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ProductIntegrations

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

2,353 to 2,400 of 10,268

  • Community Credit Union (ND)
    United States
  • Community Credit Union of Florida
    United States
  • Community Development Bank
    United States
  • Community Federal Savings Bank - Business
    United States
  • Community Federal Savings Bank - Consumer Banking
    United States
  • Community Financial Services Bank (CFSB)
    United States
  • Community Financial Services FCU(Roselle, NJ)
    United States
  • Community First Bank
    United States
  • Community First Bank (CFB)
    United States
  • Community First Bank (Louisiana ) - Business
    United States
  • Community First Bank (Louisiana ) - Personal
    United States
  • Community First Bank (MN) - Personal
    United States
  • Community First Bank (MO)
    United States
  • Community First Bank (Ohio)
    United States
  • Community First Bank (WI)
    United States
  • Community First Bank of Indiana
    United States
  • Community First Bank of the Heartland
    United States
  • Community First Banking Company
    United States
  • Community First Credit Union (WI)
    United States
  • Community First Credit Union (CA)
    United States
  • Community First Credit Union of Florida
    United States
  • Community First Federal Credit Union (MI)
    United States
  • Community First Guam Federal Credit Union
    United States
  • Community First National Bank - Business E-Banking
    United States
  • Community First National Bank - E-Banking
    United States
  • Community First National Bank (TX) - Personal
    United States
  • Community Focus Federal Credit Union
    United States
  • Community Healthcare Credit Union
    United States
  • Community Link Federal Credit Union
    United States
  • Community National Bank
    United States
  • Community National Bank (KS) - Retail Online
    United States
  • Community National Bank (VT)
    United States
  • Community National Bank & Trust (KS)
    United States
  • Community National Bank and Trust of Texas
    United States
  • Community National Bank in Monmouth - Personal
    United States
  • Community Neighbor Bank
    United States
  • Community Partners SB
    United States
  • Community Plus Federal Credit Union
    United States
  • Community Powered Federal Credit Union
    United States
  • Community Resource Bank
    United States
  • Community Resource Credit Union
    United States
  • Community Savings
    Canada
  • Community Savings (OH)
    United States
  • Community Savings Bank
    United States
  • Community Savings Bank (IA)
    United States
  • Community Savings Bank (IL) - Personal
    United States
  • Community Service Credit Union
    United States
  • Community South Credit Union
    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.