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.
2,545 to 2,592 of 10,268
- CostaffUnited States
- Coulee BankUnited States
- Country Bank for SavingsUnited States
- Country Bank for Savings - BusinessUnited States
- Country Club Bank - Business Online BankingUnited States
- Country Club Bank - PersonalUnited States
- Country Heritage Credit UnionUnited States
- Countryside BankUnited States
- Countryside Federal Credit UnionUnited States
- County Bank (Brunswick, Missouri) - PersonalUnited States
- County Bank (Delaware) - BusinessUnited States
- County Bank (Delaware) - PersonalUnited States
- County CU(Clayton, MO)United States
- County Excellence Federal Credit UnionUnited States
- County National Bank - BusinessUnited States
- County National Bank - PersonalUnited States
- County Savings Bank (Essington, Milmont Park PA)United States
- County Schools Federal Credit UnionUnited States
- County-City Credit Union (Jefferson, WI)United States
- CountybankUnited States
- CouttsUnited Kingdom
- CoVantage Credit UnionUnited States
- Cove Federal Credit UnionUnited States
- Covenant BankUnited States
- Covenant Health Credit UnionUnited States
- Coventry Credit UnionUnited States
- CovercyUnited States
- Covidien Retirement Service Center (Mercer)United States
- Covington County BankUnited States
- Cowboy BankUnited States
- Cowboy State BankUnited States
- Cowen and Company - MyStreetscapeUnited States
- CPM Federal Credit UnionUnited States
- cPort Credit UnionUnited States
- CPS IBEW Federal Credit UnionUnited States
- Craft BankUnited States
- CraftMaster Federal Credit UnionUnited States
- CramerSwitzerland
- Cranberry FCUUnited States
- Cranberry Federal Credit UnionUnited States
- Crane Credit UnionUnited States
- Crate&Barrel Credit CardUnited States
- Crawford County Bank - PersonalUnited States
- Create Credit UnionUnited States
- Creative Arts Savings and Credit Union - Online BankingCanada
- Creative Financial Group LLC - StreetScapeUnited States
- Creative Planning - Retirement PlanningUnited States
- CredUnited 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.