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.
8,209 to 8,256 of 10,268
- Sno Falls Credit UnionUnited States
- Snocope Credit UnionUnited States
- SNS BankNetherlands
- Soarion Credit UnionUnited States
- Social Security Credit UnionUnited States
- Societe GeneraleFrance
- Société GénéraleFrance
- SoFiUnited States
- SoFi - Servicing MOHELAUnited States
- Softite Community Federal Credit UnionUnited States
- Solano First Federal Credit UnionUnited States
- Solarity Credit UnionUnited States
- Solera National Bank - BusinessUnited States
- Solera National Bank - PersonalUnited States
- Solid Business SolutionsUnited States
- Solid WalletUnited States
- Solidarity Community Credit UnionUnited States
- Solium Shareworks - Global Stock and RewardsUnited States
- Solium Shareworks by Morgan StanleyUnited States
- Solon State Bank - PersonalUnited States
- Solutia Benefit Center (Mercer)United States
- Solution BankItaly
- Solutions Bank - BusinessUnited States
- Solutions Bank - PersonalUnited States
- Solutions Federal Credit UnionUnited States
- Solutions North BankUnited States
- Solvay BankUnited States
- Somerset Federal Credit UnionUnited States
- Somerset Regal Bank - BusinessUnited States
- Somerset Regal Bank - PersonalUnited States
- Somerset Trust CompanyUnited States
- Somerville BankUnited States
- Sonata BankUnited States
- Sonoma BankUnited States
- Sonora BankUnited States
- Soo Co-op Credit UnionUnited States
- Sooner State BankUnited States
- Sound Community BankUnited States
- Sound Credit UnionUnited States
- Sound Federal Credit UnionUnited States
- Soundview Financial Credit UnionUnited States
- Souris Credit UnionUnited States
- South Atlantic BankUnited States
- South Bay Credit UnionUnited States
- South Bend Firefighters Credit UnionUnited States
- South Carolina Federal Credit UnionUnited States
- South Carolina National Guard Federal Credit UnionUnited States
- South Carolina State 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.