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.
2,113 to 2,160 of 10,268
- Clear Employer ServicesUnited States
- Clear Fork BankUnited States
- Clear Lake Bank & TrustUnited States
- Clear Mountain BankUnited States
- Clearview Federal Credit UnionUnited States
- Clearwater Credit UnionUnited States
- Cleo State BankUnited States
- Cleveland Police Credit UnionUnited States
- Cleveland State BankUnited States
- Cleveland/Bradley County Teachers FCUUnited States
- Climate First BankUnited States
- Climb Credit UnionUnited States
- Clinchfield Credit UnionUnited States
- Clinton BankUnited States
- Clinton National Bank - BusinessUnited States
- Clinton National Bank - PersonalUnited States
- Clinton Savings BankUnited States
- Clorox Benefit Center (Mercer)United States
- CloudBank 24/7United States
- Clover Community Bank - PersonalUnited States
- Cloverbelt CU (WI)United States
- Clydesdale BankUnited States
- CMB MonacoMonaco
- CMC Interactive, LLC - Retirement Plan Solutions - ParticipantUnited States
- CME Credit UnionUnited States
- CME Federal Credit UnionUnited States
- CMG MortgageUnited States
- CNB 401kUnited States
- CNB BankUnited States
- CNB Bank - PersonalUnited States
- CNB Bank (PA)United States
- CNB Bank & Trust, N.A.United States
- CNB St. Louis BankUnited States
- Co-op Credit UnionUnited States
- Co-Op Credit Union of MontevideoUnited States
- Coast 2 Coast Financial Credit UnionUnited States
- Coast Capital Savings - MyCardInfo Credit CardCanada
- Coast Capital Visa DesjardinsCanada
- Coast Central Credit UnionUnited States
- Coast Guard Employees Credit UnionUnited States
- Coast Line Credit UnionUnited States
- Coast to CoastUnited States
- Coast360 Federal Credit UnionUnited States
- Coastal Bank & TrustUnited States
- Coastal Carolina National Bank - BusinessUnited States
- Coastal Carolina National Bank - PersonalUnited States
- Coastal Community Bank - CommercialCanada
- Coastal Community Bank - Online BankingCanada
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.