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.
2,833 to 2,880 of 10,268
- DMBAUnited States
- DNBNorway
- DNB NATIONAL BANKUnited States
- Doches Credit UnionUnited States
- DocSpace CashUnited States
- Dogwood State BankUnited States
- Dollar Bank - BusinessUnited States
- Dollar Bank - PersonalUnited States
- DollarFelineUnited States
- Dominion BankUnited States
- Dominion Energy Credit UnionUnited States
- Domino Federal Credit UnionUnited States
- Donley County State BankUnited States
- Donner & ReuschelGermany
- doolaUnited States
- Dorsey & Company Inc. - First ClearingUnited States
- Dort Federal Credit UnionUnited States
- Double FinanceUnited States
- Douglas National BankUnited States
- Dover Federal Credit UnionUnited States
- Dover-Phila Federal Credit UnionUnited States
- Dow Credit UnionUnited States
- Dow Louisiana Federal Credit UnionUnited States
- Dowagiac Area Federal Credit UnionUnited States
- Down East Credit UnionUnited States
- Downey Federal Credit UnionUnited States
- Downriver Community Federal Credit UnionUnited States
- DR BankUnited States
- Drake Bank - BusinessUnited States
- Drake Bank - PersonalUnited States
- Dream First Bank - Digital BankUnited States
- Dream First Bank - PersonalUnited States
- Dress Barn Store CardUnited States
- Dreyfus LionUnited States
- Drive Card - Citi CardUnited States
- DRS - Digital Retirement SolutionsUnited States
- Dublin National BankUnited States
- Dubois Pike Federal Credit UnionUnited States
- Dubuque Bank and TrustUnited States
- DUCA Financial Services Credit UnionCanada
- Duke Credit UnionUnited States
- Duncan Williams,Inc - Individual ClientUnited States
- Dundee BankUnited States
- Dupaco Credit UnionUnited States
- DuPage Credit UnionUnited States
- Dupont Community CUUnited States
- DuPont Goodrich Federal Credit UnionUnited States
- DuQuoin State 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.