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Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

2,257 to 2,304 of 10,268

  • Commerce State Bank - Personal
    United States
  • CommerceOne (AL) - Online Banking
    United States
  • CommerceWest Bank
    United States
  • Commercial Bank
    United States
  • Commercial Bank - Business
    United States
  • Commercial Bank - Personal
    United States
  • Commercial Bank (Arkansas)
    United States
  • Commercial Bank (Saint Louis, MO)
    United States
  • Commercial Bank & Trust
    United States
  • Commercial Bank & Trust of PA
    United States
  • Commercial Bank of California - Business
    United States
  • Commercial Bank of California - Personal eBanking
    United States
  • Commercial Bank of Mott
    United States
  • Commercial Bank of Nuckolls County
    United States
  • Commercial Bank of Oak Grove
    United States
  • Commercial Bank of Texas
    United States
  • Commercial Capital Bank
    United States
  • Commercial National Bank of Texarkana
    United States
  • Commercial Savings Bank
    United States
  • Commercial State Bank
    United States
  • Commercial State Bank, of Wagner (Wagner, SD) - Freedom Net Banking
    United States
  • Commercial Trust Company (MO)
    United States
  • Commerzbank
    Germany
  • Commodore Bank
    United States
  • Commodore Perry Federal Credit Union
    United States
  • COMMON CENTS CREDIT UNION
    United States
  • CommonBond Firstmark Services
    United States
  • CommonRoots Federal Credit Union
    United States
  • Commonwealth Bank (MA)
    United States
  • Commonwealth Business Bank - Business eBanking
    United States
  • Commonwealth Business Bank - Consumer eBanking
    United States
  • CommonWealth Central Credit Union
    United States
  • Commonwealth Community Bank
    United States
  • Commonwealth Credit Union
    United States
  • Commonwealth National Bank (AL)
    United States
  • CommonWealth One Federal Credit Union
    United States
  • Commonwealth Securities Ltd
    United States
  • Commonwealth Utilities Employees Federal Credit Union
    United States
  • CommStar Credit Union
    United States
  • Communication Federal Credit Union
    United States
  • Communities of Abiliene Federal Credit Union
    United States
  • Community 1st Bank
    United States
  • Community 1st Credit Union
    United States
  • Community Bank
    United States
  • Community Bank (Bristow, OK)
    United States
  • Community Bank (Cameron, Danbury, Grantsburg, Siren WI)
    United States
  • Community Bank (Carmichaels, PA) - Business
    United States
  • Community Bank (Carmichaels, PA) - Personal
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.