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.
481 to 528 of 10,268
- American Federal BankUnited States
- American First Credit UnionUnited States
- American First National Bank - Cash ManagementUnited States
- American First National Bank - RetailUnited States
- American Heritage BankUnited States
- American Heritage Bank (MN)United States
- American Heritage Bank (NM)United States
- American Heritage Credit UnionUnited States
- American Interstate Bank (Elkhorn, NE)United States
- American Investors Bank and Mortgage - PersonalUnited States
- American Metro BankUnited States
- American Momentum BankUnited States
- American Nation BankUnited States
- American National Bank - Business 2025United States
- American National Bank - Fox CitiesUnited States
- American National Bank - Fox Cities - BusinessUnited States
- American National Bank - PersonalUnited States
- American National Bank & TrustUnited States
- American National Bank of Minnesota - BusinessUnited States
- American National Bank of Minnesota - PersonalUnited States
- American National Bank of Mount PleasantUnited States
- American National Bank of TexasUnited States
- American Partners Federal Credit UnionUnited States
- American Plus Bank, N.A. - PersonalUnited States
- American Portfolios - PershingUnited States
- American Pride BankUnited States
- American Pride Credit UnionUnited States
- American Realty Capital - Client AccessUnited States
- American Riviera Bank - CommercialUnited States
- American Riviera Bank - Personal & Small BusinessUnited States
- American Savings BankUnited States
- American Southwest Credit UnionUnited States
- American Spirit FCUUnited States
- American State BankUnited States
- American State Bank (TX)United States
- American State Bank & Trust Company (ND)United States
- American State Bank of GryglaUnited States
- American Time and LaborUnited States
- American Trust and Savings Bank (Lowden, Iowa)United States
- American Trust Bank (MO)United States
- American United Federal Credit UnionUnited States
- Americana Community BankUnited States
- Americas Christian Credit UnionUnited States
- AmeriChoice FCUUnited States
- Americo Federal Credit UnionUnited States
- AmeriCU Credit UnionUnited States
- Amerifirst BankUnited States
- Amerihome MortgageUnited 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.