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.
1,249 to 1,296 of 10,268
- Benesys - Participant AccessUnited States
- Benjamin Edwards - NetXInvestorUnited States
- Benjamin F. Edwards & Co.United States
- Benton County School Credit UnionUnited States
- Benton County State BankUnited States
- BeobankBelgium
- Berkley BankUnited States
- Berkshire Bank - Business SolutionsUnited States
- Berthel Fisher and Company Financial ServicesUnited States
- Bessemer System Federal Credit UnionUnited States
- Best Buy - Citi CardUnited States
- Best Financial Credit UnionUnited States
- Best Reward Credit UnionUnited States
- Bethlehem 1st Federal Credit UnionUnited States
- Bethmann Bank AGGermany
- Better Banks - Digital BankingUnited States
- BetterCardUnited States
- BettermentUnited States
- Beverly Bank & Trust Company N.A. - iBusiness BankingUnited States
- Beverly Co-operative BankUnited States
- Beverly Municipal Federal Credit UnionUnited States
- BFG Federal Credit UnionUnited States
- Big Bend Banks - Marfa National Bank, 1st Presidio BankUnited States
- Big Horn Federal Savings - BusinessUnited States
- Big Horn Federal Savings - PersonalUnited States
- Big Island Federal Credit UnionUnited States
- Big Lots Credit Card - Credit CardUnited States
- Big O Tires - Credit CardUnited States
- Big Sky Western BankUnited States
- Big Spring Education Employees FCUUnited States
- BILLuxembourg
- Billings and CompanyUnited States
- Billings Federal Credit UnionUnited States
- Bilt RewardsUnited States
- Binance US (Crypto Exchange)United States
- Bippus State BankUnited States
- Birch Lane - Citi CardUnited States
- Bison Credit UnionUnited States
- Bison State BankUnited States
- BitGo (Crypto Assets)United States
- Bitterroot Community Federal Credit UnionUnited States
- BivoUnited States
- Black Hills Community Bank, N.A.United States
- Black Hills Federal CUUnited States
- Black River Country Bank - PersonalUnited States
- Blackhawk Area Credit UnionUnited States
- Blackhawk Bank & TrustUnited States
- Blackhawk Bank and Trust (IL)United 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.