Skip to content

ProductIntegrations

Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

9,841 to 9,888 of 10,268

  • Voya Retirement - City of Los Angeles
    United States
  • Voya Retirement - City of Los Angeles DC Plan
    United States
  • Voya Retirement - CNS 401k Plan
    United States
  • Voya Retirement - DAIMLER Retirement Savings Plan
    United States
  • Voya Retirement - DaVita Retirement Savings Plan
    United States
  • Voya Retirement - Farm Credit Foundations
    United States
  • Voya Retirement - Fluor Corporation Retirement Plans
    United States
  • Voya Retirement - Freudenberg-NOK General Partnership 401k Plan
    United States
  • Voya Retirement - Gibson, Dunn & Crutcher Retirement Plan
    United States
  • Voya Retirement - Gwinnett County Retirement Plans
    United States
  • Voya Retirement - Hearst Benefits Wealth - Retirement Savings
    United States
  • Voya Retirement - Huber 401k Investment Program
    United States
  • Voya Retirement - Hunter Douglas Inc Savings 401k
    United States
  • Voya Retirement - Indiana Public Retirement System
    United States
  • Voya Retirement - Lubrizol Profit Sharing and Savings Plan
    United States
  • Voya Retirement - MasterCard Retirement Plan
    United States
  • Voya Retirement - Motorola Solutions 401K Plan
    United States
  • Voya Retirement - NAPA Profit Sharing Plans
    United States
  • Voya Retirement - Nestle SmartSavings Program
    United States
  • Voya Retirement - Nissan 401(k)
    United States
  • Voya Retirement - Occidental Petroleum Corporation
    United States
  • Voya Retirement - Oregon Savings Growth Plan
    United States
  • Voya Retirement - Pella Corporation 401k
    United States
  • Voya Retirement - PERS/OPSRP Individual Account Program
    United States
  • Voya Retirement - Publix 401k SMART Plan
    United States
  • Voya Retirement - Refinitiv Retirement Plan
    United States
  • Voya Retirement - Save-A-Lot 401(k) Plan
    United States
  • Voya Retirement - Serco Inc. 401(k) Retirement Plan
    United States
  • Voya Retirement - Sodexo 401k Savings Plan
    United States
  • Voya Retirement - Spirit AeroSystems Retirement
    United States
  • Voya Retirement - State of Michigan 401k/457 Plan
    United States
  • Voya Retirement - Sunlife Savings and Advantage Plan
    United States
  • Voya Retirement - SUPERVALU STAR 401k Plan
    United States
  • Voya Retirement - The MYR Group 401k
    United States
  • Voya Retirement - United Launch Alliance 401k Savings and Retirement Plan
    United States
  • Voya Retirement - UPS 401k Savings Plan
    United States
  • Voya Retirement - Xerox
    United States
  • Voyage Federal Credit Union
    United States
  • VP Bank
    Liechtenstein
  • Vue Community Credit Union
    United States
  • VyStar Credit Union
    United States
  • W-BEE Federal Credit Union
    United States
  • Waco Federal Credit Union
    United States
  • Waddell & Reed, Inc.
    United States
  • Wadena State Bank - Personal
    United States
  • WaFd Bank
    United States
  • Waggoner National Bank
    United States
  • Wahoo State Bank
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.