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.
8,497 to 8,544 of 10,268
- State Bank of WhittingtonUnited States
- State Central BankUnited States
- State CS Employees Credit UnionUnited States
- State Department Federal Credit UnionUnited States
- State Employees Credit UnionUnited States
- State Employees' Credit Union (NC)United States
- State Farm - AscensusUnited States
- State Farm 529 Savings PlanUnited States
- State Farm Federal Credit UnionUnited States
- State Highway Credit UnionUnited States
- State National Bank In WestUnited States
- State National Bank of Big SpringUnited States
- State Nebraska Bank & Trust (Wayne, NE)United States
- State of Hawaii - ERSUnited States
- State Savings Bank - Retail OnlineUnited States
- State Savings Bank (Bedford, IA)United States
- State Savings Bank (MI) - PersonalUnited States
- State Savings Bank-NW MichiganUnited States
- State Street Bank and Trust CompanyUnited States
- State Visa - Credit CardUnited States
- Statewide Federal Credit UnionUnited States
- STC Capital BankUnited States
- STCU - BusinessUnited States
- STCU - PersonalUnited States
- Steadfast REITsUnited States
- Stearns BankUnited States
- Stearns LendingUnited States
- Steel Valley Federal Credit UnionUnited States
- Steel Works Community Credit UnionUnited States
- Steinbach Credit Union - Personal BankingCanada
- Stellar BankUnited States
- StellerVista Credit UnionCanada
- StepUnited States
- Stephens IncUnited States
- Stepping Stones Community Federal Credit UnionUnited States
- Sterling BankUnited States
- Sterling Bank - BusinessUnited States
- Sterling Bank (WI)United States
- Sterling Bank and TrustUnited States
- Sterling Federal Bank - BusinessUnited States
- Sterling Federal Bank - PersonalUnited States
- Sterling Federal Credit UnionUnited States
- Sterling State Bank (MN) - BusinessUnited States
- Sterling State Bank (MN) - PersonalUnited States
- STERLING UNITED CREDIT UNIONUnited States
- StessaUnited States
- Steuben Citizens Federal Credit UnionUnited States
- Stifel Bank - Commercial 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.