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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

7,297 to 7,344 of 10,268

  • Pioneer Bank (Iowa) - Online
    United States
  • Pioneer Bank (MN) - Personal
    United States
  • Pioneer Bank (New Mexico) - Business
    United States
  • Pioneer Bank (New Mexico) - Personal
    United States
  • Pioneer Bank (NY)
    United States
  • Pioneer Bank (PA)
    United States
  • Pioneer Bank & Trust
    United States
  • Pioneer Community Bank
    United States
  • Pioneer Federal Credit Union
    United States
  • Pioneer Federal Savings and Loan Association
    United States
  • PIONEER MUTUAL CREDIT UNION
    United States
  • Pioneer Trust Bank - Business
    United States
  • Pioneer Trust Bank - Personal
    United States
  • Pioneer Valley Credit Union
    United States
  • Pioneer West Virginia FCU
    United States
  • Piqua State Bank
    United States
  • Piscataqua Savings Bank - Personal
    United States
  • Pitney Bowes Employees Federal Credit Union
    United States
  • Pittsburgh Federal Credit Union
    United States
  • Pittsburgh FireFighters FCU
    United States
  • Pittsford Federal Credit Union
    United States
  • PKB
    Switzerland
  • PKO Bank Polski
    Poland
  • Plains Commerce (SD) - Business
    United States
  • Plains Commerce Bank (SD) - Personal
    United States
  • PlainsCapital Bank - Business
    United States
  • PlainsCapital Bank - Personal
    United States
  • Plan Destination (now The Newport Group)
    United States
  • Planites Credit Union
    United States
  • Planters & Citizens Bank
    United States
  • Planters Bank
    United States
  • Planters Bank - Business
    United States
  • Planters Bank - Personal
    United States
  • Planters First Bank
    United States
  • Plaquemine Bank & Trust Company
    United States
  • Platinum Bank
    United States
  • Platinum Federal Credit Union (Duluth, GA)
    United States
  • Platte Valley Bank
    United States
  • Platte Valley Bank (NE) - Personal
    United States
  • Platte Valley Bank (WY) - Personal
    United States
  • Plattsmouth State Bank - Personal
    United States
  • Playstation Credit Card
    United States
  • Playstation Visa Credit Card
    United States
  • Pleasants County Bank
    United States
  • Plumas Bank
    United States
  • Plus Credit Union
    United States
  • Plus International Bank (FL)
    United States
  • PMI Resource
    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.