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.
5,233 to 5,280 of 10,268
- Investors Bank - Personal & Small BusinessUnited States
- Investors Community Bank - BusinessUnited States
- Investors Community Bank (Chillicothe, MO)United States
- Investrust Retirement - ParticipantUnited States
- INVO PEOUnited States
- Invoice2go MoneyUnited States
- Inwood National BankUnited States
- Ion Bank - PersonalUnited States
- Iowa Bankers Mortgage Corporation - MyIBMC LoanUnited States
- Iowa Falls State BankUnited States
- Iowa Falls State Bank - BusinessUnited States
- Iowa Savings BankUnited States
- Iowa State Bank - FairfieldUnited States
- Iowa State Bank - Online BankingUnited States
- Iowa State Bank (Clarksville, IA)United States
- Iowa State Bank (Des Moines, IA) - PersonalUnited States
- Iowa State Bank (Northwest Iowa) - BusinessUnited States
- Iowa State Bank (Sac City, Lake View, Odebolt)United States
- Iowa State Bank & Trust Company of FairfieldUnited States
- Iowa State Savings BankUnited States
- Iowa Trust & Savings Bank - BusinessUnited States
- Iowa Trust & Savings Bank - PersonalUnited States
- Iowa Trust and Savings BankUnited States
- Ipava State Bank (IL)United States
- IPERS (Iowa Public Employees Retirement System)United States
- iQ Credit UnionUnited States
- Irco Community Federal Credit UnionUnited States
- Ireland BankUnited States
- Iron County Community Credit UnionUnited States
- Iron Financial - Retirement Plan AccessUnited States
- Iron Mountain Kingsford Community Credit UnionUnited States
- Iron Workers BankUnited States
- Iron Workers Federal Credit UnionUnited States
- Iroquois Farmers State BankUnited States
- Iroquois Federal Savings & Loan - BusinessUnited States
- Iroquois Federal Savings & Loan - PersonalUnited States
- Isabella BankUnited States
- Isabella Community Credit UnionUnited States
- isave529 - 529 PlanUnited States
- iShares 529 Plan - Client AccessUnited States
- Island Federal Credit UnionUnited States
- Island Savings Credit Union - Personal & Small BusinessCanada
- iSolved - ParticipantUnited States
- ISP SecuritiesSwitzerland
- Israel Discount Bank - IDB DirectUnited States
- Itasca Bank & Trust Co.United States
- iTHINK Financial (formerly IBM Southeast Employees CU)United States
- IU Credit UnionUnited 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.