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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

3,697 to 3,744 of 10,268

  • First Financial Bank
    United States
  • First Financial Bank - Business
    United States
  • First Financial Bank - Online Banking
    United States
  • First Financial Bank - Personal
    United States
  • First Financial Bank (AL) - Personal
    United States
  • First Financial Bank (AR) - Business
    United States
  • First Financial Bank (AR) - Personal
    United States
  • First Financial Bank USA (SD) - Community Banking
    United States
  • First Financial Credit Union (CA)
    United States
  • First Financial Credit Union (IL)
    United States
  • First Financial Credit Union (NJ)
    United States
  • First Financial Credit Union (NM)
    United States
  • First Financial FCU of Maryland
    United States
  • First Financial Northwest Bank - Personal
    United States
  • First Flight Federal Credit Union
    United States
  • First Florida Credit Union
    United States
  • First Foundation - Business Banking
    United States
  • First Foundation - Commercial Online
    United States
  • First Foundation - Personal
    United States
  • First Freedom Bank
    United States
  • First General Bank (CA)
    United States
  • First Georgetown - MyStreetscape
    United States
  • First Guaranty Bank
    United States
  • First Harrison Bank
    United States
  • First Harvest Credit Union
    United States
  • First Hawaiian Bank
    United States
  • First Hawaiian Bank - Commercial
    United States
  • First Heritage Bank (Centralia, KS)
    United States
  • First Heritage Federal Credit Union
    United States
  • First Heroes National Bank a Division of First National Bank Texas
    United States
  • First Home Savings Bank
    United States
  • First Hope Bank
    United States
  • First Horizon Bank - Business
    United States
  • First Horizon Bank - Digital Banking
    United States
  • First IC Bank - Business
    United States
  • First IC Bank - Personal
    United States
  • First Independence Bank
    United States
  • First Independence Bank - Business
    United States
  • First Independent Bank
    United States
  • First Independent Bank (MN) - Personal
    United States
  • First International Bank & Trust - Business
    United States
  • First International Bank & Trust - Personal
    United States
  • First Internet Bank of Indiana - Commercial
    United States
  • First Internet Bank of Indiana - Personal & Business
    United States
  • First Interstate Bank - Business
    United States
  • First Interstate Bank - Credit Card Account Services
    United States
  • First Interstate Bank - Personal
    United States
  • First Iowa State Bank
    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.