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.
5,329 to 5,376 of 10,268
- Jewlers Reserve - Citi CardUnited States
- Jim Thorpe Neighborhood BankUnited States
- JM Associates Federal Credit UnionUnited States
- Jocelyn Pension Consulting - ParticipantUnited States
- John Hancock - Freedom 529United States
- John Hancock - Retirement Plan ServicesUnited States
- John Marshall Bank - BusinessUnited States
- John Marshall Bank - PersonalUnited States
- Johns Hopkins Federal Credit UnionUnited States
- Johnson Bank (Arizona) - PersonalUnited States
- Johnson City BankUnited States
- Johnson County BankUnited States
- Johnson Financial GroupUnited States
- Johnson State BankUnited States
- Johnsonville TVA Employees Credit UnionUnited States
- Jolt Credit UnionUnited States
- Jonah Bank of WyomingUnited States
- Jones BankUnited States
- Jonesboro State BankUnited States
- Jonesburg State BankUnited States
- Jonestown Bank & Trust Co.United States
- Joplin Metro Credit Union (MO)United States
- Jordan Credit UnionUnited States
- Joseph Gunnar & CoUnited States
- Joss and Main - Citi CardUnited States
- Journey BankUnited States
- Journey Federal Credit UnionUnited States
- Jovia Financial Credit UnionUnited States
- JP MorganUnited States
- JPMorgan - NY's 529 Advisor GuidedUnited States
- JPMorgan Asset Management - Retirement LinkUnited States
- Julius BaerSwitzerland
- Junction National BankUnited States
- Juniata Valley BankUnited States
- JunoUnited States
- Justice Federal Credit UnionUnited States
- Jyske BankDenmark
- Kades-Margolis Capital - Retirement Plan AccessUnited States
- Kahului Federal Credit UnionUnited States
- Kaiperm Credit Union (CA)United States
- KaiPerm Credit Union (OR)United States
- Kaiser PartnerLiechtenstein
- Kalamazoo County State BankUnited States
- KALEIDA HEALTH CREDIT UNIONUnited States
- Kalsee Credit UnionUnited States
- Kansas City Credit UnionUnited States
- Kansas State BankUnited States
- Kansas Teachers Community 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.