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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

4,129 to 4,176 of 10,268

  • First West Bank of the Canyon
    United States
  • First Western Bank (AR)
    United States
  • First Western Bank & Trust
    United States
  • First Western Trust - Consumer Banking
    United States
  • First Western Trust - iWealth Business Banking
    United States
  • First Westroads Bank (NE)
    United States
  • First Whitney Bank - Personal
    United States
  • First Women's Bank - Business
    United States
  • First Women's Bank - Personal
    United States
  • Firstar Bank
    United States
  • Firstar Bank - Treasury Management
    United States
  • FirstBank (Antlers, OK) - Internet Banking
    United States
  • FirstBank (Colorado) - Internet Cash Management
    United States
  • FirstBank (Colorado) - Personal Online Banking
    United States
  • FirstBank (Florida) - Business
    United States
  • FirstBank (Florida) - Personal
    United States
  • FirstBank (Puerto Rico & Virgin Islands) - Business Digital Banking
    United States
  • FirstBank (Puerto Rico & Virgin Islands) - Digital Banking
    United States
  • FirstBank (TN) - Online
    United States
  • FirstBank Southwest - Commercial
    United States
  • FirstBank Southwest - Personal & Small Business
    United States
  • Firstcard
    United States
  • FirstCity Bank of Commerce (FL)
    United States
  • FirstEnergy Choice Federal Credit Union
    United States
  • FirsTier Bank - Business
    United States
  • FirsTier Bank - Personal
    United States
  • FirstLand Mortgage Servicing
    United States
  • FirstLight Federal Credit Union
    United States
  • Firstmark Credit Union
    United States
  • Firstmark Services
    United States
  • FirstOak Bank
    United States
  • FirstOntario Credit Union - Online Banking
    Canada
  • Firstrade
    United States
  • Firstrust Bank
    United States
  • FirstState Bank (Alabama)
    United States
  • Fiscal Credit Union
    United States
  • Fisher Scientific Employees Federal Credit Union
    United States
  • FISNonline Streetscape - MyStreetscape
    United States
  • Fitness Bank
    United States
  • Fitzsimons Credit Union
    United States
  • Five Points Bank - Business
    United States
  • Five Points Bank - Personal
    United States
  • Five Points Bank of Hastings - Business
    United States
  • Five Points Bank of Hastings - Personal
    United States
  • Five Star Bank (CA)
    United States
  • Five Star Bank (NY)
    United States
  • Five Star Credit Union
    United States
  • Five Star Federal 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.