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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

7,153 to 7,200 of 10,268

  • Peoples Bank (WA) - Business Manager
    United States
  • Peoples Bank (WA) - Personal
    United States
  • Peoples Bank & Trust
    United States
  • Peoples Bank & Trust (Missouri)
    United States
  • Peoples Bank & Trust Co. (Oklahoma)
    United States
  • Peoples Bank & Trust Company
    United States
  • Peoples Bank and Trust (GA) - Personal
    United States
  • Peoples Bank of Alabama
    United States
  • Peoples Bank of Altenburg
    United States
  • Peoples Bank of Deer Lodge
    United States
  • Peoples Bank of East Tennessee
    United States
  • Peoples Bank of Graceville
    United States
  • Peoples Bank of Greensboro (AL)
    United States
  • Peoples Bank of Kankakee County - Personal
    United States
  • Peoples Bank of Kentucky
    United States
  • Peoples Bank of Lebanon
    United States
  • Peoples Bank of Middle Tennessee
    United States
  • Peoples Bank of Pointe Coupee Parish
    United States
  • Peoples Bank of the South
    United States
  • Peoples Bank of Wyaconda
    United States
  • Peoples Community Bank
    United States
  • Peoples Community Federal Credit Union
    United States
  • PEOPLES CREDIT UNION
    United States
  • Peoples Exchange Bank
    United States
  • Peoples Exchange Bank of Monroe - Personal
    United States
  • Peoples Federal Credit Union
    United States
  • Peoples Federal Savings and Loan Association
    United States
  • Peoples First Savings Bank - Business
    United States
  • Peoples First Savings Bank - Consumer
    United States
  • Peoples Independent Bank
    United States
  • Peoples National Bank (IL) - Business Express
    United States
  • Peoples National Bank (IL) - Personal
    United States
  • Peoples National Bank of Checotah
    United States
  • Peoples National Bank of Kewanee
    United States
  • Peoples Powered by Hanscom Federal Credit Union
    United States
  • Peoples Savings and Loan Company
    United States
  • Peoples Savings Bank of Rhineland
    United States
  • Peoples Security Bank and Trust
    United States
  • Peoples State Bank
    United States
  • Peoples State Bank (Munising, MI) - Personal
    United States
  • Peoples State Bank (OH)
    United States
  • Peoples State Bank (Southwest Wisconsin and Iowa)
    United States
  • Peoples State Bank (Wausau, WI) - Personal Banking
    United States
  • Peoples State Bank of Colfax (Colfax, IL) - Personal
    United States
  • Peoples State Bank of Hallettsville
    United States
  • Peoples State Bank of Newton
    United States
  • Peoples State Bank of Plainview - Personal
    United States
  • Peoples State Bank of Shepherd
    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.