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.
721 to 768 of 10,268
- Auburn BankUnited States
- Auburn Community Federal Credit UnionUnited States
- Auburn Savings BankUnited States
- Auburn State BankUnited States
- Auburn University Federal Credit UnionUnited States
- AuburnBankUnited States
- Audubon State BankUnited States
- Augusta Health Care Credit UnionUnited States
- Augusta VAH Credit UnionUnited States
- AurGroup Financial Credit UnionUnited States
- Aurora Federal Credit UnionUnited States
- Austin Bank - BusinessUnited States
- Austin Bank - PersonalUnited States
- Austin Capital BankUnited States
- Austin City Employees Credit Union - Online BankingUnited States
- Austin County State Bank (TX)United States
- Austin Telco Federal Credit UnionUnited States
- Auto-Owners Associates Credit UnionUnited States
- Autotruck Financial Credit Union - NetBranchUnited States
- Avadian Credit UnionUnited States
- Availa Bank - PersonalUnited States
- Avalon HRUnited States
- AvantaxUnited States
- Avanti Federal Credit UnionUnited States
- AVB BankUnited States
- Avenir Financial Federal Credit UnionUnited States
- Avenue - Credit CardUnited States
- Avestar Credit UnionUnited States
- AvidbankUnited States
- Avidia BankUnited States
- Avidia Bank - BusinessUnited States
- Avidia Bank - Health (HSA Accounts)United States
- Avon Products Employees Credit UnionUnited States
- Awakon Federal Credit UnionUnited States
- AXA BanqueFrance
- Axiom Bank - Personal/Small BusinessUnited States
- Axion / Banco StatoSwitzerland
- Axios HRUnited States
- Axos BankUnited States
- Axos Bank - BusinessUnited States
- Axos Bank - Commercial (pilot)United States
- Axos Bank for NationwideUnited States
- AxysSwitzerland
- AYS At Your ServiceUnited States
- Azalea City Credit UnionUnited States
- AzulosUnited States
- Azura Credit Union - Online BankingUnited States
- B RileyUnited 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.