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.
2,449 to 2,496 of 10,268
- CONNECT CREDIT UNIONUnited States
- Connected Credit UnionUnited States
- connectFirst Credit UnionCanada
- Connecticut Community BankUnited States
- Connecticut Community Bank N.A.United States
- Connecticut State Employees Credit UnionUnited States
- Connection Bank - BusinessUnited States
- Connection Bank - PersonalUnited States
- Connection Credit UnionUnited States
- Connections BankUnited States
- Connections Credit UnionUnited States
- ConnectOne Bank - BusinessUnited States
- ConnectOne Bank - PersonalUnited States
- Connects Federal Credit UnionUnited States
- Connex Credit UnionUnited States
- Connexus Credit UnionUnited States
- Conservation Employees Credit UnionUnited States
- Conservation First Bank - BusinessUnited States
- Conservation First Bank - PersonalUnited States
- Consolidated Credit UnionUnited States, Canada
- Consolidated Financial Investments, IncUnited States
- Constellation Federal Credit UnionUnited States
- Constellation Wealth Advisors LLC - Client AccessUnited States
- Constitution BankUnited States
- Consumer Credit UnionUnited States
- Consumers Credit UnionUnited States
- Consumers Credit Union (MI)United States
- Consumers Federal Credit UnionUnited States
- Consumers National BankUnited States
- CONSUMERS PROFESSIONAL CREDIT UNIONUnited States
- Continental BankUnited States
- Converse County BankUnited States
- Conway BankUnited States
- Cookie FinanceUnited States
- Coop BankDenmark
- Cooperativa Zeno Gandia (Puerto Rico)United States
- Cooperative Choice Network Credit UnionUnited States
- Cooperative FederalUnited States
- Cooperative Teachers Credit UnionUnited States
- Coosa Pines Federal Credit UnionUnited States
- Coosa Valley Credit UnionUnited States
- Copiah BankUnited States
- Copoco Community Credit UnionUnited States
- Copper Basin Federal Credit UnionUnited States
- Copper State Credit UnionUnited States
- Copperfin Credit Union - Personal BankingCanada
- Cor Clearing (Retirement)United States
- Coral Community Federal Credit UnionUnited 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.