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.
8,065 to 8,112 of 10,268
- Sephora Visa Credit CardUnited States
- SequenceUnited States
- SequinUnited States
- Sequoia Federal Credit UnionUnited States
- Sequoia OneUnited States
- Serco Inc. 401(k) Retirement PlanUnited States
- Series FinancialUnited States
- Servant HRUnited States
- ServbankUnited States
- Serve Credit UnionUnited States
- Service 1 Federal Credit UnionUnited States
- Service 1st Credit UnionUnited States
- Service 1st Federal Credit UnionUnited States
- Service Credit UnionUnited States
- Service Credit Union (WI)United States
- Service First Credit UnionUnited States
- Service One Credit UnionUnited States
- ServisFirst Bank - PersonalUnited States
- ServisFirst Bank - Personal Credit CardUnited States
- ServU Credit UnionUnited States
- Servus Credit Union - MastercardCanada
- Servus Credit Union - Personal Online BankingCanada
- SESLOC Credit UnionUnited States
- Settlers BankUnited States
- Settlers Bank - BusinessUnited States
- Settlers Bank (Marietta, OH)United States
- Settlers Credit UnionUnited States
- Sevenfold Federal Credit UnionUnited States
- Seventh Bank of Southeastern XenophonUnited States
- Seventh Bank of Upper GrommetUnited States
- Severn Savings Bank - BusinessUnited States
- Sevier County BankUnited States
- Sewickley Savings Bank (PA)United States
- SezzleUnited States
- SG Kleinwort HambrosUnited Kingdom
- Shamrock BankUnited States
- ShareBuilder 401k - ASCENSUSUnited States
- Shared Resources Credit UnionUnited States
- Sharefax Credit UnionUnited States
- Shareholders Service GroupUnited States
- Sharepoint Credit UnionUnited States
- Sharon Savings BankUnited States
- Sharons Credit UnionCanada
- Sharonview Federal Credit UnionUnited States
- SheakleyUnited States
- Sheakley - Client AccessUnited States
- Sheboygan Area Credit UnionUnited States
- Shelby County 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.