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.
2,161 to 2,208 of 10,268
- Coastal Community Bank (WA) - Commercial eBankingUnited States
- Coastal Community Bank (WA) - Online BankingUnited States
- Coastal Community Credit Union - Credit CardCanada
- Coastal Community Federal Credit UnionUnited States
- Coastal Credit UnionUnited States
- Coastal EquitiesUnited States
- Coastal Financial Credit UnionCanada
- Coastal Heritage BankUnited States
- Coastal States Bank - CommercialUnited States
- Coastal States Bank - Personal & Small BusinessUnited States
- Coastal1 Credit UnionUnited States
- CoastHills Credit UnionUnited States
- CoastLife Credit UnionUnited States
- Coastline FCUUnited States
- CobaUnited States
- Cobalt Credit UnionUnited States
- Coca-Cola Credit UnionUnited States
- Cochise Credit UnionUnited States
- Coconino Federal Credit UnionUnited States
- CODE Credit UnionUnited States
- Coffee County Bank - Business BankingUnited States
- Coffee County Bank - Personal BankingUnited States
- CofidisFrance
- Cogent Bank - Cogent ConnectionUnited States
- Cogent Bank - Online BankingUnited States
- Cogni Inc.United States
- Cohen & SteersUnited States
- Coign - DepositsUnited States
- Coin GeckoUnited States
- Coinbase One CardUnited States
- Coleman County State BankUnited States
- Colfax Banking CompanyUnited States
- College Ave Student LoansUnited States
- College Foundation of North Carolina - 529United States
- College Foundation of North Carolina - NC AssistUnited States
- College SAVE 529United States
- College Savings BankUnited States
- College Savings Plan of NebraskaUnited States
- CollegeAccess 529 PlanUnited States
- CollegeBound SaverUnited States
- Collegedale Credit UnionUnited States
- CollegeInvestUnited States
- CollegeInvest Stable Value PlusUnited States
- CollegiateUnited States
- Collegiate Peaks BankUnited States
- Collins Community Credit UnionUnited States
- Collins State BankUnited States
- Collins Stewart, LLC. - MyStreetscapeUnited 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.