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.
2,641 to 2,688 of 10,268
- Cross Keys BankUnited States
- Cross River Bank - Branch Banking BusinessUnited States
- Cross River Bank - Branch Banking PersonalUnited States
- Cross River Bank - Digital Banking BusinessUnited States
- Cross Valley Federal Credit UnionUnited States
- Crossbridge Community BankUnited States
- Crosspoint Federal Credit UnionUnited States
- Crossroads BankUnited States
- Crossroads Bank - BusinessUnited States
- Crossroads Bank - PersonalUnited States
- Crossroads Bank (TX)United States
- CrossRoads Community Federal Credit UnionUnited States
- Crossroads Credit UnionCanada
- Crossroads Financial Federal Credit UnionUnited States
- CrowdedUnited States
- Crowell State BankUnited States
- Crown Bank (Minnesota)United States
- Crown Bank (NJ) - PersonalUnited States
- Crypto.com CardUnited States
- Crystal Lake Bank & Trust Company N.A. - .COMmunity BankingUnited States
- Crystal Lake Bank & Trust Company N.A. - iBusiness BankingUnited States
- CS BankUnited States
- CSB ColoradoUnited States
- CSD CREDIT UNIONUnited States
- CSE Federal Credit Union (LA)United States
- CT Firefighters Federal Credit UnionUnited States
- CTBC BANK CORP USA - BusinessUnited States
- CTBC BANK CORP USA - PersonalUnited States
- CU Hawaii Federal Credit UnionUnited States
- Cuba Credit UnionUnited States
- Cullman Savings Bank - BusinessUnited States
- Cullman Savings Bank - PersonalUnited States
- Cumberland Bank & TrustUnited States
- Cumberland Building SocietyUnited Kingdom
- Cumberland County Federal Credit UnionUnited States
- Cumberland Federal Bank - PersonalUnited States
- Cumberland Security BankUnited States
- Cumberland Valley National Bank & Trust CompanyUnited States
- Cuna Mutual Group productsUnited States
- CuNextGenUnited States
- Curis Financial Credit UnionUnited States
- CurrenceUnited States
- Currency BankUnited States
- CurrentUnited States
- CUSA Federal Credit UnionUnited States
- CUSB (Cresco Union Savings Bank)United States
- CUSO Financial Services, L.PUnited States
- CUSO Financial Services, L.P.United 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.