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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.

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8,833 to 8,880 of 10,268

  • The Bank of Evergreen
    United States
  • The Bank of Fayette County - Cash Management
    United States
  • The Bank of Fayette County - Personal/Business
    United States
  • The Bank of Forest
    United States
  • The Bank of Grain Valley
    United States
  • The Bank of Greene County
    United States
  • The Bank of Halls - Personal
    United States
  • The Bank of Herrin
    United States
  • The Bank of Houston
    United States
  • The Bank of Jackson - Personal
    United States
  • The Bank of Kaukauna - Business
    United States
  • The Bank of Kaukauna - Personal
    United States
  • The Bank of Kremlin
    United States
  • The Bank of Lafayette
    United States
  • The Bank of Landisburg
    United States
  • The Bank of Marion
    United States
  • The Bank of Milan
    United States
  • The Bank of Missouri
    United States
  • The Bank of Monroe
    United States
  • The Bank of New Glarus and Sugar River Banks
    United States
  • The Bank of Princeton
    United States
  • The Bank of Protection
    United States
  • The Bank of Romney
    United States
  • The Bank of Salem (MO)
    United States
  • The Bank of San Jacinto County, Coldspring, Texas - Personal
    United States
  • The Bank of Southside Virginia
    United States
  • The Bank of Steinauer (Steinauer, NE)
    United States
  • The Bank of Tampa
    United States
  • The Bank of Tescott
    United States
  • The Bank of the West (OK)
    United States
  • The Bank of Tioga (ND) - Online Banking
    United States
  • The Bank of Vernon (AL)
    United States
  • The Bealls Outlet - Credit Card
    United States
  • The Bendena State Bank (Bendena, KS)
    United States
  • The Bennington State Bank
    United States
  • The Berkshire Bank (NJ, NY)
    United States
  • The Brattleboro Savings & Loan Assn., F.A.
    United States
  • The Business Bank
    United States
  • The Business Bank of St. Louis - Personal
    United States
  • The Callaway Bank - Business
    United States
  • The Callaway Bank - Personal
    United States
  • The Caputo Group
    United States
  • The Cecilian Bank
    United States
  • The Central National Bank of Alva (OK) - Personal
    United States
  • The Chesapeake Bank & Trust Co.
    United States
  • The Children's Place - Credit Card
    United States
  • The Citizens Bank
    United States
  • The Citizens Bank (KY) - Business
    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.

Book a demoSee the platform