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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

9,217 to 9,264 of 10,268

  • TN Bank
    United States
  • TN Bank - Business
    United States
  • TN Stars College Savings 529 Program
    United States
  • TNB Bank
    United States
  • TNConnect Credit Union
    United States
  • Toast Checking
    United States
  • Tobacco Valley Teachers Federal Credit Union
    United States
  • Today's Bank
    United States
  • Todos Unidos
    United States
  • Together Credit Union
    United States
  • Toledo Fire Fighters Credit Union
    United States
  • Toledo Police Federal Credit Union
    United States
  • TOLEDO URBAN CREDIT UNION
    United States
  • Tolleson
    United States
  • TOMAH AREA CREDIT UNION
    United States
  • Tomorrow
    Germany
  • Tompkins Community Bank - Banking
    United States
  • Tompkins State Bank - Personal
    United States
  • Tonawanda Community Credit Union
    United States
  • Tonawanda Valley Federal Credit Union
    United States
  • Tongass Federal Credit Union
    United States
  • Tongo
    United States
  • Toolbox
    United States
  • TOP TIER CREDIT UNION
    United States
  • Topkey
    United States
  • TopLine Financial Credit Union
    United States
  • TopMark Federal Credit Union
    United States
  • Topside Federal Credit Union
    United States
  • Toro Credit Union
    United States
  • Toro-Exmark - Citi Card
    United States
  • Torrid Insider - Credit Card
    United States
  • Torrington Municipal and Teachers Federal Credit Union
    United States
  • Torrington Savings Bank
    United States
  • Torrington Savings Bank - Trust (Trust)
    United States
  • Total Choice Federal Credit Union
    United States
  • Total Community Credit Union
    United States
  • Total HR
    United States
  • Touchmark National Bank
    United States
  • Touchstone Bank
    United States
  • Tower Community Bank
    United States
  • Tower Federal Credit Union
    United States
  • Town & Country Bank - Personal
    United States
  • Town & Country Bank (NE)
    United States
  • Town & Country Bank (NV)
    United States
  • Town & Country Bank and Trust Co (KY)
    United States
  • Town & Country Bank Midwest (MO, IL)
    United States
  • Town & Country Federal Credit Union
    United States
  • Town and Country 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.