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

9,505 to 9,552 of 10,268

  • Unison Bank - Business
    United States
  • Unison Bank - Personal
    United States
  • Unison Credit Union
    United States
  • UNITE Credit Union
    United States
  • United 1st FCU
    United States
  • United Bank
    United States
  • United Bank - Business
    United States
  • United Bank - Personal & Small Business
    United States
  • United Bank (AL)
    United States
  • United Bank & Trust (KS)
    United States
  • United Bank & Trust (Marshalltown, IA)
    United States
  • United Bank of El Paso - Personal
    United States
  • United Bank of Iowa
    United States
  • United Bank of Michigan - Business
    United States
  • United Bank of Michigan - Personal
    United States
  • United Bank of Philadelphia - Personal
    United States
  • United Bank of Union
    United States
  • United Bay Community Credit Union
    United States
  • United Brokerage Services,Inc
    United States
  • United Business & Industry FCU
    United States
  • United Business Bank
    United States
  • United Business Bank - Business Online Plus
    United States
  • United Catholics Federal Credit Union
    United States
  • United Churches Credit Union
    United States
  • United Cities Credit Union
    United States
  • United Citizens Bank & Trust
    United States
  • United Citizens Bank of Southern Kentucky
    United States
  • United Commonwealth Bank - Online Banking
    United States
  • United Community
    United States
  • United Community Bank
    United States
  • United Community Bank - Business
    United States
  • United Community Bank - Personal
    United States
  • United Community Bank (IA) - Personal
    United States
  • United Community Bank (LA) - Business
    United States
  • United Community Bank (LA) - Personal
    United States
  • United Community Bank (Perham, MN)
    United States
  • United Community Bank of West Kentucky
    United States
  • United Community Credit Union
    United States
  • United Consumers Credit Union
    United States
  • United Credit Union
    United States
  • United Credit Union (MO)
    United States
  • United Credit Union (UNCU)
    United States
  • United Cumberland Bank
    United States
  • United Energy Credit Union
    United States
  • United Farmers State Bank
    United States
  • United Federal Credit Union
    United States
  • United Fidelity Bank - Business
    United States
  • United Fidelity Bank - Personal
    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.