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Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

7,009 to 7,056 of 10,268

  • Paramount Bank - Business
    United States
  • Paramount Residential Mortgage
    United States
  • PARDA Federal Credit Union
    United States
  • Parishioners Federal Credit Union
    United States
  • Park Avenue Advisory Services - MyStreetscape
    United States
  • Park Avenue Securities
    United States
  • Park Bank
    United States
  • Park Bank - Business
    United States
  • Park Bank - Personal
    United States
  • Park City Credit Union
    United States
  • Park Community Credit Union
    United States
  • Park National Bank - Personal
    United States
  • Park State Bank
    United States
  • Park State Bank & Trust
    United States
  • Park View Federal Credit Union
    United States
  • Parke Bank
    United States
  • Parker
    United States
  • Parks Heritage
    United States
  • Parkside Federal Credit Union
    United States
  • Parkside Financial Bank & Trust
    United States
  • Parkview Community Federal Credit Union
    United States
  • Parkway Bank & Trust Co - Business
    United States
  • Parkway Bank & Trust Co - Personal
    United States
  • Parsons Federal Credit Union
    United States
  • Parthenon Federal Credit Union
    United States
  • Partner Colorado Credit Union
    United States
  • Partners
    United States
  • Partners Bank (AR)
    United States
  • Partners Bank (ME, NH)
    United States
  • Partners Bank (WI)
    United States
  • Partners Bank of California
    United States
  • Partners Federal Credit Union
    United States
  • Partners PEO
    United States
  • Partnership Bank
    United States
  • Partnership Financial Credit Union
    United States
  • Pasadena Federal Credit Union
    United States
  • Pasadena Service Federal Credit Union
    United States
  • Passio Elevated HR
    United States
  • Passport
    United States
  • Passumpsic Bank
    United States
  • Patelco Credit Union
    United States
  • Patent and Trademark Office Federal Credit Union
    United States
  • PATH CREDIT UNION
    United States
  • Path2College 529 Plan
    United States
  • Pathfinder Bank - Business
    United States
  • Pathfinder Bank - Personal
    United States
  • PATHFINDER CREDIT UNION
    United States
  • Pathmark HR
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.