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.
7,585 to 7,632 of 10,268
- Radiant Credit UnionUnited States
- RadiFi Federal Credit UnionUnited States
- Radius Credit UnionUnited States
- Radius Federal Credit UnionUnited States
- Rahn+BodmerSwitzerland
- Railway Credit UnionUnited States
- Railway Employees Credit UnionUnited States
- Raiz Federal Credit UnionUnited States
- Rakuten Visa CardUnited States
- Rally Credit UnionUnited States
- RampUnited States
- Rancho Federal Credit UnionUnited States
- Randall State BankUnited States
- Randolph Brooks Federal Credit UnionUnited States
- Range Bank N.A.United States
- Rapides General Hospital Employees Federal Credit UnionUnited States
- Rapport Credit Union - Personal BankingCanada
- Raritan Bay Credit UnionUnited States
- Raritan State BankUnited States
- Ravalli County Federal Credit Union - PersonalUnited States
- Rave FinancialUnited States
- RAVENSWOOD CREDIT UNIONUnited States
- Rawlins National BankUnited States
- Raymond JamesUnited States
- Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)United States
- Raymond James BankUnited States
- Raymond James Client AccessUnited States
- Raymour & FlaniganUnited States
- Rayne State Bank - PersonalUnited States
- Raytown Lees Summit Community Credit UnionUnited States
- RBank of TexasUnited States
- RBC Advisor Connect - Client AccessUnited States
- RBC Direct InvestingCanada
- RBC Royal BankCanada
- RBC Wealth ManagementUnited States
- RCB BankUnited States
- re:MembersUnited States
- re360United States
- re360 (Corporate)United States
- Reading Co-Operative BankUnited States
- Real WalletUnited States
- Realty MogulUnited States
- RealtySharesUnited States
- Red Canoe Credit UnionUnited States
- Red Crown Credit UnionUnited States
- Red River BankUnited States
- Red River Credit UnionUnited States
- Red River Federal Credit Union (OK)United 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.