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Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

8,449 to 8,496 of 10,268

  • State Bank and Trust - Online Banking
    United States
  • State Bank Financial
    United States
  • State Bank Financial - Business Banking
    United States
  • State Bank Northwest
    United States
  • State Bank of Bement
    United States
  • State Bank of Bottineau
    United States
  • State Bank of Burnettsville
    United States
  • State Bank of Burrton
    United States
  • State Bank of Canton
    United States
  • State Bank of Cerro Gordo
    United States
  • State Bank of Chandler
    United States
  • State Bank of Cherry
    United States
  • State Bank of Chilton
    United States
  • State Bank of Cochran
    United States
  • State Bank of Cold Spring
    United States
  • State Bank of Countryside - i-Business Banking
    United States
  • State Bank of Countryside - Personal
    United States
  • State Bank of Davis (a division of Foresight Bank)
    United States
  • State Bank of DeKalb
    United States
  • State Bank of Eagle Butte
    United States
  • State Bank of Easton
    United States
  • State Bank of Fairmont
    United States
  • State Bank of Faribault
    United States
  • State Bank of Graymont
    United States
  • State Bank of Herscher
    United States
  • State Bank of India (California) - Business
    United States
  • State Bank of India (California) - Personal
    United States
  • State Bank of Industry
    United States
  • State Bank of Lake Park
    United States
  • State Bank of Medora
    United States
  • State Bank of Missouri
    United States
  • State Bank of New Richland
    United States
  • State Bank of Newburg
    United States
  • State Bank of Odell
    United States
  • State Bank of Pearl City
    United States
  • State Bank of Southern Utah
    United States
  • State Bank of Southwest Missouri
    United States
  • State Bank of Spencer
    United States
  • State Bank of Spring Hill
    United States
  • State Bank of St. Jacob
    United States
  • State Bank of Taunton - Personal
    United States
  • State Bank of Texas
    United States
  • State Bank of the Lakes N.A. - .COMmunity Banking
    United States
  • State Bank of the Lakes N.A. - iBusiness Banking
    United States
  • State Bank of Toledo
    United States
  • State Bank of Toulon
    United States
  • State Bank of Wapello - Personal
    United States
  • State Bank of Wheaton
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.