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.
1,297 to 1,344 of 10,268
- Blackhawk Community Credit UnionUnited States
- BLACKHAWK CREDIT UNIONUnited States
- BLACKSTONE RIVER CREDIT UNIONUnited States
- Blackville Credit UnionCanada
- Blaze Credit UnionUnited States
- BLC Community Bank - BusinessUnited States
- BLC Community Bank - Online BankingUnited States
- Blissfield State BankUnited States
- Bloomingdale Bank & Trust - Business BankingUnited States
- Bloomingdale Bank & Trust - PersonalUnited States
- Bloomington Municipal Credit UnionUnited States
- Bloomsdale Bank - BusinessUnited States
- BluCurrent Credit UnionUnited States
- Blue Chip Federal Credit UnionUnited States
- Blue Coast Federal Credit UnionUnited States
- Blue Eagle Credit UnionUnited States
- Blue Federal Credit Union (New Login) - Business BankingUnited States
- Blue Federal Credit Union (New Login) - PersonalUnited States
- Blue Foundry Bank - eBankingUnited States
- Blue Grass FederalUnited States
- Blue Hills Bank - PersonalUnited States
- Blue Mountain Credit UnionUnited States
- Blue Ridge BankUnited States
- Blue Ridge Bank (SC)United States
- Blue Ridge Bank & Trust Co.United States
- Blue Sky Bank - BusinessUnited States
- Blue Sky Bank - PersonalUnited States
- Blue Water Federal Credit UnionUnited States
- Bluebird by American ExpressUnited States
- BluedotUnited States
- Bluegrass Community Federal Credit UnionUnited States
- Blueharbor Bank - eBlue Online BankingUnited States
- BlueShore Financial - Collabria MasterCardUnited States
- BlueShore Financial - Online BankingCanada
- Bluestone BankUnited States
- Bluestone Bank - Cash ManagementUnited States
- Bluestone Federal Credit UnionUnited States
- BluevineUnited States
- Bluff View Bank - RetailUnited States
- BluPeak Credit UnionUnited States
- BMI Federal Credit UnionUnited States
- BMOCanada
- BMO (US)United States
- BMO Bank of MontrealCanada
- BMO Bank of Montreal - InvestorLine (Self-Directed)Canada
- BMO Nesbitt Burns Securities LimitedUnited States
- BNA BankUnited States
- BNC National 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.