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.
2,977 to 3,024 of 10,268
- El Dorado Savings Bank - PersonalUnited States
- El Reno Rock Island Credit Union (OK)United States
- ELAN CardMember Service - Credit Card Account AccessUnited States
- ELCA Federal Credit UnionUnited States
- ELCA Mission Investment FundUnited States
- Elderton State BankUnited States
- ElecTel Co-op Credit UnionUnited States
- Electrical Federal Credit UnionUnited States
- Electro Savings Credit UnionUnited States
- Electronics & Appliances Credit CardUnited States
- Element Federal Credit UnionUnited States
- Elements FinancialUnited States
- Elevate Bank (Sedan, KS)United States
- Elevate Credit UnionUnited States
- Elevate PayUnited States
- Elevations Credit UnionUnited States
- ELGA CUUnited States
- Elgin State BankUnited States
- Elgin State Bank (IA)United States
- ELITE COMMUNITY CREDIT UNIONUnited States
- Elite Payroll SolutionsUnited States
- Elizabeth NJ Firemen's Federal Credit UnionUnited States
- Elk State BankUnited States
- Elkhorn Valley Bank & Trust - BusinessUnited States
- Elkhorn Valley Bank & Trust - PersonalUnited States
- Elko Federal Credit UnionUnited States
- Elkton Bank & Trust Company (Elkton, KY) - PersonalUnited States
- Ellafi Federal Credit UnionUnited States
- Elliott Federal Credit Union (PA)United States
- EllisUnited States
- ELMUnited States
- Elm River Credit UnionUnited States
- Ely Area Credit UnionUnited States
- Elysian BankUnited States
- Embarrass Vermillion Federal Credit UnionUnited States
- Embassy Bank for the Lehigh ValleyUnited States
- Embassy National Bank - Personal BankingUnited States
- Embers Credit UnionUnited States
- Emblem Credit UnionUnited States
- Embold Credit UnionUnited States
- EmburseUnited States
- Emerald Coast Federal Credit UnionUnited States
- Emerald Credit UnionUnited States
- Emerald Empire Credit UnionUnited States
- Emery Federal Credit UnionUnited States
- Emirates NBDUnited Arab Emirates
- Empeople Credit UnionUnited States
- Empire State Bank - Business BankingUnited 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.