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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

8,689 to 8,736 of 10,268

  • Tandem HR
    United States
  • TandemHR PeopleHub
    United States
  • TandemHR PeopleHub (Corporate)
    United States
  • Tandium
    United States
  • Tangerine - Personal
    Canada
  • Tank Payments
    United States
  • TAPCO Credit Union
    United States
  • Tarboro Savings Bank - Personal
    United States
  • Target Credit Union
    United States
  • Target REDCard
    United States
  • Targobank
    Germany
  • Tarrant County’s Credit Union
    United States
  • Tartan Finance
    United States
  • Tasi Bank
    United States
  • TastyTrade
    United States
  • Taunton Federal Credit Union
    United States
  • Taylor Bank
    United States
  • Taylor County Bank
    United States
  • Taylor CU
    United States
  • Taylorsville Savings Bank
    United States
  • Taylorville Community Credit Union
    United States
  • TBA Credit Union
    United States
  • TBK Bank - Commercial Center
    United States
  • TBK Bank - Personal
    United States
  • TBK Bank - Small Business
    United States
  • TBO Bank
    United States
  • TBO Bank Digital Branch - Digital Branch
    United States
  • TCG Retirement Administrators
    United States
  • TCT Credit Union
    United States
  • TCU Financial - Personal
    Canada
  • TD Auto Finance
    United States
  • TD Bank
    United States
  • TD Canada Trust
    Canada
  • TD Canada Trust - WebBroker
    Canada
  • TD Card Services
    United States
  • TD Wealth - NetXInvestor
    United States
  • TEACHERS CREDIT UNION
    United States
  • Teachers Credit Union (WI)
    United States
  • Teachers Federal Credit Union
    United States
  • Teachers Plus Credit Union
    United States
  • Teachers Retirement System of Georgia - Active Member
    United States
  • TEAM
    United States
  • Team One Credit Union
    United States
  • TEAMSTERS COUNCIL #37 CREDIT UNION
    United States
  • Teamsters Credit Union
    United States
  • Teamwork Services, Inc
    United States
  • Teamworks Corporate
    United States
  • Teamworks Group
    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.