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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

9,361 to 9,408 of 10,268

  • Truist
    United States
  • Truity Credit Union
    United States
  • Truliant Federal Credit Union
    United States
  • Trumark Credit Union
    United States
  • TruNorth Bank (MA) - Personal
    United States
  • TruNorth Federal Credit Union
    United States
  • TruNorthern Federal Credit Union
    United States
  • TruPartner Credit Union
    United States
  • TruPoint Bank
    United States
  • TruService Community Federal Credit Union
    United States
  • Truss
    United States
  • Trust Company of Illinois
    United States
  • Trust Company of Kansas
    United States
  • Trust Company of Oklahoma - 401k Participant
    United States
  • Trust Federal Credit Union
    United States
  • Trust Point Inc - Retirement Plans
    United States
  • Trustar Bank
    United States
  • TruStar FCU of Park Rapids
    United States
  • TrustBank (Arizona and Illinois)
    United States
  • Trustco Bank
    United States
  • Trustmark
    United States
  • TruStone Financial
    United States
  • TrustTexas Bank - Business
    United States
  • TrustTexas Bank - Personal
    United States
  • TruWest Credit Union
    United States
  • Truxton Trust
    United States
  • TS Bank - Business
    United States
  • TS Bank - Personal
    United States
  • TSB
    United Kingdom
  • TTCU Federal Credit Union
    United States
  • TTCU Federal Credit Union - Credit Card
    United States
  • Tucoemas Federal Credit Union
    United States
  • Tucson Federal Credit Union
    United States
  • Tulare County Credit Union
    United States
  • Turbo Card by Green Dot
    United States
  • Turbotville National Bank
    United States
  • Turning Point Associates
    United States
  • Turning Point Associates Inc - Participant
    United States
  • Turtle Mountain State Bank - Personal
    United States
  • TVA Community Credit Union (AL)
    United States
  • TWG Benefits - Participant
    United States
  • Twin Cedars Bank - E-Banking
    United States
  • Twin River Bank (Lewiston, ID)
    United States
  • Twin Rivers Federal Credit Union
    United States
  • Two Harbors Credit Union
    United States
  • Two River Community Bank (NJ) - Online Banking
    United States
  • Two Rivers Bank & Trust (IA)
    United States
  • Two Rivers 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.