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.
8,545 to 8,592 of 10,268
- Stifel Bank - LoansUnited States
- Stifel Bank - PersonalUnited States
- Stifel Bank MortgageUnited States
- Stifel NicolausUnited States
- Stifel Trust Company - Client PointUnited States
- Stillman BankUnited States
- Stock Growers BankUnited States
- Stock Yards Bank & TrustUnited States
- Stockgrowers State Bank (Ashland, Meade KS)United States
- Stockgrowers State Bank (KS)United States
- Stockman Bank - Business (eBiz)United States
- Stockman Bank - Personal/Small Business (eBank)United States
- Stockmens BankUnited States
- Stockmens Bank (Cascade, MT)United States
- Stone BankUnited States
- Stonebridge Bank (MN)United States
- StonehamBank - Online BankingUnited States
- Story Financial Partners - CommercialUnited States
- Story Financial Partners - PersonalUnited States
- Stoughton Co-Operative Bank - PersonalUnited States
- Strait View Credit UnionUnited States
- Straits Area Credit UnionUnited States
- Strasburg State Bank - Online BankingUnited States
- Strata Credit UnionUnited States
- Strategic Federal Credit UnionUnited States
- Streamline CXOUnited States
- Streator Community Credit UnionUnited States
- Streator Home Savings Bank (Streator, IL) - PersonalUnited States
- Streator Onized Credit UnionUnited States
- Streetscape - JefferiesUnited States
- Stride Bank (Oklahoma) - Internet BankingUnited States
- Stride Credit UnionCanada
- Strip Steel Community Federal Credit UnionUnited States
- Stryv BankUnited States
- Studio BankUnited States
- Sturdy Savings BankUnited States
- Sturgis Bank - BusinessUnited States
- Sturgis Bank & Trust Company - PersonalUnited States
- Styl BankUnited States
- Success Bank (Bloomfield, Milton, Moulton IA) - PersonalUnited States
- Success Credit UnionUnited States
- Sudbury Credit Union - Online BankingCanada
- Suffolk Credit UnionUnited States
- Sugar River BankUnited States
- Sullivan BankUnited States
- Suma Yonkers FCUUnited States
- Summerland Credit UnionCanada
- Summit 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.