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Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

1,393 to 1,440 of 10,268

  • Brainerd B. N. Credit Union
    United States
  • Branch
    United States
  • Brand Source - Citi Card
    United States
  • Brannen Banks
    United States
  • Branson Bank (MO)
    United States
  • Brantley Bank and Trust Company
    United States
  • Bravera Bank
    United States
  • Brazos Community Credit Union
    United States
  • Brazos National Bank (Richwood, TX)
    United States
  • Brazos Valley Schools Credit Union
    United States
  • Bread Cashback American Express - Credit Card
    United States
  • Bread Rewards American Express - Credit Card
    United States
  • Bread Savings
    United States
  • Breakwater Federal Credit Union
    United States
  • Breco Federal Credit Union
    United States
  • BRED Banque Populaire
    France
  • Breda Savings Bank
    United States
  • Breda Savings Bank - Personal
    United States
  • Bremer Bank - Business
    United States
  • Brenham National Bank
    United States
  • Brentwood Bank
    United States
  • Brewer Credit Union
    United States
  • Brewery Credit Union
    United States
  • Brex
    United States
  • Bridge
    United States
  • Bridge City Bank
    United States
  • Bridge Community Bank
    United States
  • Bridge Credit Union
    United States
  • Bridgeton Onized Federal Credit Union
    United States
  • Bridgewater Bank
    United States
  • Bridgeway Credit Union
    United States
  • BrightBridge Credit Union
    United States
  • Brighton Bank (Utah)
    United States
  • Brighton Securities
    United States
  • BrightStar Credit Union
    United States
  • Brightview Credit Union
    United States
  • Brilliant Bank
    United States
  • Brinker Capital
    United States
  • Brinks Money - Prepaid Master Card
    United States
  • Bristol County Savings Bank - Online Banking
    United States
  • Bristol Morgan Bank
    United States
  • Bristol Morgan Bank - Business
    United States
  • Britannia Bank
    Switzerland
  • British Airways Employee FCU - Credit Card
    United States
  • Broadstreet Bank
    United States
  • Broadview Federal Credit Union
    United States
  • Broadway Bank - Personal Internet Banking
    United States
  • Brokaw Credit Union
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.