Service status ·A8 Core™ · The Operating System for Financial Accounts ·The account operating system · API-first
Solutions · By institution

Alternative asset platforms. Alts inside real accounts.

Platforms distributing alternatives need real account infrastructure behind the marketplace: eligible wrappers, transaction gates, valuations, and tax reporting. A8 Core™ is that infrastructure.

The operating problem

What breaks at scale.

Wrapper complexity

IRA money has rules the marketplace UI can’t see.

Valuation obligations

Annual FMV across thousands of illiquid positions.

Reporting exposure

5498 categories and K-1 flows at platform scale.

Product modules

The A8 Core™ modules this institution type runs on.

Required integrations

Integrations depend on the institution’s partners and contracts; providers are named only when authorized.

Payments

Funding and distribution rails.

Identity

Investor onboarding checks.

Custody & banking

Where assets and cash are held per the platform’s structure.

Control model

Platform-scale controls.

Eligibility gates

Per-wrapper asset rules enforced server-side.

Valuation cadence

Revaluation scheduled across the book.

Server-side authorization

Data-element enforcement behind every UI.

Implementation path

A staged path, gated by evidence — not a big bang.

Model the wrappers

Account types and eligibility configured.

Integrate the marketplace

The platform’s front end on the A8 Core™ API.

Scale reporting

FMV and tax pipelines across the book.

Example workflow

An IRA investing in a private fund.

Eligibility checkSDIRA screenSubscription docsFundingPosition + valuation schedule

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.

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Availability. Account types, workflows, and filing capabilities described on this page depend on the operating institution’s legal authority, configuration, contracts, integrations, and policies, and are subject to institution, jurisdiction, product, and legal review. Module maturity is summarized on the product status page.

See it on your account model.

A tailored session walks your accounts, workflows, and integrations through the platform.

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