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.
6,817 to 6,864 of 10,268
- Ohnward Bank & TrustUnited States
- Ohnward Financial Advisor ServicesUnited States
- OK Members First Credit UnionUnited States
- Okaloosa County Teachers FCUUnited States
- Okaloosa County Teachers Federal Credit UnionUnited States
- Oklahoma 529 College Savings PlanUnited States
- Oklahoma Capital Bank - BusinessUnited States
- Oklahoma Capital Bank - PersonalUnited States
- Oklahoma Central Credit UnionUnited States
- Oklahoma Community Credit UnionUnited States
- Oklahoma Educators Credit UnionUnited States
- Oklahoma Federal Credit UnionUnited States
- Oklahoma Heritage BankUnited States
- Oklahoma's Credit UnionUnited States
- Old Dominion National Bank - BusinessUnited States
- Old Dominion National Bank - PersonalUnited States
- Old Fort Banking CompanyUnited States
- Old Glory BankUnited States
- Old Hickory Credit UnionUnited States
- Old Mission Bank - PersonalUnited States
- Old National BankUnited States
- Old National Bank - Bank Feeds APIUnited States
- Old National Bank - Mortgage LoanUnited States
- Old Ocean Federal Credit UnionUnited States
- Old Plank Trail Community Bank N.A. - iBusiness BankingUnited States
- Old Point National BankUnited States
- Old Second Bank (IL)United States
- Old Town BankUnited States
- Old West FCUUnited States
- Olean Teachers' And Postal Federal Credit UnionUnited States
- Olin Employee Ownership PlanUnited States
- Olive View Federal Credit UnionUnited States
- Olpe State BankUnited States
- Olympia Credit Union (WA)United States
- Olympia Federal SavingsUnited States
- OMAHA DOUGLAS CREDIT UNIONUnited States
- Omaha Federal Credit UnionUnited States
- Omaha Police Credit UnionUnited States
- OMB BankUnited States
- Omega Federal Credit UnionUnited States
- OMISTA Credit UnionCanada
- Omni Community Credit UnionUnited States
- OmniBankUnited States
- Omnivest, Inc. - MyStreetscapeUnited States
- OmniwireUnited States
- On Tap Credit UnionUnited States
- One American BankUnited States
- One Bank of TennesseeUnited 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.