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.
625 to 672 of 10,268
- Arize Federal Credit UnionUnited States
- Arizona Bank & TrustUnited States
- Arizona Central Credit UnionUnited States
- Arizona Financial Credit UnionUnited States
- Arizona State Retirement SystemUnited States
- Arizona State Retirement System - My ASRSUnited States
- Arkansas 529 GIFT PlanUnited States
- Arkansas Diamond Deferred Compensation PlanUnited States
- Arkansas Federal Credit UnionUnited States
- Arkansas Superior Credit UnionUnited States
- Arlington Federal Credit Union (VA)United States
- Arlo BankUnited States
- Armco Credit UnionUnited States
- Armed Forces BankUnited States
- Armor Bank - BusinessUnited States
- Armor Bank - PersonalUnited States
- Armstrong Associates Federal Credit UnionUnited States
- Armstrong Bank - Online BankingUnited States
- Aroostook County Federal Savings and Loan AssociationUnited States
- ArpariUnited States
- Arrha Credit Union (MA)United States
- Arrow Bank - BusinessUnited States
- Arrow Bank - PersonalUnited States
- Arrowhead BankUnited States
- Arrowhead Credit UnionUnited States
- Arsenal Credit UnionUnited States
- ART with IPX TechnologiesUnited States
- Artesia Credit UnionUnited States
- Arthur State BankUnited States
- Artisan FundsUnited States
- Artisans' Bank - Online BankingUnited States
- Arundel Federal Savings BankUnited States
- Arvest - Wealth ManagementUnited States
- Arvest Bank - Online BankingUnited States
- Arvest Central MortgageUnited States
- ASC Trust CorporationUnited States
- Ascend BankUnited States
- Ascend Federal Credit UnionUnited States
- Ascendia Bank ((formerly Glen Rock Savings))United States
- Ascension Credit UnionUnited States
- AscensusUnited States
- Ascensus - Mutual of OmahaUnited States
- Ascensus - American FundsUnited States
- Ascensus - BB&TUnited States
- Ascensus - Merrill LynchUnited States
- Ascensus - Mutual of OmahaUnited States
- Ascensus - PrudentialUnited States
- Ascent BankUnited 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.