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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

4,369 to 4,416 of 10,268

  • Friend Bank - Cash Management
    United States
  • Friend Bank - Personal
    United States
  • Friendly Federal Credit Union
    United States
  • Friends and Family Credit Union
    United States
  • Friendship State Bank
    United States
  • Fringe Benefits - Retirement 401(k) & 403(b)
    United States
  • Fringe Benefits Design Inc.- Employee Benefit Plans
    United States
  • Friona Texas Federal Credit Union
    United States
  • Front Range State Bank - Business
    United States
  • Front Range State Bank - Personal
    United States
  • Front Royal Credit Union
    United States
  • Frontier Bank - Business
    United States
  • Frontier Bank - Personal
    United States
  • Frontier Bank of Texas
    United States
  • Frontier Community Credit Union
    United States
  • Frontier Credit Union
    United States
  • Frontier Private
    United States
  • Frontier Private - Business
    United States
  • Frontier State Bank (OK)
    United States
  • Frontline Credit Union - Personal Banking
    Canada
  • Frontwave Credit Union
    United States
  • Frørup Andelskasse
    Denmark
  • Frøslev-Mollerup Sparekasse
    Denmark
  • Frost Bank
    United States
  • Frost Brokerage Invest Online
    United States
  • Fruitful
    United States
  • FS Investment Corporation
    United States
  • FSC Securities Corporation
    United States
  • Fulton Bank - BOSS
    United States
  • Fulton Bank - Credit Cards
    United States
  • Fulton Bank - Personal Online Banking
    United States
  • Fulton Bank - Small Business
    United States
  • Fulton Financial Advisors - 401k Access
    United States
  • Fulton Savings Bank
    United States
  • Fundbox
    United States
  • Fundomate
    United States
  • Fundrise
    United States
  • Fursure
    United States
  • Further
    United States
  • Fusion Bank
    United States
  • Fusion Credit Union - Online Banking
    Canada
  • Fusion Employer Services
    United States
  • Future
    United States
  • Future Planning Associates, Inc
    United States
  • Fynske Bank
    Denmark
  • G.W. Jones Exchange Bank
    United States
  • G&A Partners
    United States
  • G&F Financial Group
    Canada

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.