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

385 to 432 of 10,268

  • Alpine Credit Union
    United States
  • ALPS Federal Credit Union
    United States
  • Alta Pacific Bank
    United States
  • Alta Vista Credit Union
    United States
  • Altabank
    United States
  • Altamaha Bank & Trust
    United States
  • Altamaha Credit Union
    United States
  • Altana Federal Credit Union
    United States
  • AltaOne Federal Credit Union
    United States
  • Alterna Bank
    Canada
  • Alterna Savings - Online Banking
    Canada
  • Alternatives Federal Credit Union
    United States
  • Alto
    United States
  • Alton Bank
    United States
  • Altonized Community Federal Credit Union
    United States
  • Altoona First Savings Bank
    United States
  • Altos Bank
    United States
  • Altra Federal Credit Union
    United States
  • Altruist
    United States
  • Altura Credit Union
    United States
  • AlumniFi
    United States
  • Alva State Bank & Trust
    United States
  • Amalgamated Bank - Personal
    United States
  • Amalgamated Bank - Small Business - Online Treasury Manager
    United States
  • Amalgamated Bank of Chicago
    United States
  • Amalgamated Bank of Chicago - Business
    United States
  • Amarillo Community Credit Union
    United States
  • Amarillo National Bank
    United States
  • Amazon.com Store Card
    United States
  • Ambler Savings Bank
    United States
  • Amboy Bank
    United States
  • Amboy National Bank - Personal
    United States
  • AmcoreTrade.com - MyStreetscape
    United States
  • Amegy Bank of Texas - Business
    United States
  • Amegy Bank of Texas - Personal
    United States
  • Amerant Bank
    United States
  • Amerant Bank - TreasuryConnect
    United States
  • Amerasia Bank
    United States
  • America First Credit Union
    United States
  • America's Back Office
    United States
  • America's Credit Union
    United States
  • America's Credit Union (WA)
    United States
  • America's First Federal CU
    United States
  • America’s First Network Credit Union
    United States
  • American 1 Credit Union
    United States
  • American AgCredit
    United States
  • American Airlines - Citi Card
    United States
  • American Airlines 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.