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.
529 to 576 of 10,268
- Ameriprise Financial - My Financial AccountsUnited States
- Ameris Bank - Business Online BankingUnited States
- Ameris Bank - Personal Online BankingUnited States
- AmeriServ Financial - BusinessUnited States
- AmeriServ Financial - PersonalUnited States
- AmeriState BankUnited States
- Ameritas - Wealthscape InvestorUnited States
- AMG National Trust Bank - 401k ParticipantsUnited States
- AMG National Trust Bank - BusinessUnited States
- AMG National Trust Bank - Personal BankingUnited States
- AMI Benefit Plan Administrators Inc - ParticipantUnited States
- Amistad BankUnited States
- Amoco Federal Credit UnionUnited States
- AmplaUnited States
- AmplifyUnited States
- Amplify Credit UnionUnited States
- ANB BankUnited States
- ANCH_NWUnited States
- Anchor Bank (FL) - PersonalUnited States
- Anchor D BankUnited States
- Ancorum Credit UnionUnited States
- AndbankAndorra
- Andbank EspañaSpain
- Andelskassen FælleskassenDenmark
- Anderson Brothers BankUnited States
- Anderson County Federal Credit UnionUnited States
- Anderson State BankUnited States
- Andes State BankUnited States
- Andi by Fidelity BankUnited States
- Andover BankUnited States
- Andover Bank - BusinessUnited States
- Andover Credit UnionUnited States
- Andover State BankUnited States
- Andrew Johnson Bank - PersonalUnited States
- Andrews FCUUnited States
- Andrews Federal Credit UnionUnited States
- Androscoggin Bank - PersonalUnited States
- ANECA Federal Credit UnionUnited States
- Angelina Federal Employees Credit UnionUnited States
- Angelina Savings BankUnited States
- AngelListUnited States
- Ann Taylor ALL Rewards (Comenity) - Credit CardUnited States
- Ann Taylor ALL Rewards Mastercard (Comenity) - MastercardUnited States
- Anna-Jonesboro National BankUnited States
- Annandale State Bank (MN)United States
- Anoka Hennepin CUUnited States
- Anstaff Bank - BOBUnited States
- Anstaff Bank - Personal / BusinessUnited 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.