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.
4,849 to 4,896 of 10,268
- Hennion & WalshUnited States
- Henrico Credit UnionUnited States
- Henry State Bank - PersonalUnited States
- Herberger's - Credit CardUnited States
- Hercules Credit UnionUnited States
- Hereford Texas Credit UnionUnited States
- HeritageSwitzerland
- Heritage BankUnited States
- Heritage Bank - PersonalUnited States
- Heritage Bank (KS)United States
- Heritage Bank (Marion, Delhi, Hiawatha IA)United States
- Heritage Bank (MN)United States
- Heritage Bank (NE)United States
- Heritage Bank & Trust - BusinessUnited States
- Heritage Bank & Trust - PersonalUnited States
- Heritage Bank of Commerce - PersonalUnited States
- Heritage Bank of NevadaUnited States
- Heritage Bank of Schaumburg - BusinessUnited States
- Heritage Bank of Schaumburg - PersonalUnited States
- Heritage Bank of The OzarksUnited States
- Heritage Community Bank (MO)United States
- Heritage Community Bank (TN)United States
- Heritage Community Credit UnionUnited States
- Heritage Family Credit Union (VT)United States
- Heritage Federal Credit UnionUnited States
- Heritage Financial Credit UnionUnited States
- Heritage Grove Federal Credit UnionUnited States
- Heritage Land BankUnited States
- Heritage South Community Credit UnionUnited States
- Heritage South CUUnited States
- Heritage USA Federal Credit UnionUnited States
- Heritage Valley Credit UnionUnited States
- Herring BankUnited States
- Hershey Federal Credit UnionUnited States
- HFS Federal Credit UnionUnited States
- Hi-Land Credit UnionUnited States
- HI529 - Hawaii's College Savings ProgramUnited States
- Hiawatha Bank & Trust Company - PersonalUnited States
- Hiawatha National BankUnited States
- Hibernia BankUnited States
- Hickory Point & Click - PersonalUnited States
- Hicksville BankUnited States
- Hidden River Credit UnionUnited States
- Higginbotham (Flex Benefits)United States
- High CircleUnited States
- High Country BankUnited States
- High Plains Bank (HPBGO)United States
- High Point Federal Credit UnionUnited 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.