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.
2,497 to 2,544 of 10,268
- Corazo Credit UnionUnited States
- Corda Credit UnionUnited States
- Core Bank - BusinessUnited States
- Core Bank - PersonalUnited States
- CORE Credit UnionUnited States
- Corebridge Financial - Retirement ServicesUnited States
- CoreFirst Bank & TrustUnited States
- CorePlus Credit UnionUnited States
- Corn City State BankUnited States
- Corn Growers State BankUnited States
- Corner BancaSwitzerland
- Corner Post Credit UnionUnited States
- Cornerstone BankUnited States
- Cornerstone Bank - BizConnectUnited States
- Cornerstone Bank - Online BankingUnited States
- Cornerstone Bank (GA) - PersonalUnited States
- Cornerstone Bank (KS)United States
- Cornerstone Bank (KS) - PersonalUnited States
- Cornerstone Bank (MA)United States
- Cornerstone Bank (ND) - BusinessUnited States
- Cornerstone Bank (ND) - PersonalUnited States
- Cornerstone Bank (NJ) - PersonalUnited States
- Cornerstone Bank (OK) - PersonalUnited States
- CornerStone Bank (VA)United States
- Cornerstone Capital Bank - BusinessUnited States
- Cornerstone Capital Bank - PersonalUnited States
- Cornerstone Community BankUnited States
- Cornerstone Community Bank (WI)United States
- Cornerstone Community Bank (WI) - BusinessUnited States
- Cornerstone Community FCU (NY)United States
- Cornerstone Community FinancialUnited States
- Cornerstone Credit Union - ILUnited States
- Cornerstone Credit Union - Personal (Canada)Canada
- Cornerstone Credit Union (TX)United States
- Cornerstone National Bank & Trust Company - Personal & BusinessUnited States
- Cornerstone National Bank & Trust Company - Wealth ManagementUnited States
- Cornerstone State BankUnited States
- Cornhusker Bank - BusinessUnited States
- Cornhusker Bank - PersonalUnited States
- Corning Credit UnionUnited States
- Corporate America Family Credit UnionUnited States
- Corpus Christi City Employees Credit UnionUnited States
- Correll Co Retirement Plans - ParticipantUnited States
- CORRY CREDIT UNIONUnited States
- Cortland BankUnited States
- CorTrust Bank - Cash ManagementUnited States
- CorTrust Bank - Online BankingUnited States
- Cosden 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.