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.
10,081 to 10,128 of 10,268
- Westmark Credit UnionUnited States
- Westminster Federal Credit UnionUnited States
- Westoba Credit Union - Online BankingCanada
- Westpac Live - PersonalUnited States
- Westport Federal Credit UnionUnited States
- Westport ResourcesUnited States
- WeStreet Credit UnionUnited States
- WestSide State BankUnited States
- WestStar BankUnited States
- WestStar Credit Union (NV)United States
- WethosUnited States
- Wex - BenefitsUnited States
- Wexford Community Credit UnionUnited States
- Weyburn Credit UnionCanada
- Weyco Community Credit UnionUnited States
- Whatcom Educational CUUnited States
- WHEAT STATE CREDIT UNIONUnited States
- Wheatland BankUnited States
- Wheatland FCUUnited States
- Wheaton Bank & Trust Company N.A. - .COMmunity BankingUnited States
- Wheaton Bank & Trust Company N.A. - iBusiness BankingUnited States
- Wheelhouse Credit UnionUnited States
- Whitaker Bank (KY) - Whitaker Bank WeBUnited States
- White County Federal Credit UnionUnited States
- White Eagle Credit UnionUnited States
- White Oaks Wealth Private Bank - PersonalUnited States
- White River Credit Union (VM)United States
- White River Credit Union (WA)United States
- White Rose Credit UnionUnited States
- White Sands Credit UnionUnited States
- White State BankUnited States
- Whitefish Credit UnionUnited States
- Whitesville State BankUnited States
- Whitewater Regional Federal Credit UnionUnited States
- Whiting Refinery Federal Credit UnionUnited States
- Whitney Securities - StreetscapeUnited States
- Wichita Falls Federal Credit UnionUnited States
- Wichita Falls Teachers Federal Credit UnionUnited States
- Wichita Federal Credit UnionUnited States
- Widget FinancialUnited States
- Wildfire Credit UnionUnited States
- Wiley BrosUnited States
- WillaUnited States
- Willamette Community Bank - PersonalUnited States
- Willamette Valley Bank - PersonalUnited States
- William Penn Bank, FSBUnited States
- Williams Financial GroupUnited States
- Williams Lake & District Credit UnionCanada
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.