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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

8,977 to 9,024 of 10,268

  • The First National Bank of Dozier
    United States
  • The First National Bank of Eldorado
    United States
  • The First National Bank of Elmer - Business Banking
    United States
  • The First National Bank of Elmer - Online Banking
    United States
  • The First National Bank of Ely (Ely, NV)
    United States
  • The First National Bank of Evant
    United States
  • The First National Bank of Fairfax
    United States
  • The First National Bank of Gilbert (Gilbert, MN)
    United States
  • The First National Bank of Gordon - Business
    United States
  • The First National Bank of Gordon - Personal
    United States
  • The First National Bank of Hartford
    United States
  • The First National Bank of Hope (KS) - Personal
    United States
  • The First National Bank of Hughes Springs
    United States
  • The First National Bank of Lawrence County
    United States
  • The First National Bank of Le Center
    United States
  • The First National Bank of Long Island - Business Online Banking
    United States
  • The First National Bank of McConnelsville
    United States
  • The First National Bank of Mertzon
    United States
  • The First National Bank of Monterey
    United States
  • The First National Bank of Nevada Missouri
    United States
  • The First National Bank of Oneida
    United States
  • The First National Bank of Orwell (Orwell, VT)
    United States
  • The First National Bank of Ottawa
    United States
  • The First National Bank of Pandora - Business
    United States
  • The First National Bank of Pandora - Personal
    United States
  • The First National Bank of Peterstown
    United States
  • The First National Bank of Sterling City
    United States
  • The First Security Bank
    United States
  • The First State Bank
    United States
  • The First State Bank (Abernathy, TX)
    United States
  • The First State Bank (OK) - Personal
    United States
  • The First State Bank (Oklahoma City, OK)
    United States
  • The First State Bank of Fountain
    United States
  • The First State Bank of Malta (Malta, MT) - Personal
    United States
  • The First State Bank of Pond Creek
    United States
  • The First State Bank of Rosemount
    United States
  • The First State Bank of Shelby
    United States
  • The Fisher National Bank
    United States
  • The Fort Jennings State Bank
    United States
  • The Fountain Trust Company
    United States
  • The Fowler State Bank
    United States
  • The Frederick Community Bank
    United States
  • The Geo. D. Warthen Bank
    United States
  • The Gerber State Bank - Personal
    United States
  • The Gifford State Bank
    United States
  • The Giles Organization - BenefitManager.NET
    United States
  • The Girard National Bank
    United States
  • The Glenview Trust Company
    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