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.
7,105 to 7,152 of 10,268
- Peninsula Federal Credit UnionUnited States
- Penlanco FCUUnited States
- Penn Community BankUnited States
- Penn East Federal Credit Union (PA)United States
- Penn Federal Credit UnionUnited States
- PennCrest Bank (Altoona, PA)United States
- Pennian BankUnited States
- Pennsville National Bank - PersonalUnited States
- Pennsylvania 529 Investment PlanUnited States
- Pennsylvania State Employees Credit UnionUnited States
- PenSamDenmark
- PenServ Plan Services, Inc. - ParticipantsUnited States
- PensionSource - Account Value.com - ParticipantsUnited States
- Pentucket BankUnited States
- Pentucket Bank - BusinessUnited States
- People Caring More Credit UnionUnited States
- People Driven Credit UnionUnited States
- People First Federal Credit UnionUnited States
- People HROUnited States
- People PremierUnited States
- People's Advantage Credit UnionUnited States
- People's Alliance Federal Credit UnionUnited States
- People's Bank (AR)United States
- People's Bank (OR) - Personal / BusinessUnited States
- People's Bank of Mount WashingtonUnited States
- People's Bank of SenecaUnited States
- PEOPLE'S CREDIT UNIONUnited States
- People's Credit Union (RI)United States
- PeoplEaseUnited States
- PeopleFirst Bank - BusinessUnited States
- PeopleFirst Bank - PersonalUnited States
- Peoples Advantage Federal Credit UnionUnited States
- Peoples BankUnited States
- Peoples Bank - BusinessUnited States
- Peoples Bank - PersonalUnited States
- Peoples Bank (AR)United States
- Peoples Bank (Chatham, Louisiana)United States
- Peoples Bank (Coldwater, KS)United States
- Peoples Bank (GA)United States
- Peoples Bank (IA)United States
- Peoples Bank (IA) - PersonalUnited States
- Peoples Bank (Indianola, IA)United States
- Peoples Bank (Lubbock, TX)United States
- Peoples Bank (Lubbock, TX) - BusinessUnited States
- Peoples Bank (MO)United States
- Peoples Bank (MS)United States
- Peoples Bank (North Carolina)United States
- Peoples Bank (Paris, TX)United 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.