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.
3,073 to 3,120 of 10,268
- Enterprise Trust & Investments (Trust)United States
- Enterprise Trust and InvestmentUnited States
- Entertainment Industries Federal Credit UnionUnited States
- EntreBankUnited States
- EnvelopeUnited States
- Envestnet Asset Management - Client AccessUnited States
- Envestnet Asset Management - Oberon Client AccessUnited States
- Envision BankUnited States
- Envision Bank - BusinessUnited States
- Envision Credit UnionUnited States
- Envision Financial a division of First West Credit Union - Online Banking - Personal and Small BusinessCanada
- Envista Credit UnionUnited States
- Envoy Financial - ParticipantUnited States
- EnzoUnited States
- EP Credit UnionUnited States
- EPay SystemsUnited States
- EPB Employees CUUnited States
- Ephrata National BankUnited States
- EPIC Federal Credit UnionUnited States
- Epic RPSUnited States
- EQ BankCanada
- EquatePlusUnited States
- Equitable - ClientUnited States
- Equitable BankUnited States
- Equitable Savings and Loan AssociationUnited States
- Equity BankUnited States
- EreborUnited States
- Erie BankUnited States
- Erie Community Federal Credit UnionUnited States
- Erie Federal Credit UnionUnited States
- ErigoUnited States
- ESB Banking & Insurance (Minnesota)United States
- ESB FinancialUnited States
- Escondido Federal Credit UnionUnited States
- ESI Educational Services, IncUnited States
- ESL Federal Credit Union - BusinessUnited States
- ESL Federal Credit Union - PersonalUnited States
- Espeeco Credit UnionUnited States
- Esquire BankUnited States
- ESSA Bank & Trust - BusinessUnited States
- ESSA Bank & Trust - PersonalUnited States
- Essential Federal Credit UnionUnited States
- Essex BankUnited States
- Essex County Teachers Federal Credit UnionUnited States
- Essex Financial ServicesUnited States
- Estacado Federal Credit UnionUnited States
- Ethan Allen HR ServicesUnited States
- ETMA Federal 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.