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.
7,921 to 7,968 of 10,268
- Savannah Schools Federal Credit UnionUnited States
- Savers BankUnited States
- SaviBank - BusinessUnited States
- SaviBank - PersonalUnited States
- Savings Bank (Iowa)United States
- Savings Bank of Mendocino CountyUnited States
- Savings Bank of WalpoleUnited States
- Savings SquareUnited States
- Sawyer SavingsUnited States
- Scale Bank (MN) - Business BankingUnited States
- Scale Bank (MN) - Personal BankingUnited States
- Scale PEOUnited States
- ScanPayUnited States
- Scenic Community Credit UnionUnited States
- Schaumburg Bank & Trust Company - .COMmunity BankingUnited States
- Schaumburg Bank & Trust Company - iBusiness BankingUnited States
- Schenck Retirement Plan SolutionsUnited States
- Schertz Bank & Trust - eCorpUnited States
- Schertz Bank & Trust - PersonalUnited States
- Schlumberger Employees Credit UnionUnited States
- Schofield Federal Credit UnionUnited States
- Scholars ChoiceUnited States
- ScholarShare - California 529 College SavingsUnited States
- School District 3 Federal Credit Union (CO)United States
- Schools First FCUUnited States
- SchrodersUnited Kingdom
- Schuyler Savings Bank - PersonalUnited States
- Science Park Federal Credit UnionUnited States
- Scient Federal Credit UnionUnited States
- scntrkndbnkUnited States
- ScotiabankCanada
- Scott and White Employee Credit UnionUnited States
- Scott Credit UnionUnited States
- Scott State BankUnited States
- Scottsdale Community BankUnited States
- Scribner BankUnited States
- SCU Credit UnionUnited States
- SD advantage Retirement Solutions - ParticipantUnited States
- Sea Air Federal Credit Union (CA)United States
- Sea West Coast Guard FCUUnited States
- Seaboard Federal Credit UnionUnited States
- Seacoast BankUnited States
- Seacoast Commerce Bank - BusinessUnited States
- Seacomm Federal Credit UnionUnited States
- Seamen's Bank - BusinessUnited States
- Seamen's Bank - PersonalUnited States
- Searle & Co SecuritiesUnited States
- Sears Pacific 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.