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

9,313 to 9,360 of 10,268

  • Tri Boro Credit Union
    United States
  • Tri City National Bank
    United States
  • Tri Counties Bank - Personal Online Banking
    United States
  • Tri Counties Bank - Trico Business Express
    United States
  • Tri County Area Federal Credit Union (PA)
    United States
  • Tri State Area Federal Credit Union
    United States
  • Tri-Cities Credit Union
    United States
  • Tri-County Bank
    United States
  • Tri-County Bank (Chico, CA)
    United States
  • Tri-County Trust Company
    United States
  • TRI-CU Credit Union
    United States
  • Tri-Lakes Credit Union
    United States
  • Tri-Valley Bank - Randolph, IA
    United States
  • Triad Bank
    United States
  • Triad Bank (OK)
    United States
  • Triad Business Bank
    United States
  • Triad Business Bank - Commercial Banking
    United States
  • Triangle Credit Union
    United States
  • Triangle FCU (Columbus, MS)
    United States
  • Tribevest
    United States
  • Tricentury Bank
    United States
  • Trigon Staff Administrators
    United States
  • Trinet - FSA
    United States
  • Trinity Bank
    United States
  • Trinity Capital Bank of Texas
    United States
  • Triodos Bank
    United Kingdom, Netherlands
  • TriStar Bank (TN)
    United States
  • TriState Capital Bank - Personal
    United States
  • TriState Capital Bank - Treasury - Corporate
    United States
  • TriState Capital Bank - Treasury - Small Business
    United States
  • Triumph State Bank (Trimont, MN)
    United States
  • Trius Federal Credit Union
    United States
  • Trona Valley Community FCU
    United States
  • Tropical Financial Credit Union
    United States
  • Troy Bank & Trust - Online Banking
    United States
  • Tru-Fi Credit Union
    United States
  • TruBank
    United States
  • Trubee Collins
    United States
  • TruChoice Federal Credit Union
    United States
  • TruckSmarter
    United States
  • TruCommunity Bank (ND) - Online Banking
    United States
  • TRUE Community Credit Union
    United States
  • True HR
    United States
  • True North Federal Credit Union
    United States
  • True Sky Credit Union
    United States
  • TrueCore Federal Credit Union
    United States
  • TruEnergy Federal Credit Union
    United States
  • TruGrocer Federal 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.