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Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

4,753 to 4,800 of 10,268

  • HAPO Community Credit Union
    United States
  • Happy State Bank - Online Banking
    United States
  • Happy Valley Credit Union
    United States
  • HAR_CO Maryland Credit Union
    United States
  • Harbor Freight - Credit Card
    United States
  • Harbor Pointe Credit Union
    United States
  • HarborLight Credit Union
    United States
  • Harborstone Credit Union
    United States
  • Hardin County Bank
    United States
  • Hardin County Savings Bank
    United States
  • Harford Bank
    United States
  • Harleysville Bank
    United States
  • Harmony Bank
    United States
  • Harmony Federal Credit Union
    United States
  • Harris County FCU
    United States
  • Harrison Building and Loan Association
    United States
  • Harrison County Bank
    United States
  • Harrison Police & Firemen's Federal Credit Union
    United States
  • Hartford Federal Credit Union
    United States
  • Harvard Federal Credit Union
    United States
  • Harvest Bank (Kimball, MN)
    United States
  • Harvester Financial Credit Union
    United States
  • Harvesters Credit Union
    United States
  • Harwood State Bank - Personal
    United States
  • Haskell National Bank
    United States
  • Hastings Federal Credit Union (NE)
    United States
  • Hatboro Federal Savings
    United States
  • Haufe-Lexware
    Germany
  • Haven
    United States
  • Haven Savings Bank
    United States
  • Haverford Trust Company (Trust)
    United States
  • Haverhill Co-operative Bank
    United States
  • Havilland
    Luxembourg
  • Hawaii Central FCU
    United States
  • Hawaii Community Federal Credit Union
    United States
  • Hawaii Federal Credit Union
    United States
  • Hawaii First Federal Credit Union
    United States
  • Hawaii Law Enforcement Federal Credit Union
    United States
  • Hawaii National Bank
    United States
  • Hawaii National Guard Credit Union-HIS Holding Company
    United States
  • Hawaii Pacific FCU
    United States
  • Hawaii Schools Credit Union
    United States
  • Hawaii State Federal Credit Union
    United States
  • Hawaiian Electric Employees Credit Union
    United States
  • Hawaiian Financial Federal Credit Union
    United States
  • HawaiiUSA Federal Credit Union
    United States
  • Hawthorn Bank
    United States
  • Haynes Community FCU
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.