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.
1,009 to 1,056 of 10,268
- Bank of RantoulUnited States
- Bank of RichmondvilleUnited States
- Bank of Ripley & Bank of TiptonUnited States
- Bank of San FranciscoUnited States
- Bank of Santa BarbaraUnited States
- Bank of ScotlandUnited Kingdom
- Bank of SingaporeSingapore
- Bank of South Carolina - PersonalUnited States
- Bank of South Texas - BusinessUnited States
- Bank of South Texas - PersonalUnited States
- Bank of Springfield - BusinessUnited States
- Bank of Springfield - PersonalUnited States
- Bank of St. Croix - BusinessUnited States
- Bank of St. Croix - PersonalUnited States
- Bank of St. FrancisvilleUnited States
- Bank of Star ValleyUnited States
- Bank of StocktonUnited States
- Bank of Sun PrairieUnited States
- Bank of Sunset and Trust CompanyUnited States
- Bank of TennesseeUnited States
- Bank of TexasUnited States
- Bank of the Bluegrass & Trust Co.United States
- Bank of the Flint HillsUnited States
- Bank of the James - Business SuiteUnited States
- Bank of the James - Online BankingUnited States
- Bank of The LowCountry - BusinessUnited States
- Bank of The LowCountry - PersonalUnited States
- Bank of the MountainsUnited States
- Bank of the Orient - BusinessUnited States
- Bank of the Orient - PersonalUnited States
- Bank of the PacificUnited States
- Bank of the PlainsUnited States
- Bank of the PrairieUnited States
- Bank of the Prairie (OLATHE, KS)United States
- Bank of the Rockies - ECORPUnited States
- Bank of the Rockies - PersonalUnited States
- Bank of the San JuansUnited States
- Bank of the SierraUnited States
- Bank of the Southwest (NM)United States
- Bank of the Valley (Bellwood, David City, Platte Center, Columbus, Humphrey NE) - PersonalUnited States
- Bank of the West (TX) - BusinessUnited States
- Bank of the West (TX) - PersonalUnited States
- Bank of Travelers Rest - PersonalUnited States
- Bank of TucsonUnited States
- Bank of UtahUnited States
- Bank of Utica - PersonalUnited States
- Bank of VersaillesUnited States
- Bank of ViciUnited 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.