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.
1,201 to 1,248 of 10,268
- Beacon Business Bank - PersonalUnited States
- Beacon Community BankUnited States
- Beacon Community Credit UnionUnited States
- Beacon Credit Union (IN)United States
- Beacon Credit Union, VAUnited States
- Beacon Federal Credit UnionUnited States
- BEACON FINANCIAL CREDIT UNIONUnited States
- Beal Bank - PersonalUnited States
- Beal Bank - USAUnited States
- Bealls Florida - Credit CardUnited States
- Beartooth Bank (MT) - PersonalUnited States
- Beaubear Credit UnionCanada
- Beaumont Community Credit UnionUnited States
- Beauregard FSB (Caring for Our Customers) - PersonalUnited States
- Beautiful Butterfly BankUnited States
- Beaver Valley Federal Credit UnionUnited States
- Bedford Federal Savings BankUnited States
- Bedford Loan & Deposit BankUnited States
- Beech Hill SecuritiesUnited States
- Beehive Federal Credit UnionUnited States
- BeFit Financial Federal Credit UnionUnited States
- Beginnings Credit Union - Business BankingUnited States
- Beginnings Credit Union - Digital BankingUnited States
- Belco Community Credit UnionUnited States
- BelfiusBelgium
- Belgian-Alliance Credit UnionCanada
- Belgrade State BankUnited States
- Belk Credit CardUnited States
- Bell BankUnited States
- Bellco Credit UnionUnited States
- Bellco Federal Credit UnionUnited States
- Bellevue State BankUnited States
- Bellwether Community Credit UnionUnited States
- Belmont Bank & Trust - BusinessUnited States
- Belmont Bank & Trust - PersonalUnited States
- Belmont Savings BankUnited States
- Belmont Savings Bank - PersonalUnited States
- Belmont Savings Bank (OH)United States
- Belt Valley Bank - BusinessUnited States
- Belt Valley Bank - PersonalUnited States
- Benchmark BankUnited States
- Benchmark Community Bank - BusinessUnited States
- Benchmark Community Bank - PersonalUnited States
- BenduraLiechtenstein
- Beneficial Investment ServicesUnited States
- Beneficial State BankUnited States
- Benefit Consultants Group (BCG) - ParticipantUnited States
- BenepassUnited 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.