar live, reviews and distributions on-platform.
Example workflow
A discretionary distribution, end to end.
Status & dependencies
Module maturity varies and is labeled honestly — see product status. Availability of any account type or workflow depends on the institution’s legal authority, configuration, contracts, and policies.
See it on your account model.
A tailored session walks your accounts, workflows, and integrations through the platform.