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.
1,681 to 1,728 of 10,268
- Cattlemens Bank - BusinessUnited States
- Cattlemens Bank - PersonalUnited States
- CauseCardUnited States
- Cayuga Lake National BankUnited States
- CB&S Bank in Alabama - PersonalUnited States
- CB&S Bank in Alabama - Treasury ManagementUnited States
- CB2 & Crate and Barrel MastercardUnited States
- Cbank (Cincinnati, OH) - BusinessUnited States
- Cbank (Cincinnati, OH) - PersonalUnited States
- CBBC BankUnited States
- CBC Retirement Partners - ParticipantUnited States
- CBHSwitzerland
- CBI Bank & TrustUnited States
- CBIZ Financial Solutions - MyStreetscapeUnited States
- CBL State Savings Bank (Greer, SC) - Online BankingUnited States
- CBT BankUnited States
- CCB Community Bank - BusinessUnited States
- CCB Community Bank - PersonalUnited States
- CCBank - BusinessUnited States
- CCBank - PersonalUnited States
- CCEC Credit UnionCanada
- CCF BankUnited States
- CCF Bank (Citizens Community Federal) - BusinessUnited States
- CCF Bank (Citizens Community Federal) - PersonalUnited States
- CDC Federal Credit UnionUnited States
- CDirect Online - MyStreetscapeUnited States
- Cecil Bank - PersonalUnited States
- Cecil County School Employees FCUUnited States
- Cedar Falls Community Credit UnionUnited States
- Cedar Point Federal Credit Union - Digital BankingUnited States
- Cedar Rapids Bank & Trust - BusinessUnited States
- Cedar Rapids Bank & Trust - PersonalUnited States
- Cedar Rapids State BankUnited States
- Cedar Security Bank (Fordyce, NE)United States
- Cedar Valley Bank & Trust (IA) - PersonalUnited States
- CedarStone BankUnited States
- CEE Credit UnionUnited States
- Celco Community Credit UnionUnited States
- CEMAHPortugal
- CEN TEX MANUFACTURING CREDIT UNIONUnited States
- Cencap Federal Credit UnionUnited States
- Cendera Bank - BusinessUnited States
- Cendera Bank National AssociationUnited States
- CenLA Federal Credit Union (LA)United States
- CenlarUnited States
- Census Credit UnionUnited States
- CENT CREDIT UNIONUnited States
- Centennial Bank - Cash ManagementUnited 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.