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.
2,689 to 2,736 of 10,268
- CUSO Home Lending - Borrower Secure LoginUnited States
- Custer Federal Savings and Loan Association - PersonalUnited States
- Customers BankUnited States
- Cutting Edge Federal Credit Union (Milwaukie, OR)United States
- Cy-Fair Federal Credit UnionUnited States
- Cynergy BankUnited Kingdom
- Cypress Bank - Business OnlineUnited States
- Cypress Bank - Retail OnlineUnited States
- Cypress Bank & Trust - Online BankingUnited States
- Cyprus Credit UnionUnited States
- D.L. Evans Bank - CommercialUnited States
- D.L. Evans Bank - PersonalUnited States
- Dacotah BankUnited States
- Dade County Federal Credit UnionUnited States
- Dairy State BankUnited States
- Dakota Community Bank & TrustUnited States
- Dakota Community Bank & Trust - BusinessUnited States
- Dakota Heritage Bank, Hunter, NDUnited States
- DAKOTA PLAINS CREDIT UNIONUnited States
- DAKOTA STAR CREDIT UNIONUnited States
- Dakota West Credit UnionUnited States
- Dakota Western Bank - BusinessUnited States
- Dakota Western Bank - PersonalUnited States
- Dakotaland Federal Credit UnionUnited States
- Dale Community Federal Credit UnionUnited States
- Dama Financial by LeafLinkUnited States
- Damariscotta Bank & TrustUnited States
- Daniels-Sheridan Federal Credit UnionUnited States
- Dannemora Credit UnionUnited States
- Danske Andelskassers Bank A/SDenmark
- Danske BankDenmark, United Kingdom, Norway, Sweden
- Danvers Municipal Federal Credit UnionUnited States
- Danville State BankUnited States
- DapprUnited States
- Darden Credit Union (A Division of USF Federal Credit Union)United States
- Dart BankUnited States
- DATCUUnited States
- DaveUnited States
- Davenport & Co.United States
- David's Bridal Credit Card (Comenity)United States
- DAVIESS COUNTY TEACHERS CREDIT UNIONUnited States
- Davis Trust CompanyUnited States
- Day Air Credit UnionUnited States
- Dayspring Bank (NE) - Business BankingUnited States
- Dayspring Bank (NE) - PersonalUnited States
- DBSSingapore
- DC College Savings PlanUnited States
- DC 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.