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.
10,129 to 10,176 of 10,268
- Williams Lake & District Credit Union - Credit CardUnited States
- Williamstown BankUnited States
- Willow Island Federal Credit UnionUnited States
- Wilmington Savings Bank - BusinessUnited States
- Wilmington Savings Bank - PersonalUnited States
- Wilson & Muir Bank & Trust Co.United States
- Wilson Bank & TrustUnited States
- Winchester Co-operative BankUnited States
- Winchester Savings Bank - PersonalUnited States
- WindenUnited States
- Windsor Family Credit Union - Personal BankingCanada
- Windsor Federal SavingsUnited States
- Windsor Locks Credit UnionUnited States
- Windthorst Federal Credit UnionUnited States
- Wings Credit UnionUnited States
- Winnebago Community Credit Union (WI)United States
- Winnipeg Police Credit UnionUnited States
- Winnsboro State Bank & Trust CompanyUnited States
- WinslowUnited States
- Winslow - MyStreetscapeUnited States
- WinSouth Credit UnionUnited States
- Winston-Salem Federal Credit UnionUnited States
- Winter Hill Bank - PersonalUnited States
- Winthrop Area Credit UnionUnited States
- Winthrop-University Hospital Employ Credit UnionUnited States
- Wintrust Bank N.A. - Credit CardUnited States
- Wintrust Bank N.A. - Digital BankingUnited States
- Wintrust Bank N.A. - iBusiness BankingUnited States
- WipFli LLP Benefit Plan ServicesUnited States
- Wisconsin Bank & TrustUnited States
- Wisconsin Housing and Economic DevelopmentUnited States
- Wisconsin Medical Credit UnionUnited States
- Wisconsin's Cleveland State Bank (WI)United States
- WiseAustria, Belgium, Switzerland, Czechia, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Ireland, Italy, Lithuania, Latvia, Netherlands, Norway, Poland, Portugal, Sweden
- Wise (CA)Canada
- Wise (US)United States
- Wisely by ADPUnited States
- Wit Federal Credit UnionUnited States
- WixUnited States
- WMCUUnited States
- WNB Financial (Winona, MN)United States
- Woburn Municipal Federal Credit UnionUnited States
- Wolf River Community BankUnited States
- Wolverine State Credit UnionUnited States
- Woman WithinUnited States
- Womens Financial Network at SiebertUnited States
- Wood & Huston BankUnited States
- Wood County National 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.