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.
961 to 1,008 of 10,268
- Bank of KilmichaelUnited States
- Bank of KirksvilleUnited States
- Bank of Labor - BusinessUnited States
- Bank of Labor - PersonalUnited States
- Bank of Lake MillsUnited States
- Bank of Lake VillageUnited States
- Bank of LaverneUnited States
- Bank of LexingtonUnited States
- Bank of Lincoln CountyUnited States
- Bank of LindsayUnited States
- Bank of Little RockUnited States
- Bank of LuxemburgUnited States
- Bank Of MadisonUnited States
- Bank of Maple PlainUnited States
- Bank of MarinUnited States
- Bank of MaustonUnited States
- Bank of MaysvilleUnited States
- Bank of MeadUnited States
- Bank of MillbrookUnited States
- Bank of Milton - PersonalUnited States
- Bank of MingoUnited States
- Bank of Montgomery (Illinois)United States
- Bank of Montgomery (LA)United States
- Bank of Monticello (GA) - PersonalUnited States
- Bank of Monticello (Missouri)United States
- Bank of MortonUnited States
- Bank of MoundvilleUnited States
- Bank of New England - PersonalUnited States
- Bank of New HampshireUnited States
- Bank of New MadridUnited States
- Bank of NewingtonUnited States
- Bank of Newman GroveUnited States
- Bank of North DakotaUnited States
- Bank of O'FallonUnited States
- Bank of Oak Ridge (LA)United States
- Bank of Oak Ridge (NC)United States
- Bank of Ocean City - PersonalUnited States
- Bank Of OdessaUnited States
- Bank of OklahomaUnited States
- Bank of Old MonroeUnited States
- Bank of PensacolaUnited States
- Bank of Perry CountyUnited States
- Bank of PontiacUnited States
- Bank of PragueUnited States
- Bank of Prairie du Sac - BusinessUnited States
- Bank of Prairie du Sac - PersonalUnited States
- Bank of Prairie VillageUnited States
- Bank of PrescottUnited 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.