Fiduciary administration. Duties on a calendar, not in a drawer.
A trust department’s obligations recur: reviews, committee meetings, discretionary decisions, filings. A8 Core™ turns fiduciary administration into scheduled, owned, evidenced workflow.
The fiduciary calendar
Every recurring duty is an owned item with a deadline and an evidence trail.
Annual account reviews
Administrative and investment reviews on schedule, with findings recorded.
Reg 9-style reviews
Review workflows aligned to the review discipline national-bank fiduciaries know, configurable per charter and jurisdiction.
Committee governance
Agendas, quorum, votes, and minutes for distribution and investment committees.
Filings & notices
Jurisdiction-driven notices and filings tracked to completion.
Discretion, documented
Discretionary distributions are the highest-risk fiduciary act. A8 Core™ gives them their own product: standards, requests, deliberation, and decision records. See discretionary distributions →
Request
Beneficiary requests captured with the supporting facts the standard requires.
Deliberate
The applicable standard, account context, and history in front of the decision-maker.
Decide & record
Approvals and denials recorded with reasons — the record a court asks for.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.