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.
2,929 to 2,976 of 10,268
- Eastex Credit UnionUnited States
- Eastman Credit UnionUnited States
- Eastmill (ME)United States
- Eastpointe Community Credit UnionUnited States
- EastRise Credit UnionUnited States
- Eaton Family CUUnited States
- Eaton Federal Savings Bank - BusinessUnited States
- Eaton Federal Savings Bank - Personal Online BankingUnited States
- eBay Credit Card (Synchrony)United States
- EBR Daily Plan-It (Participants)United States
- eChapmanUnited States
- Eckerd Credit UnionUnited States
- Eclipse BankUnited States
- Eclipse Bank - BusinessUnited States
- eCO Credit UnionUnited States
- Economic Impact Payment Card (Enabled by MetaBank & Money Network)United States
- ECU Credit UnionUnited States
- Eddie Bauer Credit CardUnited States
- Eddy Federal Credit UnionUnited States
- Edelman Financial EnginesUnited States
- EdiFi Credit UnionUnited States
- Edinburg Teachers Credit UnionUnited States
- Edison National BankUnited States
- Edmonton State BankUnited States
- EDR (Edmond de Rothschild)Switzerland
- edU Federal Credit UnionUnited States
- Education Credit UnionCanada
- Education First Credit UnionUnited States
- Education First Federal Credit Union (TX)United States
- Educational and Governmental Credit UnionUnited States
- Educational Community Alliance Credit UnionUnited States
- Educational Community Credit UnionUnited States
- Educational Employees Credit Union (EECU)United States
- Educational Federal Credit UnionUnited States
- Educational Systems Federal Credit UnionUnited States
- Educators Credit Union (Waco, TX)United States
- Educators Credit Union (WI)United States
- Edvest College Savings PlanUnited States
- Edward Jones - U.S. Clients AccessUnited States
- Edwards Federal Credit UnionUnited States
- EECU Credit UnionUnited States
- eESIUnited States
- EFCU FinancialUnited States
- EFGSwitzerland
- Eglin Federal Credit UnionUnited States
- EH National BankUnited States
- Eight Federal Credit UnionUnited States
- Eighth Bank of Northwestern AlburtisUnited 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.