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.
8,161 to 8,208 of 10,268
- Simmons BankUnited States
- Simmons First - Investment GroupUnited States
- Simplicity Credit UnionUnited States
- Simplii FinancialCanada
- Simplot Credit UnionUnited States
- SimplyBank - PersonalUnited States
- Singing River Federal Credit UnionUnited States
- Siouxland Federal Credit UnionUnited States
- SIRENUnited States
- Siskiyou Central Credit UnionUnited States
- Sisseton-Wahpeton Federal Credit UnionUnited States
- SIU Credit UnionUnited States
- Siuslaw Bank's - Personal Online BankingUnited States
- SivoUnited States
- Sixth Bank of Southeastern BendUnited States
- Sixth Bank of Southwestern UhrichsvilleUnited States
- Skjern BankDenmark
- Skowhegan SavingsUnited States
- Sky Federal Credit UnionUnited States
- Skyla Credit UnionUnited States
- Skylight ONE - SkylightOneUnited States
- Skyline National BankUnited States
- Skyline National Bank - BusinessUnited States
- SkyOne Federal CreditUnited States
- SkyPoint Federal Credit UnionUnited States
- Skyward Credit UnionUnited States
- SlashUnited States
- Slavic 401k - Participant-InvestorsUnited States
- Slavic401kUnited States
- SLO Credit UnionUnited States
- SLO SMART Federal Credit UnionUnited States
- Sloan ServicingUnited States
- Slovenian Savings and Loan - Online BankingUnited States
- Slovenian Savings and Loan Association of Canonsburg (Strabane, PA)United States
- Smackover State BankUnited States
- Small Business BankUnited States
- Smart Financial Credit UnionUnited States
- SMART529 West Virginia College Savings PlanUnited States
- SmartBank - BusinessUnited States
- SmartBank - PersonalUnited States
- SMBC ManubankUnited States
- SmileUnited Kingdom
- Smile Generation Financial Credit Card (Comenity)United States
- smithhayes - MyStreetscapeUnited States
- SMS RetirementUnited States
- SMW 104 Credit UnionUnited States
- Snake River Federal Credit UnionUnited States
- SNB Bank National Association - PersonalUnited 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.