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.
7,873 to 7,920 of 10,268
- Salmon Arm Savings and Credit Union - Personal BankingCanada
- SalonCentric Credit CardUnited States
- Salt City Federal Credit UnionUnited States
- Salyersville National BankUnited States
- Sam's Club - Credit CardUnited States
- San Angelo Credit UnionUnited States
- San Antonio Citizens Federal Credit UnionUnited States
- San Diego County Credit UnionUnited States
- San Diego Firefighters Federal Credit UnionUnited States
- San Diego Management GroupUnited States
- San Francisco Deferred Compensation PlanUnited States
- San Francisco Federal Credit UnionUnited States
- San Francisco Fire Credit UnionUnited States
- San Joaquin Power Employees Credit UnionUnited States
- San Juan CUUnited States
- SAN JUAN MOUNTAINS CREDIT UNIONUnited States
- San Luis Valley Federal BankUnited States
- San Tan Credit UnionUnited States
- Sanborn Savings Bank (IA)United States
- Sandhills BankUnited States
- Sandhills State BankUnited States
- Sandia Area Federal Credit UnionUnited States
- Sandy Spring Bank - PersonalUnited States
- Sanger BankUnited States
- Sanibel Captiva Community BankUnited States
- Sanofi Retirement - SavitzUnited States
- Santa Ana Credit UnionUnited States
- Santa Anna Federal Credit UnionUnited States
- Santa Barbara County Federal Credit UnionUnited States
- Santa Barbara Teachers FCUUnited States
- Santa Cruz Community Credit UnionUnited States
- Santa Fe Federal Credit UnionUnited States
- Santa Rosa County Federal Credit UnionUnited States
- SantanderGermany, United Kingdom, Spain
- Santander - PersonalUnited States
- Santander Bank - BusinessUnited States
- Santander SecuritiesUnited States
- Santee Cooper Credit UnionUnited States
- SANTO CHRISTO CREDIT UNIONUnited States
- Saratoga National Bank & Trust Company - BusinessUnited States
- Saratogas Community Credit UnionUnited States
- Sarco Federal Credit UnionUnited States
- Sargent County BankUnited States
- Saturna Brokerage ServicesUnited States
- Sauk Valley BankUnited States
- Savanna-Thomson State BankUnited States
- Savannah BankUnited States
- Savannah Postal 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.