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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

5,761 to 5,808 of 10,268

  • Lone Star Credit Union
    United States
  • Lone Star National Bank
    United States
  • Lone Star State Bank (West Texas) - Commercial Access
    United States
  • Lone Star State Bank (West Texas) - Personal
    United States
  • LoneStar 529 Plan - Client Access
    United States
  • Long Beach City Employees Federal CU
    United States
  • Long Beach Firemen's Credit Union
    United States
  • Longview Bank
    United States
  • Longview Community Bank
    United States
  • looch
    United States
  • Lookout Credit Union
    United States
  • Loop Financial (CA)
    Canada
  • Loop Financial (US)
    United States
  • Lord Abbett - Regular Mutual Fund Account
    United States
  • LOreal USA Federal Credit Union
    United States
  • Lormet Community FCU
    United States
  • Los Alamos National Bank - eBanking
    United States
  • LOS ALAMOS SCHOOLS CREDIT UNION
    United States
  • Los Angeles Federal Credit Union
    United States
  • Los Angeles Police Federal Credit Union
    United States
  • Los Angeles Unified School District (457b)
    United States
  • Loudoun Credit Union
    United States
  • Louisiana 529 College Saving Program
    United States
  • Louisiana Catholic Federal Credit Union
    United States
  • Louisiana Central Credit Union
    United States
  • Louisiana National Bank (formerly First National Bank) - The Uncommon Bank
    United States
  • Louisiana USA Credit Union
    United States
  • Louviers Federal Credit Union
    United States
  • Lovelady State Bank
    United States
  • Lowe's Consumer Credit Card
    United States
  • Lowell Firefighters Credit Union
    United States
  • Lowell Five Bank
    United States
  • Lower East Side People's Federal Credit Union
    United States
  • Lowes Business Credit Center
    United States
  • Lowland CU(Morristown, TN)
    United States
  • Lowry State Bank
    United States
  • Loyalty Credit Union
    United States
  • LPL Financial
    United States
  • LSBX
    United States
  • LT Retire
    United States
  • Luana Savings Bank
    United States
  • Lubbock National Bank
    United States
  • Lubrizol Employees Credit Union
    United States
  • Lufkin Federal Credit Union
    United States
  • Lumanu
    United States
  • Lumbee Guaranty Bank
    United States
  • Lume
    United States
  • Luminate 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.