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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

5,089 to 5,136 of 10,268

  • Idaho Trust Bank
    United States
  • Idaho Trust Bank - Business
    United States
  • Idaho United Credit Union
    United States
  • IDB Global FCU
    United States
  • Ideal Credit Union
    United States
  • Ignite Credit Union
    United States
  • iGObanking.com
    United States
  • iGObanking/BankPurely
    United States
  • iGOE - Spending Account Participants
    United States
  • IH Credit Union
    United States
  • IH Mississippi Valley Credit Union
    United States
  • IHAG
    Switzerland
  • IKEA Cards (Projekt and Family)
    United States
  • IKEA Cards (VISA)
    United States
  • Illiana Financial Credit Union
    United States
  • Illinois Bank & Trust
    United States
  • Illinois Educators Credit Union
    United States
  • Illinois Municipal Retirement Fund - Member Access
    United States
  • Illinois National Bank
    United States
  • Illinois State Bank
    United States
  • Illinois State Credit Union
    United States
  • Illinois State Police Credit Union
    United States
  • ILWU Credit Union
    United States
  • Impact Bank - Personal
    United States
  • Impact Credit Union
    United States
  • Impact Workforce Solutions
    United States
  • Impressia Bank
    United States
  • InBank - Business
    United States
  • InBank - Personal
    United States
  • Incommons Bank (TX)
    United States
  • Increase
    United States
  • IncredibleBank
    United States
  • Independence Bank
    United States
  • Independence Bank - Investment and Trust Accounts
    United States
  • Independence Bank (MT)
    United States
  • Independence Bank (RI)
    United States
  • Independence Bank of Kentucky
    United States
  • Independence State Bank - Personal
    United States
  • Independent Bank - Business
    United States
  • Independent Bank - Personal
    United States
  • Independent Bank (MI) - ONE Wallet
    United States
  • Independent Farmers Bank (MO)
    United States
  • Independent Financial
    United States
  • Indiana 529 Advisor
    United States
  • Indiana 529 Direct
    United States
  • Indiana First Savings Bank
    United States
  • Indiana Heartland Federal Credit Union - Online Banking
    United States
  • Indiana Members 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.