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.
5,617 to 5,664 of 10,268
- Legacy Bank - BusinessUnited States
- Legacy Bank - PersonalUnited States
- Legacy Bank (Florida) - BusinessUnited States
- Legacy Bank (Florida) - PersonalUnited States
- Legacy Bank (Iowa)United States
- Legacy Bank (Kansas)United States
- Legacy Bank and Trust (Missouri)United States
- Legacy Credit UnionUnited States
- Legacy Human ResourcesUnited States
- Legacy National BankUnited States
- Legacy State BankUnited States
- Legal Community Credit Union of ColoradoUnited States
- Legence BankUnited States
- Legend BankUnited States
- Legendary Pine MastercardUnited States
- Legends BankUnited States
- Legends Bank - BusinessUnited States
- Legends Bank of MissouriUnited States
- Legends West Bank (Lewellen, NE)United States
- Lehigh Valley Educators Credit UnionUnited States
- Leidos Your Retirement CenterUnited States
- Leighton State BankUnited States
- LemmaUnited States
- Lena State BankUnited States
- Lenco Credit UnionUnited States
- LendingClub - CommercialUnited States
- LendingClub - Personal & BusinessUnited States
- LendUpUnited States
- Lennox Employees Credit UnionUnited States
- LeRoy Federal Credit UnionUnited States
- Lesco Federal Credit UnionUnited States
- Letort Trust - Retirement AccessUnited States
- LeTourneau Credit UnionUnited States
- LetterUnited States
- Lettuce FinancialUnited States
- LeumiIsrael
- Level One Bank - PersonalUnited States
- Lever 1United States
- Levo Credit UnionUnited States
- LevroUnited States
- Lewis & Clark BankUnited States
- Lewis Clark Credit UnionUnited States
- Lexicon BankUnited States
- Lexus Pursuits VisaUnited States
- LG&W Federal Credit UnionUnited States
- LGE Community Credit UnionUnited States
- LGTLiechtenstein
- LibertySwitzerland
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.