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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

4,081 to 4,128 of 10,268

  • First State Bank of Le Center
    United States
  • First State Bank of Livingston
    United States
  • First State Bank of Monticello
    United States
  • First State Bank of North Dakota
    United States
  • First State Bank of Northwest Arkansas
    United States
  • First State Bank of Odem
    United States
  • First State Bank of Olmsted
    United States
  • First State Bank of Paint Rock
    United States
  • First State Bank of Red Wing
    United States
  • First State Bank of Ryan
    United States
  • First State Bank of Swanville (MN) - Online Banking
    United States
  • First State Bank of Texas - Business
    United States
  • First State Bank of Texas - Personal
    United States
  • First State Bank of the Ozarks
    United States
  • First State Bank of the Southeast
    United States
  • First State Bank of Uvalde - Business
    United States
  • First State Bank of Uvalde - Personal
    United States
  • First State Bank of Wyoming
    United States
  • First State Bank Plus (IA) - Personal
    United States
  • First State Bank Ransom (KS)
    United States
  • First State Bank Southwest
    United States
  • First State Bank Yoakum
    United States
  • First State Community Bank
    United States
  • First State Financial, Inc.
    United States
  • First Tech Federal Credit Union
    United States
  • First Texas Bank (Georgetown)
    United States
  • First Texas Bank (Lampasas)
    United States
  • First Texas National Bank (Floydada)
    United States
  • First Texoma National Bank
    United States
  • First Tri-County Bank
    United States
  • First Trust and Savings Bank
    United States
  • First Trust and Savings Bank - Personal
    United States
  • First Trust Bank (IL)
    United States
  • First Trust Credit Union
    United States
  • First United Bank
    United States
  • First United Bank (KY)
    United States
  • First United Bank & Trust - Business
    United States
  • First United Bank & Trust - Personal
    United States
  • First United Bank of North Dakota
    United States
  • First United Credit Union (MI)
    United States
  • First United National Bank - Business Banking
    United States
  • First United National Bank - Online Banking
    United States
  • First US Bank
    United States
  • First US Community Credit Union
    United States
  • First Utah Bank
    United States
  • First Virginia Community Bank
    United States
  • First Vision Bank of Tennessee
    United States
  • First Watch 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.