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Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

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.

Clear filters

3,505 to 3,552 of 10,268

  • First Bank of Ironharbor
    United States
  • First Bank of Ivywood
    United States
  • First Bank of Manhattan
    United States
  • First Bank of Mars DFS
    United States
  • First Bank of Mars HQ
    United States
  • First Bank of Mars NS
    United States
  • First Bank of Middle Earth
    United States
  • First Bank of Montana
    United States
  • First Bank of Nebraska - Business
    United States
  • First Bank of Nebraska - Personal
    United States
  • First Bank of Ohio
    United States
  • First Bank of Owasso
    United States
  • First Bank of Panacea
    United States
  • First Bank of Porpoises Country - Personal & Business
    United States
  • First bank of Shore Beach
    United States
  • First Bank of Swanhallow
    United States
  • First Bank of the Lake - Business
    United States
  • First Bank of the Lake - Personal
    United States
  • First Bank of Western Greenseed
    United States
  • First Bank of Western Maplefield
    United States
  • First Bank of Wyoming
    United States
  • First Bank Richmond
    United States
  • First Bank Texas
    United States
  • First Bankers Trust Company, National Association
    United States
  • First Basin Credit Union
    United States
  • First Bethany Bank & Trust
    United States
  • First Bristol Federal Credit Union
    United States
  • First Business Bank - Business
    United States
  • First Business Bank - Personal
    United States
  • First Cahawba Bank
    United States
  • First California Federal Credit Union
    United States
  • First Capital Bank
    United States
  • First Capital Bank (Charleston, SC) - Business
    United States
  • First Capital Bank (Charleston, SC) - Personal
    United States
  • First Capital Bank (TN)
    United States
  • First Capital Bank (TX) - Business
    United States
  • First Capital Federal Credit Union (York, PA)
    United States
  • First Carolina Bank
    United States
  • First Castle Federal Credit Union
    United States
  • First Central Bank (Arapahoe, Cambridge and Edison) - Business
    United States
  • First Central Bank (Arapahoe, Cambridge, Edison, McCook, and Curtis) - Personal
    United States
  • First Central Bank (Arapahoe, Cambridge, Edison, McCook, and Curtis) - Personal; Arapahoe, Cambridge and Edison
    United States
  • First Central Bank (McCook and Curtis) - Business
    United States
  • First Central Credit Union
    United States
  • First Central Savings Bank
    United States
  • First Central State Bank
    United States
  • First Century Bank
    United States
  • First Cheyenne Credit Union
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

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.

Where it goes

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.

Diligence

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.