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.
7,057 to 7,104 of 10,268
- Pathward - BusinessUnited States
- Pathward - PersonalUnited States
- Pathway BankUnited States
- PATHWAY CREDIT UNIONUnited States
- Pathways Financial Credit UnionUnited States
- Pathwise Credit Union - Personal BankingCanada
- Patriot BankUnited States
- Patriot Bank of FloridaUnited States
- Patriot Bank of Millington - Cash ManagementUnited States
- Patriot Bank of Millington - PersonalUnited States
- Patriot Community BankUnited States
- Patriot Credit UnionUnited States
- Patriot Federal Credit UnionUnited States
- Patriots Bank (Kansas) - BusinessUnited States
- Patriots Bank (Kansas) - PersonalUnited States
- Patrons Bank - PersonalUnited States
- Patterson Federal Credit UnionUnited States
- Patterson State BankUnited States
- Pauls Valley National Bank - PersonalUnited States
- Pay Plans & BenefitsUnited States
- Paybotic FinancialUnited States
- Paymint for SnapCareUnited States
- Payne County BankUnited States
- PayPalUnited States, United Kingdom
- Payroll SolutionsUnited States
- Payroll USAUnited States
- Payrolling Partners IncUnited States
- PB&H BenefitsUnited States
- PBC Credit UnionUnited States
- PBK BankUnited States
- PCB BankUnited States
- PCSB Bank (IA)United States
- Peach State Bank & TrustUnited States
- Peach State Federal Credit UnionUnited States
- Peak Credit UnionUnited States
- Peake Federal Credit UnionUnited States
- Peapack Private Bank & TrustUnited States
- Pearl Hawaii Federal Credit UnionUnited States
- Pearland State BankUnited States
- Peebles - Credit CardUnited States
- Pegasus BankUnited States
- Pelican Credit UnionUnited States
- Pelion Benefits - ParticipantUnited States
- Pen Air Credit UnionUnited States
- Pendleton Community BankUnited States
- PenFed Credit UnionUnited States
- PenFinancial Credit Union - Personal BankingCanada
- Peninsula 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.