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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

7,633 to 7,680 of 10,268

  • Red River State Bank
    United States
  • Red Rocks Credit Union
    United States
  • Red Wing Credit Union
    United States
  • Redbrand Credit Union
    United States
  • Reddy Kilowatt Credit Union
    United States
  • Redneck Bank
    United States
  • Redstone Bank - Business
    United States
  • Redstone Bank - Personal
    United States
  • Redstone Federal Credit Union
    United States
  • REDW Business & Financial Advisors
    United States
  • Redwood Capital Bank
    United States
  • Redwood Credit Union - Digital Banking
    United States
  • Reelfoot Bank
    United States
  • Regent Bank
    United States
  • Region 10 Rams
    United States
  • Regional Acceptance Corporation
    United States
  • Regional Federal Credit Union
    United States
  • Regional Missouri Bank
    United States
  • Regions Bank
    United States
  • Regis HRG
    United States
  • Register Financial Associates Inc - Client Access
    United States
  • Reichmuth
    Switzerland
  • Relay Financial
    United States
  • RelayGO Card
    United States
  • Release
    United States
  • Reliabank (SD) - Cash Management
    United States
  • Reliabank (SD) - Online Banking
    United States
  • Reliable Credit Union
    United States
  • Reliance Bank (PA) - Personal
    United States
  • Reliance Bank (Redefining Service) - Business
    United States
  • Reliance Bank (Redefining Service) - Personal
    United States
  • Reliance Federal Credit Union
    United States
  • Reliance State Bank
    United States
  • Reliance Trust Company
    United States
  • Reliant Bank - Business
    United States
  • Reliant Community Credit Union
    United States
  • Relyance Bank - Commercial Banking
    United States
  • Relyance Bank - Personal
    United States
  • RelyOn Credit Union
    United States
  • Renasant Bank - Business
    United States
  • Renasant Bank - Personal
    United States
  • Rent App
    United States
  • Renta 4 Banco
    Spain
  • RentPlus
    United States
  • RentSpree
    United States
  • Republic Bank
    United States
  • Republic Bank & Trust Co. - Business
    United States
  • Republic Bank & Trust Co. - Personal
    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.