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.
1,585 to 1,632 of 10,268
- Capital Area Realtors Federal Credit UnionUnited States
- Capital BankUnited States
- Capital Bank - BusinessUnited States
- Capital Bank - Open Sky Visa Credit CardUnited States
- Capital Bank - PersonalUnited States
- Capital Bank (TX) - Cash ManagementUnited States
- Capital Bank (TX) - Online BankingUnited States
- Capital Bank of New JerseyUnited States
- Capital City BankUnited States
- Capital Credit UnionUnited States
- Capital Credit Union of Bismark (ND) - BusinessUnited States
- Capital Credit Union of Bismark (ND) - PersonalUnited States
- Capital Educators Federal Credit UnionUnited States
- Capital Group (American Funds) - Individual InvestorUnited States
- Capital Group (American Funds) - PlanPremier (Participant)United States
- Capital Group (American Funds) - Retirement Plan (Participant)United States
- Capital Growth, IncUnited States
- Capital GuardianUnited States
- Capital International GroupSwitzerland
- Capital OneUnited States, United Kingdom
- Capital Securities Investment Corporation - MyStreetscapeUnited States
- Capital Union BankSwitzerland
- Capitol Bank - BusinessUnited States
- Capitol Bank - PersonalUnited States
- Capitol Credit UnionUnited States
- Capitol Federal - BusinessUnited States
- Capitol Federal - PersonalUnited States
- Capitol National BankUnited States
- Capitol View Credit UnionUnited States
- Capon Valley BankUnited States
- Capra BankUnited States
- Capra Bank - CommercialUnited States
- Caprock Federal Credit UnionUnited States
- Capstar Bank - BusinessUnited States
- Capstone Federal Credit UnionUnited States
- CAPTRUSTUnited States
- Cardinal Credit UnionUnited States
- CardlessUnited States
- CareCreditUnited States
- Caribe Credit UnionUnited States
- Carmine State BankUnited States
- Carolina BankUnited States
- Carolina Collegiate Federal Credit UnionUnited States
- Carolina Federal Credit UnionUnited States
- Carolina Foothills Federal Credit UnionUnited States
- Carolina Trust BankUnited States
- Carolina Trust Federal Credit UnionUnited States
- Carolinas Telco Federal 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.