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.
1,537 to 1,584 of 10,268
- California Business Bank - BusinessUnited States
- California Business Bank - MyCBBUnited States
- California Coast Credit Union - New Digital Banking ExperienceUnited States
- California Community Credit Union (Sacramento, CA)United States
- California Credit UnionUnited States
- California Electronic Benefit Transfer (EBT) - CalFresh FoodStampsUnited States
- California Lithuanian Credit UnionUnited States
- California Pacific BankUnited States
- Call Federal Credit UnionUnited States
- CalPrivate BankUnited States
- Caltech Employees Credit UnionUnited States
- CalWest BankUnited States
- Cambridge Investment Research - MyStreetscapeUnited States
- Cambridge Savings BankUnited States
- Cambridge State Bank (Cambridge, MN)United States
- Cambridge Trust Company - BusinessUnited States
- Cambridge Trust Company - PersonalUnited States
- CAMC CREDIT UNIONUnited States
- Camden National BankUnited States
- Camino Federal Credit UnionUnited States
- Campbell & Fetter BankUnited States
- Campbell Federal Credit UnionUnited States
- Campco Federal Credit UnionUnited States
- Campus Credit UnionUnited States
- Campus Federal Credit UnionUnited States
- Campus USA Credit UnionUnited States
- Canadian Tire BankCanada
- Canadian Western Bank - cwb.digitalCanada
- Canadian Western Bank - CWBdirect Online BankingCanada
- Canals & Trails Credit UnionUnited States
- Canandaigua Credit UnionUnited States
- Canandaigua National Bank & TrustUnited States
- Canandaigua National Bank & Trust - RetirementUnited States
- CanBFrance
- Cannon FCUUnited States
- Canopy Credit UnionUnited States
- Canton Co-operative Bank (Canton, MA)United States
- Canton State BankUnited States
- Canvas Credit UnionUnited States
- Canyon Community Bank (AZ) - Online BankingUnited States
- Canyon View Credit UnionUnited States
- Cape & Coast BankUnited States
- Cape Ann Savings Bank - PersonalUnited States
- Cape Breton Credit UnionCanada
- Cape Cod 5 - PersonalUnited States
- Cape Cod 5 - TreasuryUnited States
- Capital Analysts Incorporated - PershingUnited States
- Capital Area FCU (ME)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.