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.
8,353 to 8,400 of 10,268
- Spencer County BankUnited States
- Spencer Savings BankUnited States
- Spencer Savings Bank - Cash ManagementUnited States
- Spencerport Federal Credit UnionUnited States
- Spero FinancialUnited States
- Spirit Financial Credit UnionUnited States
- Spirit Human ResourcesUnited States
- Spirit of Alaska FCUUnited States
- Spirit of Texas BankUnited States
- SpiritBank - BusinessUnited States
- SpiritBank - PersonalUnited States
- Spiro State BankUnited States
- Split PayUnited States
- Spojnia Credit UnionUnited States
- Spokane City Credit Union (SCCU)United States
- Spokane Firefighters CU (Spokane, WA)United States
- Spokane Media Credit UnionUnited States
- Sportsmans Warehouse - Credit CardUnited States
- Spratt Savings Bank (Chester, Great Falls SC) - PersonalUnited States
- Spring Bank (NY) - BusinessUnited States
- Spring Bank (NY) - PersonalUnited States
- Spring Bank (WI)United States
- Spring Hill State BankUnited States
- Spring Valley City BankUnited States
- Springfield State BankUnited States
- Springs Valley Bank & Trust CompanyUnited States
- SpruceUnited States
- Spur Security BankUnited States
- SquareUnited States
- SRI Federal Credit UnionUnited States
- SRP Federal Credit UnionUnited States
- SRU Federal Credit UnionUnited States
- SS&C - GlobeOp Client PortalUnited States
- SSB Community Bank - PersonalUnited States
- SSgA Upromise 529 PlansUnited States
- St Michael's Federal Credit UnionUnited States
- St. Anne's Credit Union - BusinessUnited States
- St. Anne's Credit Union - PersonalUnited States
- St. Charles Bank & Trust Company N.A. - iBusiness BankingUnited States
- St. Charles Bank & Trust Company N.A. - Wintrust Digital BankingUnited States
- St. Clair State BankUnited States
- St. Cloud Financial Credit UnionUnited States
- St. Francis X. Federal Credit UnionUnited States
- St. Galler KBSwitzerland
- St. Germain Investment ManagementUnited States
- St. Jeans Credit UnionUnited States
- St. John National BankUnited States
- St. Johns BankUnited 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.