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.
5,809 to 5,856 of 10,268
- LuminorEstonia, Lithuania, Latvia
- Luminus Financial - Personal BankingCanada
- Lusitania Savings Bank (NJ)United States
- LUSO Federal Credit Union (MA)United States
- Luso-American Credit UnionUnited States
- Luther Burbank Savings - PersonalUnited States
- Lutheran Church Extension FundUnited States
- Lutheran Federal Credit UnionUnited States
- Luzerner KBSwitzerland
- Lyndon State BankUnited States
- Lynnville National BankUnited States
- Lyon County State BankUnited States
- Lyons Federal SavingsUnited States
- Lyons HRUnited States
- Lyons National BankUnited States
- M Benefit SolutionsUnited States
- M Benefit Solutions - Deferral PROUnited States
- M C Bank & Trust - BusinessUnited States
- M C Bank & Trust - PersonalUnited States
- M Holdings SecuritiesUnited States
- M-O Credit UnionUnited States
- M.Y. Safra BankUnited States
- M&S BankUnited Kingdom
- M&T BankUnited States
- M1 Bank - PersonalUnited States
- M1 FinanceUnited States
- MA BankUnited States
- Mabrey BankUnited States
- MAC Federal Credit UnionUnited States
- Machias Savings BankUnited States
- Macon Bank and Trust Company (TN)United States
- Macy's - Citi CardUnited States
- Madison County Bank (NE)United States
- Madison County Community BankUnited States
- Madison County Federal Credit UnionUnited States
- Madison Credit UnionUnited States
- Madison FundsUnited States
- Madison Valley BankUnited States
- Maerki BaumannSwitzerland
- Magnifi FinancialUnited States
- Magnolia BankUnited States
- Magnolia Federal Credit UnionUnited States
- Magnolia State BankUnited States
- Magnolia State Bank / Bank of EastmanUnited States
- Magyar Bank - BusinessUnited States
- Magyar Bank - PersonalUnited States
- Main BankUnited States
- Main Impact Federal 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.