Skip to content

ProductIntegrations

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

4,225 to 4,272 of 10,268

  • FNB Community Bank - Business
    United States
  • FNB Community Bank - Personal
    United States
  • FNB Coweta
    United States
  • FNB Germantown
    United States
  • FNB Oxford
    United States
  • FNB Oxford - Business
    United States
  • FNB South
    United States
  • FNBC Bank
    United States
  • FNBC Bank & Trust - Business
    United States
  • FNBC Bank & Trust - Personal
    United States
  • FNBCC
    United States
  • FNBO Direct - Personal
    United States
  • FNBsocal - Personal
    United States
  • FNBT Bank
    United States
  • FNC Bank
    United States
  • Focus Bank - Business
    United States
  • Focus Bank - Personal
    United States
  • Focus Credit Union
    United States
  • Focus Federal Credit Union
    United States
  • Focus First Federal Credit Union
    United States
  • Focus HR
    United States
  • Foothill Credit Union
    United States
  • Foothills Bank
    United States
  • Foothills Community Bank
    United States
  • Foothills Credit Union
    United States
  • Foothills Federal Credit Union
    United States
  • For Members Only Federal Credit Union
    United States
  • Forbright Bank
    United States
  • Forbright Bank - Branch
    United States
  • Forbright Bank - Business
    United States
  • Forcht Bank - Business
    United States
  • Forcht Bank - Personal
    United States
  • Ford - Interest Advantage Online Access
    United States
  • Ford Interest Advantage
    United States
  • Ford Rewards Visa Signature® Credit Card
    United States
  • Foresight Bank
    United States
  • Forest Area Federal Credit Union
    United States
  • Forest Park National Bank & Trust Co.
    United States
  • Forever 21 - Visa Credit Card (Comenity)
    United States
  • Forever 21 Credit Card (Comenity)
    United States
  • Forge Credit Union
    United States
  • Forrit
    United States
  • Fort Bragg Federal Credit Union
    United States
  • Fort Community Credit Union
    United States
  • Fort Dodge Family Credit Union
    United States
  • Fort Financial Credit Union
    United States
  • Fort Gibson State Bank
    United States
  • Fort McPherson 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.