Custodians. Directed custody at scale.
Directed custodians grow until their systems can’t: alternatives on spreadsheets, cash programs by hand, tax season by heroics. A8 Core™ is the account operating system built for that book.
The operating problem
Where custody operations strain.
Alternative assets
Notes, real estate, and funds that mainstream systems treat as freeform text.
Cash programs
Multi-bank FBO cash with insurance capacity managed in spreadsheets.
SDIRA exposure
Prohibited-transaction risk handled by tribal knowledge.
Reporting load
5498 FMV and hard-to-value categories at scale.
Product modules
The A8 Core™ modules this institution type runs on.
Account core
Omnibus custodial cash
SDIRA compliance
Alt administration
Tax reporting
Reconciliation
Required integrations
Integrations depend on the institution’s partners and contracts; providers are named only when authorized.
Banking partners
FBO deposit relationships behind the cash program.
Payments
ACH, wire, and instant rails for contributions and distributions.
Identity
KYC and document verification in opening.
Tax providers
Filing paths for information returns.
Control model
Custody-grade controls.
Directed boundaries
The custodian executes directions; the platform records them.
Transaction gates
SDIRA and eligibility rules run before anything posts.
Dual approval
Money movement over thresholds needs two approvers.
Daily certification
Cash and positions certified with evidence.
Implementation path
A staged path, gated by evidence — not a big bang.
Map the book
Account types, assets, and cash program modeled to the platform.
Convert & reconcile
The Migration Factory proves balances item by item.
Scale
New account types and banks become configuration.
Example workflow
A retirement note investment, gated and booked.
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.