Skip to content

ProductIntegrations

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

4,897 to 4,944 of 10,268

  • Highbeam
    United States
  • HigherLower Bank of UpDown
    United States
  • Highland Bank
    United States
  • Highland State Bank (Highland, WI)
    United States
  • Highlands Community Bank
    United States
  • Highmark Federal Credit Union
    United States
  • Highpoint Community Bank
    United States
  • Hightop
    United States
  • HighTower - MyStreetscape
    United States
  • Hill Bank Company
    United States
  • Hillcrest Bank - Business Online
    United States
  • Hillcrest Bank - Personal
    United States
  • Hilliard Lyons Trust Company - Client Portal
    United States
  • Hills Bank
    United States
  • Hillsboro Bank - Personal
    United States
  • Hilltop Bank - Business
    United States
  • Hilltop Bank - Personal
    United States
  • Hilltop National Bank Retirement (Participant)
    United States
  • Hingham Institution for Savings - Business
    United States
  • Hingham Institution for Savings - Personal
    United States
  • Hinsdale Bank & Trust Company N.A. - .COMmunity Banking
    United States
  • Hinsdale Bank & Trust Company N.A. - iBusiness Banking
    United States
  • HNB Bank
    United States
  • HNB First Bank
    United States
  • Hocking Valley Bank
    United States
  • HOCKLEY COUNTY SCHOOL EMPLOYEES CREDIT UNION
    United States
  • Hodge Bank & Trust Company
    United States
  • Hoffman Estates Community Bank - Business
    United States
  • Hoffman Estates Community Bank - Personal
    United States
  • Holcomb Bank
    United States
  • Holdings
    United States
  • Holladay Bank & Trust
    United States
  • Holley Credit Union
    United States
  • Holston Methodist Credit Union
    United States
  • Holy Rosary Credit Union
    United States
  • Holy Rosary Credit Union (MO)
    United States
  • Holyoke Credit Union - Personal
    United States
  • Home Bank - Business
    United States
  • Home Bank - Personal
    United States
  • Home Bank & Trust Company
    United States
  • Home Bank of California
    United States
  • Home Bank SB
    United States
  • Home Banking Company (TN) - Personal
    United States
  • Home Depot Credit Card - Personal Credit Card
    United States
  • Home Federal Bank (KY, TN)
    United States
  • Home Federal Bank - Business
    United States
  • Home Federal Bank - Personal
    United States
  • Home Federal Bank (Louisiana) - Business
    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.