Custody command fabric. One account model across every custodian.
Firms that operate across multiple custody providers rebuild the same integrations, reconciliations, and service workflows for each one. A8 Core™ normalizes custody operations into one account model — so your platform speaks one language no matter where assets sit.
What A8 Core™ normalizes
Each provider’s formats, statuses, and quirks map into one canonical model.
Account opening
One opening flow that renders each custodian’s requirements.
Account maintenance
Retitling, beneficiaries, restrictions, and features across providers.
Funding
Deposits, contributions, and standing instructions in one shape.
ACATS & non-ACATS transfers
Inbound and outbound transfers with status tracking — see transfers of assets.
Cash
Balances, sweeps, and availability normalized per account.
Positions & tax lots
Holdings with lot-level detail regardless of source format.
Transactions
One transaction taxonomy across every provider feed.
Statements & tax documents
Provider documents indexed to the A8 Core™ account.
Restrictions
Holds and restrictions surfaced consistently.
Corporate actions
Announcements and elections normalized into workflow.
Service cases
Provider service requests tracked as owned work items.
Custodian webhooks
Provider events translated into A8 Core™ events your systems already consume.
The strategic distinction
One A8 Core™ account model across multiple custody providers — change providers, add providers, or run several at once without re-platforming your business.
Integrate once
Your applications integrate with A8 Core™’s account model, not with each custodian.
Add providers
New custodians attach through the fabric; your application code does not change.
Reconcile centrally
Positions and cash reconcile per provider through custody reconciliation.
A note on provider names
A8 Core™ does not publish a custody provider’s name or logo until the integration and the relationship are authorized. Ask us privately about current and planned provider coverage.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.