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.
2,065 to 2,112 of 10,268
- City BankUnited States
- City Bank & Trust Co. - BusinessUnited States
- City Bank & Trust Co. - PersonalUnited States
- City Bank & Trust CompanyUnited States
- City Credit UnionUnited States
- City Credit Union (MO)United States
- City Employees Credit Union (TN)United States
- City Federal Credit UnionUnited States
- City First BankUnited States
- City National BankUnited States
- City National Bank - BrokerageUnited States
- City National Bank - Credit CardsUnited States
- City National Bank (CA)United States
- City National Bank (Corsicana, Texas)United States
- City National Bank (San Saba, Texas)United States
- City National Bank (Taylor, TX) - Online BankingUnited States
- City National Bank (TX)United States
- City National Bank (TX) (TX)United States
- City National Bank (West Virginia)United States
- City National Bank of Colorado CityUnited States
- City National Bank of FloridaUnited States
- City National Bank of Florida - Online BankingUnited States
- City National Rochdale Investment Management - ClientUnited States
- City of Boston Credit UnionUnited States
- City of Deer Park Federal Credit UnionUnited States
- City State BankUnited States
- City-County Employees Credit UnionUnited States
- Citywide BanksUnited States
- Civic Federal Credit UnionUnited States
- Civista BankUnited States
- Clackamas County BankUnited States
- ClairUnited States
- ClanqGermany
- Clare BankUnited States
- Claremont Savings BankUnited States
- Clarion County Community BankUnited States
- Clarity Credit UnionUnited States
- Clarkston State BankUnited States
- Class Act Federal Credit UnionUnited States
- Classic Bank - BusinessUnited States
- Classic Bank - PersonalUnited States
- Classic City Bank - BusinessUnited States
- Classic City Bank - PersonalUnited States
- Clatsop Community Bank - PersonalUnited States
- Clay County BankUnited States
- Clay County Savings BankUnited States
- Clay County State BankUnited States
- Clean Energy 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.