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.
913 to 960 of 10,268
- Bank of Crockett (TN)United States
- Bank of CushingUnited States
- Bank of DadeUnited States
- Bank of DawsonUnited States
- Bank of DeerfieldUnited States
- Bank of DelightUnited States
- Bank of DentonUnited States
- Bank of DeSotoUnited States
- Bank of DicksonUnited States
- Bank of DoniphanUnited States
- Bank of DudleyUnited States
- Bank of EarlyUnited States
- Bank of Eastern OregonUnited States
- Bank of EastonUnited States
- Bank of EdisonUnited States
- Bank of Edmonson CountyUnited States
- Bank of England (AR)United States
- Bank of ErathUnited States
- Bank of Estes ParkUnited States
- Bank of EufaulaUnited States
- Bank of FarmingtonUnited States
- Bank of Frankewing - Online BankingUnited States
- Bank of FranklinUnited States
- Bank of Franklin CountyUnited States
- Bank of Gibson City (IL)United States
- Bank of GleasonUnited States
- Bank of Glen BurnieUnited States
- Bank of Glen UllinUnited States
- Bank of Grand LakeUnited States
- Bank of GrandinUnited States
- Bank of GreeleyvilleUnited States
- Bank of GuamUnited States
- Bank of HamiltonUnited States
- Bank of HartingtonUnited States
- Bank of Hawaii - Guam/Saipan/PalauUnited States
- Bank of Hawaii - State of HawaiiUnited States
- Bank of HaysUnited States
- Bank of HazeltonUnited States
- Bank of HindmanUnited States
- Bank of HollandUnited States
- Bank of Holly SpringsUnited States
- Bank of HopeUnited States
- Bank of HydroUnited States
- Bank of IberiaUnited States
- Bank of Idaho - Business Cash ManagementUnited States
- Bank of IrelandUnited Kingdom, Ireland
- Bank of Jackson HoleUnited States
- Bank of Jackson Hole - Treasury ManagementUnited 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.