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.
769 to 816 of 10,268
- B Riley Wealth ManagementUnited States
- B-M S FCUUnited States
- B.O.N.D. Community Federal Credit UnionUnited States
- B&H Payboo Credit CardUnited States
- b1BankUnited States
- B2 BankUnited States
- B9United States
- Backpack 529United States
- BADASS BANKUnited States
- Baden Retirement Plan ServicesUnited States
- Badger BankUnited States
- Badger Globe Credit UnionUnited States
- BADLANDS CREDIT UNIONUnited States
- Bainco International InvestorsUnited States
- Baker Boyer BankUnited States
- Baker Hughes Federal Credit UnionUnited States
- Bakersfield City Employees Federal Credit UnionUnited States
- Ballinger National BankUnited States
- Ballston Spa National BankUnited States
- Baltic State BankUnited States
- Banc Central - PersonalUnited States
- Banc of California (Previously Pacific Western Bank) - BusinessUnited States
- Banc of California (Previously Pacific Western Bank) - PersonalUnited States
- Banca AkrosItaly
- Banca del SempioneSwitzerland
- Banca di MacerataItaly
- Banca di Risparmio di SaviglianoItaly
- Banca FideuramItaly
- Banca MarchSpain
- Banca Monte dei Paschi di SienaItaly
- Banca Nazionale del Lavoro SpaItaly
- Banca Popolare delle Province MolisaneItaly
- Banca WidibaItaly
- BancFirst - Client PointUnited States
- BancFirst - Personal Online BankingUnited States
- Banco BIC PortuguêsPortugal
- Banco BPIPortugal
- Banco BPMItaly
- Banco Comercial PortuguêsPortugal
- Banco CTTPortugal
- Banco de Investimento GlobalSpain, Portugal
- Banco Europeo de FinanzasSpain
- Banco MediolanumSpain
- Banco MontepioPortugal
- Banco PichinchaSpain
- Banco Popular Puerto RicoUnited States
- Banco Português de GestãoPortugal
- Banco PostaItaly
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.