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.
1,825 to 1,872 of 10,268
- Chaffey Federal Credit UnionUnited States
- Chain Bridge BankUnited States
- Chambers BankUnited States
- Chambers State Bank (Nebraska)United States
- Champion Credit UnionUnited States
- Champions First Credit UnionUnited States
- Champlain National BankUnited States
- Chappell Hill BankUnited States
- ChariotUnited States
- Charles River BankUnited States
- Charles SchwabUnited States
- Charles Schwab - Retirement Plan CenterUnited States
- Charleston Federal Credit UnionUnited States
- Charleston Postal Federal Credit UnionUnited States
- Charlevoix State BankUnited States
- Charlie FinancialUnited States
- Charlotte Fire Department Credit UnionUnited States
- Charter BankUnited States
- Charter Oak Federal Credit UnionUnited States
- Charter One Investment ServicesUnited States
- CharterWest Bank (NE)United States
- Chartway Credit UnionUnited States
- ChaseUnited States
- Chase (UK)United Kingdom
- Chattahoochee Federal Credit UnionUnited States
- CHATTANOOGA AREA SCHOOLS CREDIT UNIONUnited States
- Chattanooga Federal Employees Federal Credit UnionUnited States
- Chelsea Groton Bank - PersonalUnited States
- Chelsea Savings BankUnited States
- Chelsea State BankUnited States
- Chemcel Federal Credit UnionUnited States
- Chemical Bank - Retirement: Your Plan AccessUnited States
- Chemung Canal Trust Company - BusinessUnited States
- Chemung Canal Trust Company - PersonalUnited States
- Cheney Credit UnionUnited States
- Cherokee State Bank (IA)United States
- Cherokee Strip Credit UnionUnited States
- Chesapeake BankUnited States
- Chessie Federal Credit UnionUnited States
- Chester National BankUnited States
- CHET Advisor 529United States
- Chetopa State Bank - PersonalUnited States
- Chevron Federal Credit UnionUnited States
- Cheyenne State Bank (Cheyenne, WY) - Online BankingUnited States
- CHHE Federal Credit UnionUnited States
- Chicago Patrolmen's Federal Credit UnionUnited States
- Chicago Post Office Employees Credit Union (IL)United States
- Chickasaw Community Bank - PersonalUnited 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.