Integrable with stacks like Orion, Addepar, and Black Diamond.
Search the connections.
The list below is the published institution coverage. Search it by name, or narrow it to a country or to the private banks and custodians.
1 to 48 of 10,268
- 167th TFR Credit UnionUnited States
- 1AdvisorUnited States
- 1BY by OneAZ Credit UnionUnited States
- 1NB BankUnited States
- 1Source Business SolutionsUnited States
- 1st Advantage BankUnited States
- 1st Advantage Federal Credit UnionUnited States
- 1st Bank (Broadus, MT) - PersonalUnited States
- 1st Bank in HominyUnited States
- 1st Bank of Sea Isle City - BusinessUnited States
- 1st Bank of Sea Isle City - PersonalUnited States
- 1st Bergen Federal Credit UnionUnited States
- 1st Capital Bank (California) - BusinessUnited States
- 1st Capital Bank (California) - PersonalUnited States
- 1st Century Bank - Express Banking - PersonalUnited States
- 1st Century Bank - Online Banking BusinessUnited States
- 1st Choice Savings and Credit Union - Personal Online BankingCanada
- 1st Colonial Community BankUnited States
- 1st Community BankUnited States
- 1st Community Bank (IL) - PersonalUnited States
- 1st Community Colonial Bank - Mobile BankingUnited States
- 1st Community Credit UnionUnited States
- 1st Community Federal Credit UnionUnited States
- 1st Cooperative Federal Credit UnionUnited States
- 1st Gateway Credit UnionUnited States
- 1st Global - MyStreetscapeUnited States
- 1st Liberty Federal Credit UnionUnited States
- 1st MidAmerica Credit UnionUnited States
- 1st Mississippi Federal Credit UnionUnited States
- 1st National BankUnited States
- 1st National Bank of ScotiaUnited States
- 1st Security Bank of Deer LodgeUnited States
- 1st Security Bank of WashingtonUnited States
- 1st Source Bank - BBO TreasuryUnited States
- 1st Source Bank - Personal Online BankingUnited States
- 1st Source Bank - Retirement Plan ServicesUnited States
- 1st State BankUnited States
- 1st State Bank of Mason CityUnited States
- 1st Street Credit UnionUnited States
- 1st Summit BankUnited States
- 1st Trust BankUnited States
- 1st United Bank (MN) - PersonalUnited States
- 1st United Services Credit UnionUnited States
- 1st University CUUnited States
- 1st Valley Credit UnionUnited States
- 2 Rivers Area Credit UnionUnited States
- 21st Century BankUnited States
- 22nd State Bank - Consumer/Small BusinessUnited States
List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.
Four kinds of connection, one record.
Wealth does not sit in one place, so the record cannot be built from one kind of feed. Each of these arrives on its own schedule and is reconciled into the same book.
Custodians
Daily positions and transactions from the brokerages and trust companies holding the liquid book, reconciled against the statement rather than trusted on arrival.
Private banks
International banking relationships across thirty countries, including the Swiss, Liechtenstein, and Monaco institutions that most reporting tools ask you to key in by hand.
Fund administrators
Capital calls, distributions, and quarterly statements collected from administrators, so a NAV lands in the record without anyone opening a PDF.
Direct and held-away
Operating companies, real estate, and the accounts nobody has a feed for, maintained by a named team rather than left as a stale line item.
It fits the stack you already run.
Abacus is not asking your team to move. The record it maintains is pushed back into the platforms your firm already reports from, so nobody rekeys a position to produce a statement.
- Orion
- Addepar
- Tamarac
- Black Diamond
Outbound feeds are configured during onboarding and run on the same schedule as the inbound ones.
What operations teams ask.
- What access does a connection use?
- View-only credentials, always. Abacus has no trading authority and no money movement authority on any account it reads.
- How long does connecting take?
- One month from signature to full integration, with all history backfilled and reconciled.
- What happens when an institution is not on the list?
- It gets added, or it is maintained by hand. The published list covers the connections available through our aggregation partners, and a named team keeps the rest of the book current alongside them.
- Does an outbound feed replace our reporting platform?
- No. Orion, Addepar, Tamarac, and Black Diamond stay where they are. Abacus keeps the positions inside them current, which is the part your team is doing by hand today.
See it against your own custodians.
Bring the list of institutions your book actually touches, and we will walk through what connects, what is maintained, and what the first month looks like.