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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

5,137 to 5,184 of 10,268

  • Indiana State University Federal Credit Union
    United States
  • Indianhead Credit Union
    United States
  • Indigo Platinum MasterCard
    United States
  • Industrial Bank - Personal
    United States
  • Industrial Credit Union
    United States
  • Industrial Federal Credit Union
    United States
  • Industry State Bank
    United States
  • Inez Deposit Bank
    United States
  • Infiniti Payroll
    United States
  • INFINITI RESOURCE MANAGEMENT
    United States
  • Infinity Bank
    United States
  • Infinity Bank - Personal Online
    United States
  • InFirst FCU
    United States
  • Infuze Credit Union
    United States
  • ING
    Belgium, Germany, Italy, Netherlands
  • ING Bank Śląski
    Poland
  • ING Direct
    Spain
  • Ingersoll-Rand Federal Credit Union
    United States
  • Inland Bank
    United States
  • Inland Valley Federal Credit Union
    United States
  • Inner Lakes Credit Union
    United States
  • Innovations Financial Credit Union
    United States
  • Innovative Employer Solutions
    United States
  • iNova Credit Union
    Canada
  • Inova Federal Credit Union
    United States
  • InRoads Credit Union
    United States
  • INS Bank
    United States
  • Insight Credit Union
    United States
  • Insouth Bank - Personal
    United States
  • Insperity - Insperity Premier
    United States
  • Insperity - Retirement Services SSO
    United States
  • Insperity Retirement Services - Retirement Service Center
    United States
  • Inspira Financial - Health & Benefits
    United States
  • Inspire Federal Credit Union
    United States
  • Instacart Shopper Rewards Card
    United States
  • Instep Credit Union
    United States
  • Institution for Savings Newburyport
    United States
  • Insurance Services
    United States
  • InsurBanc
    United States
  • Intandem Credit Union
    United States
  • InTandem Human Resources
    United States
  • Integra First Federal Credit Union
    United States
  • Integris Credit Union
    Canada
  • Integrity Bank (TX)
    United States
  • Integrity Bank (VA) - Business
    United States
  • Integrity Bank (VA) - Personal
    United States
  • Integrity Bank & Trust
    United States
  • Integrity Employee Leasing
    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.