Skip to content

ProductIntegrations

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

9,121 to 9,168 of 10,268

  • The Southern Bank Company
    United States
  • The Southern Credit Union
    United States
  • The St. Henry Bank - Personal
    United States
  • The Standard (U.S.)
    United States
  • The State Bank
    United States
  • The State Bank (IA)
    United States
  • The State Bank (MI) - Personal
    United States
  • The State Bank (Richmond, Missouri)
    United States
  • The State Bank & Trust Company - Business
    United States
  • The State Bank & Trust Company - Personal
    United States
  • The State Bank Group
    United States
  • The State Bank of Bern
    United States
  • The State Bank of Geneva
    United States
  • The State Bank of Texas
    United States
  • The State Credit Union (Charleston, WV)
    United States
  • The State Exchange Bank of Lamont
    United States
  • The Stephenson National Bank & Trust - Personal
    United States
  • The Stock Exchange Bank
    United States
  • The Stock Exchange Bank (OK)
    United States
  • The Summit Federal Credit Union
    United States
  • The Tampa State Bank (Tampa, KS)
    United States
  • The Tri-County Bank
    United States
  • The Trust Company
    United States
  • The Trust Company of Knoxville - Plan Participant
    United States
  • The Trust Company of Oklahoma - Account Access Login
    United States
  • The Trust Company of Vermont
    United States
  • The Twin Valley Bank
    United States
  • The Union Bank
    United States
  • The Union Bank Company - Personal
    United States
  • The United Methodist Credit Union
    United States
  • The University National Bank
    United States
  • The Upstate National Bank
    United States
  • The Valley State Bank
    United States
  • The Victory Bank
    United States
  • The Village Bank (MA) - Personal
    United States
  • The Walton State Bank
    United States
  • The Wanda State Bank
    United States
  • The Warrington Bank
    United States
  • The Washington Trust Company - Personal
    United States
  • The Waterford Commercial and Savings Bank
    United States
  • The Watkins Savings Bank
    United States
  • The West Tennessee Credit Union
    United States
  • The Wilson State Bank
    United States
  • The Wilton Bank
    United States
  • THE WRIGHT CREDIT UNION
    United States
  • Thera
    United States
  • Think Mutual Bank
    United States
  • Thinkwise Credit Union
    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