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.
9,553 to 9,600 of 10,268
- United Financial Credit UnionUnited States
- United First Credit UnionUnited States
- United Heritage Credit UnionUnited States
- United Local Credit Union (Fresno, CA)United States
- United Midwest Savings Bank - PersonalUnited States
- United Minnesota BankUnited States
- United Mississippi BankUnited States
- United National BankUnited States
- United Nations Federal Credit UnionUnited States
- United Northwest Credit UnionUnited States
- United Pacific Bank (CA) - PersonalUnited States
- United Prairie Bank - BusinessUnited States
- United Prairie Bank - PersonalUnited States
- United Republic Bank - BusinessUnited States
- United Republic Bank - PersonalUnited States
- United Roosevelt Savings Bank - PersonalUnited States
- United Savings BankUnited States
- United Savings Credit UnionUnited States
- United Security Bank - e-Business SolutionsUnited States
- United Security Bank - PersonalUnited States
- United Security Bank (MO)United States
- United Southeast Federal Credit UnionUnited States
- United Southern BankUnited States
- United Southern Bank - BusinessUnited States
- United Southern Bank - PersonalUnited States
- United State BankUnited States
- United States Senate Federal Credit UnionUnited States
- United Teletech Financial FCUUnited States
- United Texas BankUnited States
- United Texas Credit UnionUnited States
- United Trades Federal Credit UnionUnited States
- United Valley BankUnited States
- United Valley Bank - Cash ManagementUnited States
- United Wholesale MortgageUnited States
- United Wholesale Mortgage - Online Payment LoginUnited States
- UnitedHealth Group Credit UnionUnited States
- UnitedOne Credit UnionUnited States
- Unitus Community Credit UnionUnited States
- Unity Bank - BusinessUnited States
- Unity Bank - PersonalUnited States
- Unity Bank (MN, WI) - Online BankingUnited States
- Unity Bank of MississippiUnited States
- Unity Credit UnionCanada
- Unity National Bank - BusinessUnited States
- Unity National Bank - PersonalUnited States
- Unity One Credit UnionUnited States
- Universal 1 Credit UnionUnited States
- Universal 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.