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.
2,593 to 2,640 of 10,268
- CredinvestSwitzerland
- Credit AgricoleFrance
- Crédit AgricoleFrance
- Crédit CoopératifFrance
- Credit HumanUnited States
- Crédit Industriel et CommercialFrance
- Credit KarmaUnited States
- Crédit MutuelFrance
- Credit One BankUnited States
- Credit SuisseSwitzerland
- Credit Suisse Private BankUnited States
- Credit Union 1United States
- Credit Union 1 (AK)United States
- Credit Union AdvantageUnited States
- Credit Union AtlanticCanada
- Credit Union For Robertson CountyUnited States
- Credit Union of AmericaUnited States
- CREDIT UNION OF ATLANTAUnited States
- Credit Union of ColoradoUnited States
- Credit Union of DenverUnited States
- Credit Union of Dodge CityUnited States
- Credit Union of Georgia - BusinessUnited States
- Credit Union of Georgia - PersonalUnited States
- Credit Union of New JerseyUnited States
- Credit Union Of OhioUnited States
- Credit Union of Southern CaliforniaUnited States
- Credit Union of Texas (CUTX) - BusinessUnited States
- Credit Union of Texas (CUTX) - PersonalUnited States
- Credit Union of the RockiesUnited States
- Credit Union One (MI)United States
- Credit Union One of OklahomaUnited States
- Credit Union WestUnited States
- Crédito AgrícolaPortugal
- Credito EmilianoItaly
- Credo Credit CardUnited States
- CrelanBelgium
- Cresap IncorporatedUnited States
- CrescentUnited States
- Crescent BankUnited States
- CresCom Bank - BusinessUnited States
- Crest Savings BankUnited States
- Creston & District Credit UnionCanada
- Crew FinanceUnited States
- Crews BankUnited States
- CRI SecuritiesUnited States
- Croghan Colonial Bank - PersonalUnited States
- Cross BankUnited States
- Cross County Savings 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.