Integrable with stacks like Orion, Addepar, and Black Diamond.
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.
4,705 to 4,752 of 10,268
- Guardians Credit UnionUnited States
- GuavaUnited States
- GuidelineUnited States
- GuideStone Financial ResourcesUnited States
- Gulf & FraserCanada
- Gulf Atlantic BankUnited States
- Gulf Capital Bank - Business OnlineUnited States
- Gulf Capital Bank - Retail OnlineUnited States
- Gulf Coast BankUnited States
- Gulf Coast Bank & Trust CompanyUnited States
- Gulf Coast Business BankUnited States
- Gulf Coast Community Federal Credit UnionUnited States
- Gulf Coast Educators Federal Credit UnionUnited States
- Gulf Coast Federal Credit UnionUnited States
- Gulf Credit UnionUnited States
- Gulf CU (TX)United States
- Gulf Employees Credit UnionUnited States
- Gulf Trust Federal Credit UnionUnited States
- Gulf Winds Credit UnionUnited States
- Gulfside BankUnited States
- GustoUnited States
- Guthrie Community Credit UnionUnited States
- Guthrie County State BankUnited States
- GW Wade - MyStreetscapeUnited States
- Gwinnett Community BankUnited States
- H&E Telephone Credit UnionUnited States
- HAB BankUnited States
- Haddon Savings BankUnited States
- HalifaxUnited Kingdom
- Halstead Bank - TheUnited States
- Hamakua Federal Credit UnionUnited States
- Hamilton Horizons Federal Credit UnionUnited States
- Hamilton Sound Credit UnionCanada
- Hamler State Bank (OH)United States
- Hamlin Bank and Trust CompanyUnited States
- Hana Bank USAUnited States
- Hancock County Savings Bank - PersonalUnited States
- Hancock Federal Credit UnionUnited States
- Hancock Investment Services, Inc. - MyStreetscapeUnited States
- Hancock WhitneyUnited States
- HandelsbankenSweden
- Hanin Credit UnionUnited States
- Hanmi BankUnited States
- Hanover Bank - BusinessUnited States
- Hanover Bank - PersonalUnited States
- Hanscom Federal Credit UnionUnited States
- Hanscom Federal Credit Union - BusinessUnited States
- Hantz Bank - PersonalUnited States
List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.
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.
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.
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.