Skip to content

ProductIntegrations

Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

1,057 to 1,104 of 10,268

  • Bank Of Walker (AL) - Online Banking
    United States
  • Bank of Washington
    United States
  • Bank of Waynesboro
    United States
  • Bank of Western Oklahoma
    United States
  • Bank of Weston
    United States
  • Bank of Whittier (Whittier CA, Richardson TX) - Retail
    United States
  • Bank of Winnfield
    United States
  • Bank of Winona
    United States
  • Bank of Wisconsin Dells - Business
    United States
  • Bank of Wisconsin Dells - Personal
    United States
  • Bank of Wolcott
    United States
  • Bank of Yates City
    United States
  • Bank of Yazoo
    United States
  • Bank of York
    United States
  • Bank of Zachary
    United States
  • Bank of Zumbrota
    United States
  • Bank on Buffalo
    United States
  • Bank OZK - Business
    United States
  • Bank OZK - Personal
    United States
  • Bank Pekao
    Poland
  • Bank Plus (IA)
    United States
  • Bank Star - Online Banking
    United States
  • Bank-Fund Staff Federal Credit Union
    United States
  • Bank21
    United States
  • Bank3
    United States
  • BANK360
    United States
  • Bank47
    United States
  • Bank5 Connect
    United States
  • BankCDA - Personal
    United States
  • BankChampaign
    United States
  • BankCherokee
    United States
  • BankDirect
    United States
  • Bankers Life - Securities
    United States
  • Bankers Trust - Business
    United States
  • Bankers Trust - Personal
    United States
  • bankESB - Personal
    United States
  • BankFirst (NE, IA) - Business
    United States
  • BankFirst (NE, IA) - Personal
    United States
  • BankFirst Financial Services
    United States
  • BankFlorida
    United States
  • BankGloucester
    United States
  • Bankhaus J. Faisst OHG
    Germany
  • Bankhaus Lampe KG
    Germany
  • Bankhaus Werhahn
    Germany
  • bankHometown
    United States
  • Bankinter
    Spain, Portugal
  • BankIowa (Independence) - Business
    United States
  • BankIowa (Independence) - Personal
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.