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.
1,153 to 1,200 of 10,268
- Bask BankUnited States
- Basler KBSwitzerland
- Bath Savings Institution - BusinessUnited States
- Bath Savings Institution - PersonalUnited States
- Bath State BankUnited States
- Baton Rouge City Parish Employees' FCUUnited States
- Baton Rouge Fire Department FCUUnited States
- Baton Rouge Telco FCUUnited States
- Battle Creek State BankUnited States
- Baxter State BankUnited States
- Bay Area Credit UnionUnited States
- Bay Atlantic Federal Credit UnionUnited States
- Bay Bank - BusinessUnited States
- Bay Bank - PersonalUnited States
- Bay Cities Credit UnionUnited States
- Bay Credit UnionUnited States
- Bay Credit Union - Online BankingCanada
- Bay Federal Credit UnionUnited States
- Bay Port State BankUnited States
- Bay State Savings BankUnited States
- Bay-Vanguard Federal Savings BankUnited States
- BaybankUnited States
- BayCoast Bank - BusinessUnited States
- BayCoast Bank - PersonalUnited States
- Bayer Heritage Federal Credit UnionUnited States
- BayFirst National Bank - PersonalUnited States
- Bayou Federal Credit UnionUnited States
- BayPort Credit UnionUnited States
- Bayview Credit UnionCanada
- BB Americas - BusinessUnited States
- BB Americas Bank - PersonalUnited States
- BB&T - AscensusUnited States
- BBSIUnited States
- BBVASpain, France, United Kingdom
- BBVA Compass Investment SolutionsUnited States
- BCB BankUnited States
- BCBST Employees Credit UnionUnited States
- BCM Federal Credit UnionUnited States
- BCN ServicesUnited States
- BCP GenevaSwitzerland
- BCUUnited States
- BCV (Banque Cantonale Vaudoise)Switzerland
- BCVs (Banque Cantonale du Valais)Switzerland
- Beach BankUnited States
- Beach Cities Commercial BankUnited States
- Beach Municipal Federal Credit UnionUnited States
- Beacon Bank - Personal & Small BusinessUnited States
- Beacon Business Bank - BusinessUnited 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.