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Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

2,737 to 2,784 of 10,268

  • DC Teachers Credit Union
    United States
  • De Soto Mo Pac Credit Union
    United States
  • De Witt Savings Bank
    United States
  • Dean Bank
    United States
  • Dearborn Federal Savings Bank
    United States
  • Decatur County Bank
    United States
  • Decatur Earthmover Credit Union
    United States
  • Decorah Bank & Trust Company
    United States
  • Decorah Bank and Cresco Bank
    United States
  • Dedham Savings - Cash Management
    United States
  • Dedham Savings - Personal
    United States
  • Deepwater Industries FCU
    United States
  • Deer River Cooperative Credit Union
    United States
  • Deere Community Credit Union
    United States
  • Deerwood Bank - Business
    United States
  • Deerwood Bank - Personal
    United States
  • Degussa Bank AG
    Germany
  • DeKalb Community Bank
    United States
  • Del Norte Credit Union
    United States
  • Del-One FCU
    United States
  • Delaware Life - Client
    United States
  • Delaware State Police Federal Credit Union (Georgetown, DE)
    United States
  • Dell Financial Services (Credit Account)
    United States
  • Dell Pay - Credit Card
    United States
  • Delta Administrative Services
    United States
  • Delta Bank (LA)
    United States
  • Delta Community Credit Union
    United States
  • DELTA COUNTY CREDIT UNION
    United States
  • Delta Schools Federal Credit Union
    United States
  • Deltec
    Switzerland
  • Democracy Federal Credit Union
    United States
  • DeMotte State Bank
    United States
  • Denali State Bank
    United States
  • Denison State Bank
    United States
  • Dental First Financing
    United States
  • Denver Fire Department Federal Credit Union
    United States
  • Denver Savings Bank (Denver, IA) - Personal
    United States
  • Department of Commerce FCU
    United States
  • Department of Corrections Credit Union
    United States
  • Department of Labor Federal Credit Union
    United States
  • Desco Federal Credit Union
    United States
  • Deseret First Credit Union
    United States
  • Deseret Mutual Benefit Administrators (DMBA) - Members Login
    United States
  • Desert Financial Credit Union
    United States
  • DESERT RIVERS CREDIT UNION
    United States
  • Desert Valleys FCU
    United States
  • DESERTVIEW CREDIT UNION
    United States
  • Desjardins
    Canada

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.