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.
7,201 to 7,248 of 10,268
- Peoples State Bank of VelvaUnited States
- Peoples State Bank of WellsUnited States
- Peoples State Bank of WyalusingUnited States
- Peoples TrustCanada
- Peoples Trust & Savings BankUnited States
- Peoples Trust Company of St. AlbansUnited States
- PeoplesBank - Cash ManagementUnited States
- PeoplesBank - Personal & Business BankingUnited States
- PeoplesChoice Credit UnionUnited States
- PeoplesSouth BankUnited States
- PeoplesTrust Bank (AL)United States
- PEPCO Federal Credit UnionUnited States
- Percapita Group, IncUnited States
- Perennial Bank (MN)United States
- Perfect Circle Credit UnionUnited States
- PerkStreet Financial - Debit Card Number begins with 5519United States
- Permanent TsbIreland
- Perry Point Federal Credit UnionUnited States
- PershingUnited States
- Pershing Investments - NetXInvestorUnited States
- Personal Capital (Pershing Login)United States
- Personal Capital Pershing LoginUnited States
- Personal Finance CenterUnited States
- Persons Banking CompanyUnited States
- Peshtigo National Bank - BusinessUnited States
- Peshtigo National Bank - PersonalUnited States
- PetalUnited States
- Petefish, Skiles & Co.United States
- Petit Jean State BankUnited States
- PFCUUnited States
- PFD Firefighters' Credit UnionUnited States
- PFIC SecuritiesUnited States
- PGE Federal Credit UnionUnited States
- Phelps County BankUnited States
- Phenix-Girard BankUnited States
- Pheple FCUUnited States
- Philadelphia Federal Credit UnionUnited States
- Philadelphia Federal Credit Union - LoansUnited States
- Philadelphia Letter Carriers FCUUnited States
- Phillips 66 - Conoco 76 Personal Credit CardUnited States
- Phillips Edison-ARC Shopping Center REIT, Inc.United States
- Philo Exchange BankUnited States
- Phoenixville Federal Bank & Trust - PersonalUnited States
- Picatinny Federal Credit UnionUnited States
- Pickens FCUUnited States
- Pickens Savings and LoanUnited States
- PictetSwitzerland
- Piedmont Advantage 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.