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.
7,969 to 8,016 of 10,268
- Seaside National Bank & Trust - Online BankingUnited States
- Seattle Bank - BusinessUnited States
- Seattle Bank - PersonalUnited States
- Seattle Credit UnionUnited States
- SEBEstonia, Lithuania, Latvia, Sweden
- Sebasticook Valley FCU (Pittsfield, ME)United States
- SECNY Federal Credit UnionUnited States
- Second Bank of GreenshoreUnited States
- SECUUnited States
- SECU Brokerage ServicesUnited States
- Secured Advantage Federal Credit UnionUnited States
- Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestorUnited States
- Securian Retirement CenterUnited States
- Securities Research IncUnited States
- Security BankUnited States
- Security Bank (NE) - BusinessUnited States
- Security Bank (NE) - PersonalUnited States
- Security Bank (OK)United States
- Security Bank (TN)United States
- Security Bank & Trust Co. (Minnesota)United States
- Security Bank MidwestUnited States
- Security Bank of CrawfordUnited States
- Security Bank of Kansas CityUnited States
- Security Bank of Pulaski CountyUnited States
- Security Bank of the OzarksUnited States
- Security Bank USAUnited States
- Security Credit UnionUnited States
- Security Federal BankUnited States
- Security Federal Savings Bank (IN)United States
- Security Federal Savings Bank (McMinnville, TN)United States
- Security Financial BankUnited States
- Security First Bank - BusinessUnited States
- Security First Bank - PersonalUnited States
- Security First Bank of North Dakota (ND)United States
- Security First Credit Union (Edinburg, TX)United States
- Security First National Bank of HugoUnited States
- Security National Bank (OK)United States
- Security National Bank (OK) - BusinessUnited States
- Security National Bank of OmahaUnited States
- Security National Bank of Sioux City - BusinessUnited States
- Security National Bank of Sioux City - PersonalUnited States
- Security National Bank of South Dakota - Business eBankingUnited States
- Security National Bank of South Dakota - Online BankingUnited States
- Security National Financial Services - iconnect2investUnited States
- Security Savings BankUnited States
- Security Savings Bank (IA)United States
- Security Service Federal Credit UnionUnited States
- Security State BankUnited 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.