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.
8,113 to 8,160 of 10,268
- Shelby County State BankUnited States
- Shelby Savings BankUnited States
- Shelby State Bank - BusinessUnited States
- Shelby State Bank - PersonalUnited States
- Shell Credit CardUnited States
- Shell Federal Credit UnionUnited States
- Shell Geismar Credit UnionUnited States
- Shell Lake State BankUnited States
- Shell Western States Credit UnionUnited States
- Shemano GroupUnited States
- Shepherd Business SolutionsUnited States
- Sherburne State BankUnited States
- Sheridan Community Credit UnionUnited States
- Sherwin-Williams Credit UnionUnited States
- Sherwood Community BankUnited States
- Sherwood State BankUnited States
- ShiftKey WalletUnited States
- Shipbuiders Credit Union - PersonalUnited States
- Shopify BalanceUnited States
- Shore to Shore Community FCUUnited States
- Shore United BankUnited States
- Shoreham Bank - PersonalUnited States
- Shoreline Credit UnionUnited States
- Show-Me Credit UnionUnited States
- Shrewsbury Municipal Employees Federal Credit UnionUnited States
- Sicily Island State BankUnited States
- Sidecar HRUnited States
- Sidney Federal Credit UnionUnited States
- Sidney Federal Savings and Loan AssociationUnited States
- Sidney State BankUnited States
- Siemens HealthineersUnited States
- Sierra Central Credit UnionUnited States
- Sierra Pacific Federal Credit UnionUnited States
- Signal Financial Federal Credit UnionUnited States
- Signature BankUnited States
- Signature Bank (GA) - PersonalUnited States
- Signature Bank of ArkansasUnited States
- Signature Bank, N.A.United States
- Signature Federal Credit UnionUnited States
- Signet Federal Credit UnionUnited States
- SII InvestmentsUnited States
- Sikorsky Credit UnionUnited States
- Silex Banking CompanyUnited States
- Silicon Valley Bank - SVB GoUnited States
- Silver State Schools Credit UnionUnited States
- Silverado Credit UnionUnited States
- Silvergate Bank - Business Online BankingUnited States
- Silvergate Bank - Personal Online BankingUnited 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.