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.
9,985 to 10,032 of 10,268
- Welcome Federal Credit UnionUnited States
- Weld Community Credit UnionUnited States
- Wellby FinancialUnited States
- Wellington ShieldsUnited States
- Wellington State BankUnited States
- WellingtonHQUnited States
- Wells FargoUnited States
- Wells River Savings BankUnited States
- Wellspring Credit UnionUnited States
- Wellworth BankUnited States
- Wenona State BankUnited States
- WEOKIE Federal Credit UnionUnited States
- WEPCO Federal Credit UnionUnited States
- WES Credit UnionUnited States
- WesBanco - BusinessUnited States
- WesBanco - PersonalUnited States
- Wescom FinancialUnited States
- Wesla Credit UnionUnited States
- Wesleyan Investment FoundationUnited States
- West Alabama Bank - BusinessUnited States
- West Alabama Bank - PersonalUnited States
- West Bank (IA) - eCorpUnited States
- West Bank (IA) - Online BankingUnited States
- West Bank (IA) - TrustUnited States
- West Branch Valley Federal Credit UnionUnited States
- West Central BankUnited States
- West Central Georgia BankUnited States
- West Coast Community BankUnited States
- West Coast Federal Employees Credit UnionUnited States
- West Community Credit UnionUnited States
- West Gate Bank - PersonalUnited States
- West Gate Bank - TreasuryUnited States
- West Iowa Bank - PersonalUnited States
- West Metro Schools Credit UnionUnited States
- West Michigan Community BankUnited States
- West Michigan Postal Service Federal Credit UnionUnited States
- West Plains BankUnited States
- West Plains Bank & Trust Company - Business eBankingUnited States
- West Plains Bank & Trust Company - PersonalUnited States
- West Plains Savings and Loan AssociationUnited States
- West Point BankUnited States
- West Pointe BankUnited States
- West Pointe Bank - BusinessUnited States
- West Shore BankUnited States
- West Texas Credit UnionUnited States
- West Texas National Bank - PersonalUnited States
- West Texas National Bank - Small BusinessUnited States
- West Texas State 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.