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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

9,265 to 9,312 of 10,268

  • Town and Country Credit Union (IA)
    United States
  • Town Bank N.A.
    United States
  • Town Center Bank
    United States
  • Town Center Holdings, Inc.
    United States
  • Town of Cheektowaga Federal Credit Union
    United States
  • Town of Hempstead Employees Federal Credit Union
    United States
  • Town-Country United Bank
    United States
  • TowneBank - Business Online Banking
    United States
  • TowneBank - Credit Cards
    United States
  • TowneBank - Personal & Small Business
    United States
  • Towpath Credit Union
    United States
  • Toyota Financial Savings Bank
    United States
  • Toyota Rewards Visa Comenity Bank (Comenity)
    United States
  • TPNB Bank
    United States
  • TR Paul Inc - Participant
    United States
  • TrabajaCoop (Puerto Rico)
    United States
  • Tractor Supply - Citi Card
    United States
  • Trademark Federal Credit Union
    United States
  • TradePMR
    United States
  • Tradition Capital Bank
    United States
  • Traditional Bank
    United States
  • Traditions Bank
    United States
  • Traditions Bank, a Division of ACNB Bank
    United States
  • Traditions First Bank
    United States
  • Trail North Federal Credit Union
    United States
  • Trailhead Credit Union
    United States
  • TrailWest Bank
    United States
  • Trans Texas Southwest Credit Union
    United States
  • Transact Bank - Business
    United States
  • Transact Bank - Personal
    United States
  • Transamerica - Life Insurance
    United States
  • Transamerica - Retirement - NetXInvestor
    United States
  • Transcend Credit Union
    United States
  • Transit Employees FCU (TEFCU)
    United States
  • Transit Workers Credit Union
    United States
  • TransPecos Banks
    United States
  • Transportation Federal Credit Union
    United States
  • Transtar FCU
    United States
  • Traverse Catholic Federal Credit Union
    United States
  • Travis County Credit Union
    United States
  • Travis Credit Union
    United States
  • Trax Credit Union
    United States
  • Treadwell Credit Union
    United States
  • Treasury Department Federal Credit Union
    United States
  • Treasury Direct
    United States
  • Trek Credit Card
    United States
  • Tremont Credit Union
    United States
  • Trend Online
    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.