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.
97 to 144 of 10,268
- Academy Sports + Outdoors Credit CardUnited States
- Acadia FCU (Maine)United States
- Acadian Credit UnionCanada
- ACBA Federal Credit UnionUnited States
- Accentra Credit UnionUnited States
- Access Bank - BusinessUnited States
- Access Bank - Consumer BankingUnited States
- Access Bank - PersonalUnited States
- Access Community Credit UnionUnited States
- Access Credit UnionUnited States
- Access Credit Union - Online BankingCanada
- Access Federal Credit UnionUnited States
- ACE Elite Prepaid AccountUnited States
- ACE Flare Account by MetabankUnited States
- Achieva Credit UnionUnited States
- Achieve Credit Union ((School Employees Lorain County))United States
- Achieve Financial Credit UnionUnited States
- Achieve MontanaUnited States
- ACIPCO Federal Credit UnionUnited States
- ACNB BankUnited States
- AcornsUnited States
- AcrisureUnited States
- Act 1st Credit UnionUnited States
- Actinver SecuritiesUnited States
- ActivobankPortugal
- Actors Federal Credit UnionUnited States
- Actuarial Designs & Solutions - Participant AccessUnited States
- ADA Members Retirement Program - ParticipantUnited States
- Adams Bank & Trust - PersonalUnited States
- Adams Community BankUnited States
- Adams County BankUnited States
- Addition FinancialUnited States
- Adelfi Credit UnionUnited States
- Adirondack Bank - BusinessUnited States
- Adirondack Bank - PersonalUnited States
- Adirondack Regional Federal Credit UnionUnited States
- ADM Credit UnionUnited States
- Admirals Bank - PersonalUnited States
- Adohr Milk Farms Credit UnionUnited States
- ADP - Retirement ServicesUnited States
- ADP TotalPay - Money Network CardUnited States
- AdroUnited States
- AdvanceUnited States
- Advance Financial Federal Credit UnionUnited States
- Advance Savings Credit UnionCanada
- Advanced Financial Federal Credit UnionUnited States
- AdvanStaff HRUnited States
- Advantage Credit UnionUnited 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.