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.
2,881 to 2,928 of 10,268
- DuQuoin State Bank - BusinessUnited States
- Durden Banking CompanyUnited States
- Dutch Point Credit UnionUnited States
- DuTrac Community Credit UnionUnited States
- DWS Investments - Shareholders AccountsUnited States
- Dynamic Federal Credit UnionUnited States
- E Central Credit UnionUnited States
- E*TRADE from Morgan StanleyUnited States
- E3HUnited States
- Eagle BankUnited States
- Eagle Bank (Arkansas)United States
- Eagle Bank (MN)United States
- Eagle Bank (MT)United States
- Eagle Community BankUnited States
- Eagle Community Credit UnionUnited States
- Eagle Express Federal Credit UnionUnited States
- Eagle Federal Credit UnionUnited States
- Eagle One Federal Credit UnionUnited States
- Eagle River Credit UnionCanada
- Eagle Rock Bank - BusinessUnited States
- Eagle Rock Bank - PersonalUnited States
- Eagle Valley BankUnited States
- EagleBank - BusinessUnited States
- EagleBank - PersonalUnited States
- Earlham Savings Bank (Earlham, IA)United States
- Earthmover Credit UnionUnited States
- East Cambridge Savings BankUnited States
- East Cambridge Savings Bank - Business BankingUnited States
- East Coast Credit UnionCanada
- East County School Federal Credit Union (CA)United States
- East County Schools Federal Credit UnionUnited States
- East Financial BankUnited States
- East River Federal Credit UnionUnited States
- East Texas Professional Credit UnionUnited States
- East West Bank - Business Premier & EssentialsUnited States
- East West Bank - BusinessExpressUnited States
- East West Bank - PersonalUnited States
- East Wisconsin Savings BankUnited States
- Eastbank, N.A.United States
- Eastern Bank - Small BusinessUnited States
- Eastern Bank (MA) - PersonalUnited States
- Eastern Edge Credit UnionCanada
- Eastern Indiana Credit UnionUnited States
- Eastern International BankUnited States
- Eastern Michigan BankUnited States
- Eastern Panhandle Federal Credit UnionUnited States
- Eastern Savings Bank - PersonalUnited States
- Eastern Utah Community 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.