One account operating system. A portfolio of products.
A8 Core™ organizes the account operating system into products a buyer can navigate: core infrastructure every institution runs on, industry products for custody, trust, retirement, lending, and alternatives, and the experience and integration layer that connects it to your teams, clients, and providers.
Core infrastructure
The account, ledger, data, document, and workflow foundation that every A8 Core™ product runs on.
Account core
The financial-account domain model: 45 account types across five account natures, clients and entities, opening, lifecycle, and funding. Explore →
Account opening
Identity, entity, and beneficial-ownership verification, disclosures, e-signature, funding, and the first transaction — one digital flow for all 45 account types. Explore →
Omnibus ledger
Balance and transaction behavior with omnibus and beneficial-owner subledger support. Explore →
Financial data hub
Ingestion, normalization, matching, and lineage from source record to published proof. Explore →
Reconciliation & exceptions
Daily reconciliation, exception queues, corrections, and certification. Explore →
Payments & treasury
Real-time money movement across every major rail. Explore →
Documents & evidence
Documents, records, and the evidentiary trail behind every financial operation. Explore →
Workflow & operations
Queues, maker-checker, dual approval, and service-level tracking for the back office. Explore →
Agentic payments
Bounded authority for software that moves money — scope, thresholds, count limits, approvals, and an evidenced decision behind every action. Explore →
Industry products
Products built on the core for the institutions that run regulated account businesses.
Custody command fabric
One A8 Core™ account model across multiple custody providers. Explore →
Omnibus custodial cash
One client cash balance, multiple insured bank deposits, every dollar reconciled. Explore →
Trust & fiduciary services
Trust accounting, fiduciary administration, principal and income, and distributions. Explore →
Retirement & SDIRA
Directed-custody retirement workflows and the SDIRA compliance center. Explore →
IRA Exchange
One transfer rail for retirement accounts — inbound and outbound account transfers under the Passport’s instruction controls. Explore →
Lending & note servicing
Promissory notes, loan servicing, collateral, and portfolio reporting. Explore →
Alternative asset administration
Private funds, real estate, notes, metals, and digital assets under administration. Explore →
Wealth & portfolio operations
Portfolio, billing, and reporting operations for wealth firms. Explore →
Tax data & reporting
Tax records, withholding, document workflows, and filing pipelines. Explore →
Experience & integration
How teams, clients, and systems actually use the platform.
Operations Studio
Role-specific back-office workspaces with queues, approvals, and evidence. Explore →
Experience SDK
White-labeled account-holder, representative, and management experiences. Explore →
Migration Factory
The disciplined path off a legacy core: profile, map, convert, reconcile, cut over. Explore →
Beside your core
Coexistence, not conversion: designed integration patterns for Fiserv, Jack Henry, FIS, Finastra, CSI, and COCC. Explore →
Integration Exchange
Banking, custody, payments, identity, tax, and data partners connected through one integration layer. Explore →
Developer platform
The A8 Core™ API: accounts, funding, ledger, documents, webhooks, and reporting. Explore →
Secured by B5 Secure™
A8 Core™ consumes B5 Secure™’s per-data-element runtime authorization controls. B5 Secure™ is a separate product from B5 Secure™ LLC. Visit b5secure.com →
Where each product stands
A8 Core™ separates what is available, what is gated, and what is specified. No module is presented as further along than it is.
Frequently asked questions
Short answers, with the status stated.
Is A8 Core™ a core banking system?
No. A8 Core™ is the account operating system that runs beside the core you already have. Deposits, lending, cards, and branch operations stay on the core; A8 Core™ carries the account types, rails, and reporting a deposit core does badly, on one authoritative record. See the coexistence model →
Which account types does it support?
45 account types across five natures — demand deposit, retirement (IRA, Roth, SEP, SIMPLE, Solo 401(k), HSA, 529), taxable, trust and fiduciary, and private fund — on one integration.
What does “product specification” mean on a module?
That the module is described as designed, not as available. Availability for any institution depends on its own authorities, contracts, integrations, and policies. The product status page states what is shipped, gated, and specified.
Which cores is it designed to run beside?
Designed integration patterns exist for Fiserv, Jack Henry, FIS, Finastra, CSI, and COCC, through the Integration Exchange. A pattern is not a certification; partner status is stated only when it exists.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.