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.
3,025 to 3,072 of 10,268
- Empire State Bank - Personal BankingUnited States
- EmpireONE Federal Credit UnionUnited States
- EmplovaUnited States
- Employ SourceUnited States
- Employee Fiduciary (Sponsor)United States
- Employee Incentive PlansUnited States
- Employee Management ServicesUnited States
- Employee Resource Administration L.P.United States
- Employee Resources Credit Union (Lawrenceburg, Tennessee)United States
- Employees Choice Federal Credit UnionUnited States
- Employees CU (IA)United States
- Employees Federal Credit UnionUnited States
- Employer Services CorporationUnited States
- Employer Support ServicesUnited States
- Employers' Innovative NetworkUnited States
- Employment Security Credit UnionUnited States
- Emporia State Federal Credit UnionUnited States
- Empower Blue Credit UnionUnited States
- Empower Federal Credit UnionUnited States
- EmPower HRUnited States
- Empower RetirementUnited States
- Emprise Bank - BusinessUnited States
- Emprise Bank - PersonalUnited States
- Enbright Credit UnionUnited States
- Encentus FCUUnited States
- Encompass Credit UnionUnited States
- Encore BankUnited States
- Encore HR Enterprise HRUnited States
- EndaomentUnited States
- Endeavor BankUnited States
- Endurance FCUUnited States
- EnergeaUnited States
- Energy Capital Credit UnionUnited States
- Energy Credit UnionUnited States
- Energy One Federal Credit UnionUnited States
- Energy Plus Credit UnionUnited States
- Enfield Community Credit UnionUnited States
- Enfield Community FCUUnited States
- Engage Federal Credit UnionUnited States
- Enloe State BankUnited States
- Enrichment Federal Credit UnionUnited States
- Ent Credit UnionUnited States
- Enterprise BankUnited States
- Enterprise Bank (AZ & MO)United States
- Enterprise Bank (NE)United States
- Enterprise Bank & TrustUnited States
- Enterprise Bank of South Carolina - BusinessUnited States
- Enterprise Bank of South Carolina - PersonalUnited 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.