RIAs & wealth firms. Operations that keep up with growth.
Advisory growth multiplies operational surface: more custodians, more households, more billing edge cases. A8 Core™ consolidates wealth operations onto one reconciled account core.
The operating problem
Where advisory operations break.
Custodian sprawl
Every provider adds formats, portals, and reconciliation work.
Billing risk
Fee errors that cost trust and require restitution projects.
Reporting drift
Client reports assembled from sources that quietly disagree.
Product modules
The A8 Core™ modules this institution type runs on.
Custody command fabric
Wealth operations
Transfers
Reconciliation
Required integrations
Integrations depend on the institution’s partners and contracts; providers are named only when authorized.
Custody providers
The firm’s existing custodians, connected through the fabric.
Market data
Pricing for positions and reporting.
CRM & planning
Household context synchronized where the firm uses it.
Control model
Supervision-ready controls.
Access scoped
Representatives see the clients they serve.
Billing evidence
Every fee calculation retained with its inputs.
Exception visibility
Breaks and stalls surfaced for supervision.
Implementation path
A staged path, gated by evidence — not a big bang.
Connect custodians
Feeds normalized into one account model.
Prove the data
Positions and cash reconciled before anything depends on them.
Operate
Billing, statements, and service on the reconciled core.
Example workflow
Quarterly billing without the fire drill.
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.
See it on your account model.
A tailored session walks your accounts, workflows, and integrations through the platform.