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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

9,073 to 9,120 of 10,268

  • The New Washington State Bank - Business
    United States
  • The New Washington State Bank - Personal
    United States
  • The Newport Group (Participant)
    United States
  • The Northern State Bank of Gonvick
    United States
  • The Northumberland National Bank
    United States
  • The Oakmark Funds
    United States
  • The Ottoville Bank Company
    United States
  • The Pangburn Company - Participant
    United States
  • The Payroll Company
    United States
  • The Pecos County State Bank (TX)
    United States
  • The Peoples Bank
    United States
  • The Peoples Bank (Biloxi, MS) - Online Banking
    United States
  • The Peoples Bank (Eatonton, Georgia)
    United States
  • The Peoples Bank (Kansas)
    United States
  • The Peoples Bank (SC)
    United States
  • The Peoples Bank Co
    United States
  • The Peoples Bank of Georgia
    United States
  • The Peoples Community Bank
    United States
  • The Peoples Community Bank - Business
    United States
  • The Peoples Federal Credit Union
    United States
  • The Peoples Savings and Loan Company (West Liberty, OH)
    United States
  • The Peoples Savings Bank
    United States
  • The Peoples Savings Bank (Washington County, Ohio)
    United States
  • The Peoples State Bank - Personal
    United States
  • The Perryton National Bank
    United States
  • The Piedmont Bank - Personal
    United States
  • The Pineries Bank
    United States
  • The Pittsfield Cooperative Bank - Personal
    United States
  • The Plains State Bank (TX)
    United States
  • The Poca Valley Bank, Inc.
    United States
  • The Police Credit Union
    United States
  • The Port Austin State Bank - Personal
    United States
  • The Portage County Bank
    United States
  • The Potter State Bank
    United States
  • The Republic Banking Company
    United States
  • The Resource
    United States
  • The Retirement Plan Company (TRPC)
    United States
  • The Retirement Solution
    United States
  • The Richwood Banking Company
    United States
  • The Riddell National Bank (IN) - Business
    United States
  • The Riddell National Bank (IN) - Personal
    United States
  • The RiverBank - Personal
    United States
  • The Savings Bank
    United States
  • The Savings Bank - Business
    United States
  • The Savings Bank (MA) - Personal
    United States
  • The Savings Bank (OH) - Business
    United States
  • The Seymour Bank
    United States
  • The Solomon Foundation - Client
    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