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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

3,649 to 3,696 of 10,268

  • First Farmers and Commercial Bank (Pikeville, Tennessee)
    United States
  • First Farmers Bank & Trust
    United States
  • First Farmers State Bank (IL)
    United States
  • First Fed Bank - Business Online Banking
    United States
  • First Fed Bank - Personal Online Banking
    United States
  • First Fed SB of Champaign-Urbana
    United States
  • First Federal (SC) - Personal
    United States
  • First Federal Bank
    United States
  • First Federal Bank - ECORP
    United States
  • First Federal Bank - Personal
    United States
  • First Federal Bank (NC)
    United States
  • First Federal Bank (TN)
    United States
  • First Federal Bank & Trust (Sheridan, WY)
    United States
  • First Federal Bank of Kansas City
    United States
  • First Federal Bank of Louisiana
    United States
  • First Federal Bank of Ohio
    United States
  • First Federal Bank of Wisconsin - Commercial
    United States
  • First Federal Bank of Wisconsin - Consumer
    United States
  • First Federal Community Bank (Dover, OH)
    United States
  • First Federal Community Bank of Bucyrus
    United States
  • First Federal Community Bank of Bucyrus - Business
    United States
  • First Federal Community Bank, SSB
    United States
  • First Federal Lakewood
    United States
  • First Federal Savings
    United States
  • First Federal Savings (OH) - Personal
    United States
  • First Federal Savings & Loan Association - Business
    United States
  • First Federal Savings & Loan Association - Personal
    United States
  • First Federal Savings & Loan Association of Delta
    United States
  • First Federal Savings & Loan of San Rafael
    United States
  • First Federal Savings and Loan Association
    United States
  • First Federal Savings and Loan Association of Central Illinois, S.B.
    United States
  • First Federal Savings and Loan Association of Greene County
    United States
  • First Federal Savings and Loan Association of Van Wert - Personal
    United States
  • First Federal Savings Bank
    United States
  • First Federal Savings Bank (Evansville, IN) - Personal
    United States
  • First Federal Savings Bank (IL) - Personal
    United States
  • First Federal Savings Bank of Angola
    United States
  • First Federal Savings Bank of Mascoutah - Business
    United States
  • First Federal Savings Bank of Mascoutah - Personal
    United States
  • First Federal Savings Bank of Twin Falls
    United States
  • First Federal Savings Bank of Washington - Personal
    United States
  • First Federal Savings of Lorain
    United States
  • First Federal Savings of Middletown - Online Banking
    United States
  • First Federal Savings of Valdosta
    United States
  • First Fidelity Bank
    United States
  • First Fidelity Bank - Personal/Small Business
    United States
  • First Fidelity Bank - SMB/Commercial
    United States
  • First Fidelity Bank (SD) - Personal
    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.