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.
7,777 to 7,824 of 10,268
- Robert Lee State BankUnited States
- Robertson BankingUnited States
- RobinhoodUnited States
- Robins Financial Credit UnionUnited States
- Rochelle State BankUnited States
- Rochester & Monroe CO Emp Federal Credit UnionUnited States
- Rochester Area State Employees Federal Credit UnionUnited States
- Rock Canyon Bank - BusinessUnited States
- Rock Canyon Bank - Personal Online BankingUnited States
- Rock Valley Credit UnionUnited States
- Rockdale Federal Credit UnionUnited States
- Rocket City Federal Credit UnionUnited States
- Rocket DollarUnited States
- Rocket Federal Credit UnionUnited States
- Rocket MortgageUnited States
- Rockland Employees Federal Credit Union (Spring Valley, NY)United States
- Rockland Federal Credit UnionUnited States
- Rockland Savings Bank, FSBUnited States
- Rockland TrustUnited States
- RockPoint BankUnited States
- Rocky Credit UnionCanada
- Rocky Mountain Bank (Jackson, WY)United States
- Rocky Mountain Bank (MT)United States
- Rocky Mountain Bank & TrustUnited States
- Rocky Mountain Credit UnionUnited States
- Rocky Mountain Emp Benefits-Alliance Benefit GroupUnited States
- ROGERUnited States
- Rogue Credit UnionUnited States
- Rolette State Bank (ND) - PersonalUnited States
- Rolling F Credit UnionUnited States
- Rolling Hills BankUnited States
- Rollstone Bank & Trust - CommercialUnited States
- Rollstone Bank & Trust - Personal Online BankingUnited States
- Rome Federal Credit UnionUnited States
- Rondout Savings BankUnited States
- RoomPlace - Credit CardUnited States
- Root River State BankUnited States
- Roscoe BankUnited States
- Roscoe Bank - BusinessUnited States
- Rosedale Federal Savings & Loan AssociationUnited States
- Rosenort Credit UnionUnited States
- Ross-Simons - Citi CardUnited States
- Rothschild & CoUnited Kingdom
- Round Top State Bank - BusinessUnited States
- Round Top State Bank - PersonalUnited States
- Route 31 Credit UnionUnited States
- Routt Federal Credit UnionUnited States
- Royal AllianceUnited 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.