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.
9,649 to 9,696 of 10,268
- Utah Community BankUnited States
- Utah Community Credit UnionUnited States
- Utah First Credit UnionUnited States
- Utah Heritage Credit UnionUnited States
- Utah Independent BankUnited States
- Utah Power Credit UnionUnited States
- Utah Retirement Services - myURSUnited States
- Utica Gas and Electric Credit UnionUnited States
- Utilities Employees Credit UnionUnited States
- Utility Employees Credit UnionUnited States
- UVA Community Credit UnionUnited States
- uVest Financial Services - Institution & ConsultantUnited States
- UW Credit UnionUnited States
- UWFSUnited States
- Uwharrie BankUnited States
- V BankSwitzerland
- V.P. Credit UnionCanada
- VA Desert Pacific FCUUnited States
- VA Pittsburgh Employees Federal Credit UnionUnited States
- Vacationland Federal Credit UnionUnited States
- Vadera CapitalUnited States
- Vah Lyons Employees Federal Credit UnionUnited States
- VALDOSTA TEACHERS CREDIT UNIONUnited States
- Valley Agriculture Federal Credit UnionUnited States
- Valley Bank - Bank LeumiUnited States
- Valley Bank - Business Online BankingUnited States
- Valley Bank - Commercial Online BankingUnited States
- Valley Bank - PersonalUnited States
- Valley Bank (MT)United States
- Valley Bank of CommerceUnited States
- Valley Bank of KalispellUnited States
- Valley Bank of NevadaUnited States
- Valley Bank of Nevada - BusinessUnited States
- Valley BanksUnited States
- Valley Central Savings BankUnited States
- Valley Community Credit UnionUnited States
- Valley Credit Union - Online Banking (Canada)Canada
- Valley Credit Union (Oregon)United States
- Valley Educators Credit UnionUnited States
- Valley Federal Credit UnionUnited States
- Valley Federal Credit Union (Texas)United States
- Valley First - Personal and Small BusinessCanada
- Valley First Credit UnionUnited States
- Valley Isle Community - Federal Credit UnionUnited States
- Valley Oak Credit UnionUnited States
- Valley State BankUnited States
- Valley State Bank (Alabama)United States
- Valley Strong Credit UnionUnited 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.