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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

337 to 384 of 10,268

  • Allegent Community Federal Credit Union
    United States
  • Allegheny Central Employees Federal Credit Union
    United States
  • Allegiance Credit Union
    United States
  • Allegius Credit Union
    United States
  • Allentown Federal Credit Union
    United States
  • Alliance & Associates
    United States
  • Alliance Bank
    United States
  • Alliance Bank (MN) - Business Banking
    United States
  • Alliance Bank (MN) - Individual Banking
    United States
  • Alliance Bank (WI)
    United States
  • Alliance Bank Central Texas
    United States
  • Alliance Bank of Topeka (KS)
    United States
  • Alliance Benefit Group (Houston) - Retirement
    United States
  • Alliance Catholic Credit Union
    United States
  • Alliance Community Bank (For Former National Bank of Petersburg Customers)
    United States
  • Alliance Credit Union (MO)
    United States
  • Alliance Credit Union (TX)
    United States
  • ALLIANCE CREDIT UNION OF FLORIDA
    United States
  • Alliance Niagara Federal Credit Union
    United States
  • Alliance Plan - Retirement Plan Information Line
    United States
  • Alliant Bank (MO)
    United States
  • Alliant Credit Union
    United States
  • alliant-prod
    United States
  • Allied Federal Credit Union
    United States
  • Allied Irish Bank
    United Kingdom, Ireland
  • AllModern - Citi Card
    United States
  • AllNations Bank
    United States
  • ALLOY CREDIT UNION
    United States
  • AllSouth Federal Credit Union
    United States
  • Alltru Credit Union
    United States
  • Alltrust Credit Union
    United States
  • Allvac Savings & Credit Union
    United States
  • Allwealth Federal Credit Union
    United States
  • Ally Bank
    United States
  • Ally Bank - Home Loan
    United States
  • Alma Bank - Commercial
    United States
  • Alma Bank - Personal and Small Business
    United States
  • Aloha Pacific Federal Credit Union
    United States
  • ALON Credit Card
    United States
  • Alpena Alcona Area Credit Union (MI)
    United States
  • Alpena Community Credit Union
    United States
  • Alpha Credit Union
    United States
  • Alphaeon Credit - Dentistry, Ophthalmology
    United States
  • Alphaeon Credit - Dermatology, Cosmetic
    United States
  • Alphastaff
    United States
  • Alphastaff (Corporate)
    United States
  • Alpine Bank
    United States
  • Alpine Capital 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.