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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

8,929 to 8,976 of 10,268

  • The Dolores State Bank
    United States
  • The East End Food Co-Op Federal Credit Union
    United States
  • The Eastern Colorado Bank
    United States
  • The Eastern Colorado Bank - Treasury Management
    United States
  • The Edon State Bank Company (OH)
    United States
  • The Education Credit Union
    United States
  • The Education Plan
    United States
  • The Employer Group
    United States
  • The Equitable Bank
    United States
  • The Evangeline Bank and Trust Company
    United States
  • The Exchange Bank (Oklahoma)
    United States
  • The Exchange State Bank
    United States
  • The Fairmount State Bank
    United States
  • The Family Credit Union
    United States
  • The Farmers & Merchants Bank
    United States
  • The Farmers and Mechanics Bank (IL)
    United States
  • The Farmers and Merchants National Bank
    United States
  • The Farmers Bank
    United States
  • The Farmers Bank (GA) - Personal
    United States
  • The Farmers Bank of Appomattox (VA) - Consumer/Business
    United States
  • The Farmers Bank of Milton
    United States
  • The Farmers Bank of Mt. Pulaski
    United States
  • The Farmers National Bank of Lebanon
    United States
  • The Farmers State Bank
    United States
  • The Farmers State Bank - New Madison
    United States
  • The Farmers State Bank and Trust Company (Jacksonville, Illinois)
    United States
  • The Farmers State Bank of Brush
    United States
  • The Farmers State Bank of Oakley, Kansas
    United States
  • The Federal Savings Bank - Personal
    United States
  • The Finest Federal Credit Union
    United States
  • The First Bank and Trust Company of Murphysboro
    United States
  • The First Bank of Celeste
    United States
  • The First Bank of Greenwich
    United States
  • The First Bank of Okarche
    United States
  • The First Citizens National Bank
    United States
  • The First National Bank and Trust
    United States
  • The First National Bank in Amboy (IL)
    United States
  • The First National Bank in Cimarron
    United States
  • The First National Bank in Cooper
    United States
  • The First National Bank in Falfurrias
    United States
  • The First National Bank in Trinidad (Trinidad, CO) - iBank
    United States
  • The First National Bank in Trinidad (Trinidad, CO) - iBank Pro
    United States
  • The First National Bank Marlow/Comanche
    United States
  • The First National Bank of Allendale
    United States
  • The First National Bank of Ava (IL) - Personal
    United States
  • The First National Bank of Ballinger
    United States
  • The First National Bank of Blanchester
    United States
  • The First National Bank of Buhl (MN) - Personal
    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