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.
1,105 to 1,152 of 10,268
- BankMiamiUnited States
- BankMobileUnited States
- BankNewportUnited States
- BankNorthUnited States
- Bankoh Investment Services - MyStreetscapeUnited States
- BankOkolonaUnited States
- BankORION - Online BankingUnited States
- BankPacific - PersonalUnited States
- BankPlusUnited States
- BankProvUnited States
- BankSouthUnited States
- BankStar Financial - PersonalUnited States
- BankTennesseeUnited States
- BankUnited, N.A.-LynxUnited States
- BankUnited, National AssociationUnited States
- BankVista - Online BankingUnited States
- BankwellUnited States
- BankWestUnited States
- Bankwest (MN)United States
- Bankwest of KansasUnited States
- Banner BankUnited States
- Banner Capital BankUnited States
- Banner Federal Credit UnionUnited States
- Banque de LuxembourgLuxembourg
- Banque de SavoieFrance
- Banque PopulaireFrance
- Banterra BankUnited States
- Baptist Health Credit UnionUnited States
- Baptist Health South Florida FCUUnited States
- Bar Harbor Bank & TrustUnited States
- Bar Harbor Savings & Loan (ME)United States
- Bar-Cons Credit UnionUnited States
- Baraboo State BankUnited States
- Baraga County FCUUnited States
- BarclaycardUnited Kingdom
- BarclaysUnited Kingdom
- Barclays - Bank (US)United States
- Barclays - CardsUnited States
- Barksdale Federal Credit UnionUnited States
- Barrett and Company - MyStreetscapeUnited States
- Barrington Bank & Trust Company N.A. - iBusiness BankingUnited States
- Barrington Bank & Trust Company N.A. - PersonalUnited States
- Barry Murphy and CompanyUnited States
- Barwick Banking Company - BusinessUnited States
- Barwick Banking Company - PersonalUnited States
- BaselaneUnited States
- Basellandschaftlichen Kantonalbank (BLKB)Switzerland
- Basile State 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.