Integrable with stacks like Orion, Addepar, and Black Diamond.
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.
49 to 96 of 10,268
- 360 Federal Credit UnionUnited States
- 42 North Private - Online BankingUnited States
- 44 North Credit UnionUnited States
- 49er FCU - InvestmentsUnited States
- 4Front Credit UnionUnited States
- 4U CREDIT UNIONUnited States
- 5 Point Credit UnionUnited States
- 5 Star BankUnited States
- 717 Credit UnionUnited States
- 802 Credit UnionUnited States
- 8th Bank of Northern ConnecticutUnited States
- 92018United States
- 92033United States
- 92040United States
- 92057United States
- 92058United States
- 92101United States
- A.R. Schmeidler and CompanyUnited States
- A&A Employer ServicesUnited States
- A&S Federal Credit UnionUnited States
- A+ Federal Credit UnionUnited States
- AAA (Credit Card)United States
- AAA Banking - PersonalUnited States
- AAA Visa Signature Credit CardUnited States
- AAAA Benefits - Retirement PlansUnited States
- AAC Credit UnionUnited States
- AAEC Credit UnionUnited States
- Aargauische Kantonalbank (AKB)Switzerland
- AB&T National BankUnited States
- AB&W Emp. Credit UnionUnited States
- Abacus Federal Saving BankUnited States
- AbancaSpain
- Abbeville First BankUnited States
- Abbeville First Bank - PersonalUnited States
- Abbey Credit UnionUnited States
- Abbott Laboratories Employee Credit UnionUnited States
- Abby Bank - BusinessUnited States
- Abby Bank - PersonalUnited States
- ABD Federal Credit UnionUnited States
- ABE Federal Credit UnionUnited States
- Abilene Teachers Federal Credit UnionUnited States
- ableBankingUnited States
- ABN AMROBelgium, Netherlands
- ABNB Federal Credit UnionUnited States
- Abound Credit UnionUnited States
- Abri Credit UnionUnited States
- Academic Federal Credit UnionUnited States
- Academy BankUnited States
List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.
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.
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.
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.