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.
7,489 to 7,536 of 10,268
- Progressions Credit UnionUnited States
- Progressive Bank (LA)United States
- Progressive Credit UnionCanada
- Progressive National BankUnited States
- Progressive Ozark Bank - PersonalUnited States
- Progrowth BankUnited States
- ProMedica Federal Credit UnionUnited States
- Promise One (GA) - PersonalUnited States
- Proponent Federal Credit UnionUnited States
- ProService Hawaii HRUnited States
- Prospect Bank - BankWise (Business)United States
- Prospect Bank - PersonalUnited States
- Prospectors Federal Credit UnionUnited States
- Prospera Credit UnionCanada, United States
- Prospera Financial ServicesUnited States
- Prosperity Bank - PersonalUnited States
- Prosperity Bank - Plan ParticipantUnited States
- Providence BankUnited States
- Providence Bank (NC) - BusinessUnited States
- Providence Bank (NC) - PersonalUnited States
- Providence Bank of TexasUnited States
- Provident BankUnited States
- Provident Bank - BusinessUnited States
- Provident Bank - ProvidentConnect - PersonalUnited States
- Provident Credit UnionUnited States
- Provident Federal Credit UnionUnited States
- Provident State Bank (MD) - BusinessUnited States
- Provincial Credit UnionCanada
- Provincial Government Employees Credit UnionCanada
- PRR South Fork Credit UnionUnited States
- Prudential - MyStreetscapeUnited States
- Prudential RetirementUnited States
- Prudential Savings Bank (PA) - PersonalUnited States
- PS Bank (PA)United States
- PSE Credit Union (OH)United States
- PSEG Nuclear Employees Federal Credit UnionUnited States
- Public Employee Retirement System of Idaho (myPERSI)United States
- PUBLIC EMPLOYEES CREDIT UNIONUnited States
- Public Employees Credit Union (TX)United States
- Public Employees' Retirement System of NevadaUnited States
- Public Service Credit UnionUnited States
- Public Service Credit Union (Canada)Canada
- Public Service Credit Union (MI)United States
- Public Service Federal Credit UnionUnited States
- Publix Employees Federal Credit UnionUnited States
- Pueblo Bank & Trust - BusinessUnited States
- Pueblo Bank & Trust - PersonalUnited States
- Puget Sound Cooperative 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.