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.
6,769 to 6,816 of 10,268
- NW Priority Credit UnionUnited States
- NWPS Web AccessUnited States
- NXT BankUnited States
- NY FIREFIGHTERS BRAVEST CREDIT UNIONUnited States
- NYCE IRA - InvestmentsUnited States
- NykreditDenmark
- Nymeo Federal Credit UnionUnited States
- O Bee Credit UnionUnited States
- O.M.C. Employees' Credit UnionUnited States
- O'Bannon BankUnited States
- Oahe Credit UnionUnited States
- Oak Associates FundsUnited States
- Oak Bank (WI) - BusinessUnited States
- Oak Bank (WI) - PersonalUnited States
- Oak Cliff Christian Federal Credit UnionUnited States
- Oak Creek Valley BankUnited States
- Oak Valley Community BankUnited States
- Oak View National Bank - PersonalUnited States
- Oakland University Credit UnionUnited States
- OakStar BankUnited States
- Oakwood BankUnited States
- Oakwood Bank - PersonalUnited States
- Oakworth Capital BankUnited States
- Oakworth Capital Bank - Wealth Management & Trust (Trust)United States
- OAS FCUUnited States
- Oberweis - MyStreetscapeUnited States
- OC Federal Credit UnionUnited States
- Ocala Community Credit UnionUnited States
- Ocean Bank (FL)United States
- Ocean Financial Federal Credit UnionUnited States
- Ocean State Credit UnionUnited States
- OceanAir Federal Credit UnionUnited States
- OceanFirst Bank - BusinessUnited States
- OceanFirst Bank - PersonalUnited States
- Oconee Federal (GA, SC) - PersonalUnited States
- Oconee State BankUnited States
- ODDO BHFGermany
- Odin State Bank (Odin, MN)United States
- OELSUnited States
- OEM AmericaUnited States
- Office Depot - Personal Citi CardUnited States
- Ohio Educational Credit UnionUnited States
- Ohio Healthcare Federal Credit UnionUnited States
- Ohio State Bank - PersonalUnited States
- Ohio Tuition Trust - College Advantage 529 Saving PlanUnited States
- Ohio Valley BankUnited States
- Ohio Valley Community Credit UnionUnited States
- Ohio Valley 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.