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.
7,345 to 7,392 of 10,268
- PNB Community Bank - PersonalUnited States
- PNCUnited States
- Pocatello Railroad Credit UnionUnited States
- Point Breeze Credit UnionUnited States
- Point West Credit UnionUnited States
- PointBankUnited States
- Points West Community BankUnited States
- POINTWEST BANKUnited States
- Polam Federal Credit UnionUnited States
- Polaris Global Value FundUnited States
- Police and Fire Federal Credit UnionUnited States
- POLICE CREDIT UNION OF CONNECTICUTUnited States
- Police Federal Credit UnionUnited States
- Policemen's Federal Credit UnionUnited States
- Polish & Slavic Federal Credit UnionUnited States
- Polish National Credit UnionUnited States
- Polish-American Federal Credit UnionUnited States
- PolymarketUnited States
- Ponce Bank - BusinessUnited States
- Ponce Bank - PersonalUnited States
- Ponce Bank DirectUnited States
- Pony Express BankUnited States
- POPA Federal Credit UnionUnited States
- Poplar Grove State BankUnited States
- Poppy BankUnited States
- Popular Bank - BusinessUnited States
- Popular Bank - PersonalUnited States
- Popular Direct - PersonalUnited States
- Port Arthur Community Credit UnionUnited States
- Port City Federal Credit UnionUnited States
- PORT CONNEAUT CREDIT UNIONUnited States
- Port of Hampton Roads Ila Federal Credit UnionUnited States
- PORT OF HOUSTON CREDIT UNIONUnited States
- Port of Houston Warehouse Federal Credit UnionUnited States
- Port Washington State BankUnited States
- Port Washington State Bank - BusinessUnited States
- Portage BankUnited States
- Portage Community BankUnited States
- PorteUnited States
- Porter BankUnited States
- Portland Local 8 Credit UnionUnited States
- PortraitUnited States
- Post Office Credit Union of Maryland, Inc.United States
- Post Office Employees Credit UnionUnited States
- Post Office Employees Federal Credit UnionUnited States
- Post-Gazette Federal Credit UnionUnited States
- PostbankGermany
- PostCity Financial 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.