Wealth & portfolio operations. Operations behind the advice.
Advisory firms live or die on operations: accurate positions across custodians, clean billing, statements clients trust. A8 Core™ runs wealth operations on the account core — multi-custodial, reconciled, and reportable.
Operational surface
The work between the advice and the statement.
Households & relationships
Clients, households, and entities related the way the firm actually serves them.
Multi-custodial positions
Holdings normalized across providers via the custody command fabric.
Fee billing
Fee schedules, calculation records, and billing files with full audit trails.
Statements & reporting
Client statements and firm reporting from the reconciled ledger.
Money movement
Contributions, distributions, and journals through payments & treasury.
Supervision support
Activity and exception visibility organized for supervisory review.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.