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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

5,569 to 5,616 of 10,268

  • Landmark Credit Union (IL)
    United States
  • Landmark National Bank - Business
    United States
  • Landmark National Bank - Personal
    United States
  • Lands End Credit Card
    United States
  • Lane Bryant Card
    United States
  • Langley Federal Credit Union - Personal
    United States
  • Lanier Federal Credit Union
    United States
  • Lantern Investments
    United States
  • Laona State Bank
    United States
  • LaPorte Community Credit Union
    United States
  • Laramie Plains Community Credit Union
    United States
  • Laredo Federal Credit Union
    United States
  • Las Colinas Federal Credit Union
    United States
  • LaSalle St Securities LLC - Streetscape
    United States
  • Lassen County Credit Union
    United States
  • Last First Financial
    United States
  • Latah Federal Credit Union
    United States
  • Latino Community Credit Union
    United States
  • Latitude 32 Credit Union
    United States
  • Lauderdale County Teachers Credit Union
    United States
  • Launch Credit Union
    United States
  • Laurel Road - MOHELA
    United States
  • Laurentian Bank
    Canada
  • Lavu
    United States
  • LawPay
    United States
  • Lawrence Memorial Hospital Employees Credit Union
    United States
  • Lawrenceburg Federal Bank
    United States
  • LBS Financial Credit Union
    United States
  • LBT Bank and Trust
    United States
  • LCNB National Bank
    United States
  • LCRA CREDIT UNION
    United States
  • Le Crédit Lyonnais
    France
  • Lea County State Bank
    United States
  • Lead Bank - Business
    United States
  • Lead Bank - Personal
    United States
  • Leadco Community Credit Union
    United States
  • Leader Bank
    United States
  • Leaders Credit Union
    United States
  • Leading Edge
    United States
  • Leading Edge Credit Union
    Canada
  • Leatherstocking Credit Union
    United States
  • LEATHERSTOCKING REGION CREDIT UNION
    United States
  • Lebanon Federal Credit Union
    United States
  • Ledyard National Bank
    United States
  • Lee Bank
    United States
  • Lee Bank and Trust Company
    United States
  • Lee County Bank
    United States
  • Legacy Bank
    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.