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.
1,633 to 1,680 of 10,268
- Carpathia Credit UnionCanada
- Carrington Mortgage ServicesUnited States
- Carroll Bank and TrustUnited States
- Carroll County Trust CompanyUnited States
- Carrollton Bank - BusinessUnited States
- Carrollton Bank - PersonalUnited States
- Carrollton Federal BankUnited States
- CarryUnited States
- Carson Bank - Personal Online BankingUnited States
- Carson Community Bank (OK) - PersonalUnited States
- Carson's - Credit CardUnited States
- Carter Bank & Trust - PersonalUnited States
- Carter Credit UnionUnited States
- Carter's Credit CardUnited States
- Carthage Savings and LoanUnited States
- Carver Federal Savings BankUnited States
- Carver State BankUnited States
- Cary Bank & Trust - BusinessUnited States
- Cary Bank & Trust - PersonalUnited States
- Cascade Community Credit UnionUnited States
- Cascade Federal Credit UnionUnited States
- Casco Federal CUUnited States
- CASE Credit UnionUnited States
- CASE Federal Credit UnionUnited States
- Casebine Community Credit UnionUnited States
- Casera Credit UnionCanada
- Casey County BankUnited States
- Casey State BankUnited States
- Cash Advantage - PersonalUnited States
- Cashmere Valley BankUnited States
- Cass Commercial Bank - BusinessUnited States
- Cass Commercial Bank - PersonalUnited States
- Cassa Centrale BancaItaly
- Castle Rock Bank (CO)United States
- Castparts Employees Federal Credit UnionUnited States
- Castroville State BankUnited States
- Catalyst BankUnited States
- CatchUnited States
- Cater Allen Private BankUnited Kingdom
- Cathay Bank - BusinessUnited States
- Cathay Bank - PersonalUnited States
- Catherines Credit Card (Comenity)United States
- Catholic and Community Credit UnionUnited States
- Catholic United Financial Credit UnionUnited States
- Catlin BankUnited States
- Cattaraugus County Bank - BusinessUnited States
- Cattaraugus County Bank - PersonalUnited States
- Cattle National Bank & Trust CoUnited 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.