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.
6,961 to 7,008 of 10,268
- Ozark Federal Credit UnionUnited States
- Ozarks Federal Savings and LoanUnited States
- Ozona Bank - Mobile BankingUnited States
- P W C Employees Credit UnionUnited States
- P&A Group - Participant Retirement Account LoginUnited States
- P&G Mehoopany Employees FCUUnited States
- P1FCUUnited States
- PA Central FCUUnited States
- Pacific Alliance Bank - PersonalUnited States
- Pacific Cascade Federal Credit UnionUnited States
- Pacific Crest Federal Credit UnionUnited States
- Pacific Crest Savings BankUnited States
- Pacific Enterprise BankUnited States
- Pacific Global BankUnited States
- Pacific Horizon Credit UnionUnited States
- Pacific Life - Life InsuranceUnited States
- Pacific Mercantile Bank - Personal Online BankingUnited States
- Pacific National BankUnited States
- Pacific Northwest Ironworkers Federal Credit UnionUnited States
- Pacific NW Federal Credit UnionUnited States
- Pacific Service Credit UnionUnited States
- Pacific Valley Bank - PersonalUnited States
- Pacific West Bank - BusinessUnited States
- Pacific West Bank - PersonalUnited States
- Paducah BankUnited States
- PagaUnited States
- Pagoda Credit UnionUnited States
- PAHO/WHO Federal Credit UnionUnited States
- Palco Credit UnionUnited States
- Palisades Credit UnionUnited States
- Palmetto Citizens Federal Credit UnionUnited States
- Palmetto Federal Credit UnionUnited States
- Palmetto First Federal Credit UnionUnited States
- Palmetto Heritage Bank (SC)United States
- Palmetto State Bank - BusinessUnited States
- Palmetto State Bank - PersonalUnited States
- Palo Savings BankUnited States
- Pan American BankUnited States
- Panacea FinancialUnited States
- Panhandle Credit Union (FL) - PersonalUnited States
- Panhandle Federal Credit UnionUnited States
- Panhandle First BankUnited States
- Pantex Federal Credit UnionUnited States
- Paper City Savings BankUnited States
- Paradise BankUnited States
- Paragon BankUnited States
- Parama Credit Union - Online BankingCanada
- Paramount 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.