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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

4,465 to 4,512 of 10,268

  • Generations Bank - Business
    United States
  • Generations Bank - Personal
    United States
  • Generations Bank (Exeter, NE)
    United States
  • Generations Bank (NY)
    United States
  • Generations Credit Union
    United States
  • Generations Federal Credit Union
    United States
  • Generations United Federal Credit Union
    United States
  • Genesee Regional Bank
    United States
  • Genesee Valley Federal Credit Union (NY)
    United States
  • Genesis Bank
    United States
  • Genesis Bank - Personal
    United States
  • Genesis Credit
    United States
  • Genesis Employees Credit Union
    United States
  • Genesis HR Solutions
    United States
  • GenFed Financial Credit Union
    United States
  • Genisys Credit Union
    United States
  • Genoa Bank
    United States
  • Genoa Community Bank (NE) - Personal
    United States
  • GenuBank
    United States
  • Georgetown Kraft Credit Union (GKCU)
    United States
  • Georgetown University Alumni and ST FCU
    United States
  • Georgia Banking Company
    United States
  • Georgia Banking Company - Business
    United States
  • Georgia Community Bank
    United States
  • Georgia First Bank
    United States
  • Georgia Heritage Federal Credit Union
    United States
  • Georgia Power Northwest Federal Credit Union (GA)
    United States
  • Georgia Primary Bank - Business
    United States
  • Georgia Primary Bank - Personal
    United States
  • Georgia United Credit Union
    United States
  • Georgia's Own Credit Union
    United States
  • Geovista Credit Union
    United States
  • Gerber Federal Credit Union
    United States
  • German American Bank - Business Banking
    United States
  • German American Bank - Online Banking
    United States
  • German American State Bank (a division of Foresight Bank)
    United States
  • Germantown Trust & Savings Bank (GTSB)
    United States
  • Gesa Credit Union - Business
    United States
  • Gesa Credit Union - Personal
    United States
  • GFA Federal Credit Union
    United States
  • GFA Federal Credit Union - Credit Card
    United States
  • GHS Federal Credit Union (NY)
    United States
  • GHS Federal Credit Union (SC)
    United States
  • giantbank.com
    United States
  • Gibraltar Bank - Personal
    United States
  • Gibsland Bank & Trust
    United States
  • Gilmer National Bank (TX)
    United States
  • Girard Securities - MyStreetscape
    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.