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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

9,457 to 9,504 of 10,268

  • UmbrellaBank.com - Personal
    United States
  • UME Federal Credit Union
    United States
  • UNB Bank
    United States
  • UNCLE Credit Union
    United States
  • UniBank
    United States
  • UniBank (WA)
    United States
  • Unicaja Banco
    Spain
  • UNICO Bank
    United States
  • Unicre
    Portugal
  • UniCredit
    Italy
  • UniFi
    United States
  • Unified Bank - Personal and Business
    United States
  • UNIFY Financial Credit Union
    United States
  • Union Bank
    United States
  • Union Bank - Credit
    United States
  • Union Bank (NC)
    United States
  • Union Bank (Vermont, New Hampshire)
    United States
  • Union Bank (WV) - Business
    United States
  • Union Bank (WV) - Personal
    United States
  • Union Bank & Trust - Credit Cards
    United States
  • Union Bank & Trust Co. (AR)
    United States
  • Union Bank & Trust Retirement Plan Services - Participant
    United States
  • Union Bank and Trust - Credit Cards
    United States
  • Union Bank and Trust Company
    United States
  • Union Bank and Trust Company (NE) - Business
    United States
  • Union Bank and Trust Company (NE) - Personal
    United States
  • Union Bay Credit Union - Personal Banking
    Canada
  • Union County Savings Bank
    United States
  • Union Federal Savings and Loan
    United States
  • Union Fidelity Federal Credit Union
    United States
  • Union Home Mortgage
    United States
  • Union National Bank - Business
    United States
  • Union National Bank - Personal
    United States
  • Union National Bank & Trust Co. (Sparta, WI) - Personal
    United States
  • Union Pacific Streamliner Federal Credit Union
    United States
  • Union Savings & Loan Association
    United States
  • Union Savings Bank (CT) - Business
    United States
  • Union Savings Bank (CT) - Personal
    United States
  • Union Savings Bank (IL)
    United States
  • Union Savings Bank (OH/IN/KY/PA)
    United States
  • Union Square Credit Union
    United States
  • Union State Bank
    United States
  • Union State Bank (Everest)
    United States
  • Union State Bank (Pell City, AL)
    United States
  • Union State Bank (Uniontown, KS)
    United States
  • Union State Bank (Winterset, IA) - Personal
    United States
  • Union Trades Credit Union
    United States
  • UnionHome Mortgage
    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