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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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9,025 to 9,072 of 10,268

  • The Goose River Bank
    United States
  • The Gunnison Bank and Trust Company
    United States
  • The Gwynedd Company
    United States
  • The Hamilton Bank
    United States
  • The Harbor Bank of Maryland - Harbor Biz Net
    United States
  • The Harbor Bank of Maryland - Personal
    United States
  • The Hartford SMART529 College Savings Plan - Advisor sold plan
    United States
  • The Harvard State Bank
    United States
  • The Havana National Bank
    United States
  • The Health and Education Credit Union
    United States
  • The Hershey State Bank
    United States
  • The Home Loan Savings Bank
    United States
  • The Home Trust & Savings Bank - Personal
    United States
  • The Hometown Savings Bank
    United States
  • The Honesdale National Bank
    United States
  • The Hopeton State Bank (Hopeton, OK) - Personal
    United States
  • The Idabel National Bank
    United States
  • The Ideal 401k Plan
    United States
  • The Infirmary Federal Credit Union
    United States
  • The Investment Center
    United States
  • The James Polk Stone National Bank
    United States
  • The Jefferson Bank
    United States
  • The Kansas State Bank
    United States
  • The Karnes County National Bank of Karnes City
    United States
  • The Liberty Savings Association, FSA - Personal
    United States
  • The Limited
    United States
  • The Local Credit Union
    United States
  • The Marblehead Bank (Marblehead, OH) - Consumer
    United States
  • The Maries County Bank (Washtenaw)
    United States
  • The Marion Center Bank - Personal
    United States
  • The Middleburg Bank
    United States
  • The Middlefield Banking Company - Business
    United States
  • The Middlefield Banking Company - Personal
    United States
  • The Milford Bank - Personal
    United States
  • The Milford Bank- Business - Business
    United States
  • The Miners National Bank of Eveleth
    United States
  • The Miners State Bank
    United States
  • The MINT National Bank
    United States
  • The Missouri Bank
    United States
  • The Morris State Bank
    United States
  • The Murray Bank (KY)
    United States
  • The Napoleon State Bank
    United States
  • The National Bank of Adams County
    United States
  • The National Bank of Indianapolis
    United States
  • The National Bank of Malvern
    United States
  • The Neffs National Bank
    United States
  • The Neiman Marcus Group Employees Federal Credit Union
    United States
  • The Nekoma State Bank
    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