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.
9,793 to 9,840 of 10,268
- Virgin Red Rewards CardUnited States
- Virginia Beach Schools Federal Credit UnionUnited States
- Virginia Coop Credit UnionUnited States
- Virginia Credit UnionUnited States
- Virginia National Bank - BusinessUnited States
- Virginia National Bank - PersonalUnited States
- Virginia Partners BankUnited States
- Virginia Retirement System - Deferred Compensation PlanUnited States
- Virtual BankUnited States
- Visa Commercial CardUnited States
- Vision BankUnited States
- Vision Bank (MN) - PersonalUnited States
- Vision Brokerage Services, LLC - MyStreetscapeUnited States
- Vision Credit Union - Online BankingCanada
- Vision Financial Federal Credit UnionUnited States
- Vision One Credit UnionUnited States
- VisionBank of IowaUnited States
- Visions Federal Credit UnionUnited States
- Vista 401kUnited States
- Vista BankUnited States
- Vista Bank - Treasury eServicesUnited States
- Vital Federal Credit UnionUnited States
- Viva FirstUnited States
- Volksbanken RaiffeisenbankenGermany
- Volkswagen Service Card - Citi CardUnited States
- Volt Credit UnionUnited States
- Volunteer BankUnited States
- Volunteer Federal Savings BankUnited States
- VontobelSwitzerland
- Voya - The Kidsheart 401(k) Profit Sharing PlanUnited States
- Voya Financial - Thomson ReutersUnited States
- Voya Financial Partners (formerly ING)United States
- Voya Retirement - ABA Retirement FundsUnited States
- Voya Retirement - Aetna 401kUnited States
- Voya Retirement - Akin Gump Strauss Hauer & Feld LLPUnited States
- Voya Retirement - Alliance Bernstein 401k PlanUnited States
- Voya Retirement - Aon PEPUnited States
- Voya Retirement - Archdiocese of New Orleans 401k PlanUnited States
- Voya Retirement - Atos 401k Savings PlanUnited States
- Voya Retirement - Baker Botts L.L.P. 401k and Savings PlanUnited States
- Voya Retirement - Ball 401kUnited States
- Voya Retirement - Baxter Savings PlansUnited States
- Voya Retirement - Best Buy Retirement Savings PlanUnited States
- Voya Retirement - Boyd Gaming Corp 401k Plan and TrustUnited States
- Voya Retirement - Calpers Supplemental Income PlansUnited States
- Voya Retirement - CalSTRS Pension2United States
- Voya Retirement - CenterPoint Energy Savings PlanUnited States
- Voya Retirement - CIRS 401kUnited 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.