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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

4,993 to 5,040 of 10,268

  • HoneyBook
    United States
  • Honeywell Savings Program
    United States
  • HONOLULU CREDIT UNION
    United States
  • Honor Bank
    United States
  • Honor Credit Union
    United States
  • Hoosier Heartland State Bank
    United States
  • Hoosier Hills CU
    United States
  • Hoosier United Credit Union
    United States
  • Hope Credit Union
    United States
  • Hope Federal Credit Union
    United States
  • Hopesouth Federal Credit Union
    United States
  • Hopewell Chemical Credit Union
    United States
  • Hopewell Federal Credit Union
    United States
  • Horatio State Bank
    United States
  • Horicon Bank
    United States
  • Horizon Bank
    United States
  • Horizon Bank (Nebraska)
    United States
  • Horizon Bank, SSB
    United States
  • Horizon Community Bank
    United States
  • Horizon Credit Union
    United States
  • Horizon Credit Union (TN)
    United States
  • Horizon Credit Union (Utah)
    United States
  • Horizon FCU (PA)
    United States
  • Horizon Financial Bank - Online Banking
    United States
  • Horizons North Credit Union
    United States
  • Houghton State Bank
    United States
  • Houston Bank & Trust
    United States
  • Houston Belt & Terminal Federal Credit Union
    United States
  • Houston Federal Credit Union
    United States
  • Houston Highway Credit Union
    United States
  • Houston Police Credit Union
    United States
  • Houston Texas Firefighters Credit Union
    United States
  • Houston Trust Company
    United States
  • Howard Bank - Business
    United States
  • Howard County Education Federal Credit Union
    United States
  • Hoyne Savings Bank - Personal
    United States
  • HPC Credit Union
    United States
  • HR Solutions
    United States
  • HR Strategies
    United States
  • HRO
    United States
  • HSA Bank
    United States
  • HSBC
    United Kingdom
  • HSBC Bank (USA) - HSBCnet
    United States
  • HSLC
    United States
  • HSN - Credit Card
    United States
  • HTM Area Credit Union
    United States
  • HTM Credit Union
    United States
  • HUD Federal Credit Union
    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.