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.
2,401 to 2,448 of 10,268
- Community Spirit BankUnited States
- Community State BankUnited States
- Community State Bank - BusinessUnited States
- Community State Bank (Cashion, Dover, and Hennessey)United States
- Community State Bank (IL) - Business Online BankingUnited States
- Community State Bank (IL) - Online BankingUnited States
- Community State Bank (IN) - PersonalUnited States
- Community State Bank (PA)United States
- Community State Bank (WI) - BusinessUnited States
- Community State Bank (WI) - PersonalUnited States
- Community State Bank Coffeyville - PersonalUnited States
- Community State Bank of CantonUnited States
- Community State Bank of MissouriUnited States
- Community State Bank of Rock FallsUnited States
- Community Trust Bank - BusinessUnited States
- Community Trust Bank - PersonalUnited States
- Community Trust Bank - Wealth & TrustUnited States
- Community Trust Credit UnionUnited States
- Community Unity BankUnited States
- Community Valley BankUnited States
- Community West BankUnited States
- Community West Credit UnionUnited States
- CommunityAmerica Credit Union - CommercialUnited States
- CommunityAmerica Credit Union - PersonalUnited States
- CommunityWide Federal Credit UnionUnited States
- Compass Community Credit UnionUnited States
- Compass Credit UnionCanada
- Compass Credit Union (MI)United States
- Compass Federal Credit UnionUnited States
- Compass Savings Bank (Wilmerding, PA)United States
- Compeer FinancialUnited States
- Compensation Employees Credit UnionCanada
- Complex Community FCUUnited States
- ComputerShare - Investor CenterUnited States
- Comtech Fire Credit Union - Personal BankingCanada
- Comtrust Federal Credit UnionUnited States
- Comunidad Latina Federal Credit UnionUnited States
- Concho Educators Federal Credit UnionUnited States
- Concho Valley Credit UnionUnited States
- Concorde BankUnited States
- Concordia BankUnited States
- Concordia Bank & Trust Co. (LA)United States
- Concurrent HROUnited States
- Conexus Credit Union - Online BankingCanada
- Congressional Federal Credit UnionUnited States
- Conneaut Savings Bank (Conneaut OH, Austinburg OH, Girard PA)United States
- Connect BankUnited States
- Connect Community BankUnited 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.