Abacus

The system acts as a reconciled record of entities, custodians, and private books, updated monthly.

More than ten thousand institutional connections, with outbound feeds to Orion, Addepar, Tamarac, and Black Diamond.

One record for the family, readable by your CPA and counsel, maintained by a team you know by name. Wealth reporting without a family office.

View-only credentials, always. No trading authority, no money movement, and a person verifying every figure.

A $1.5 billion RIA in the West needed a system to serve high-net-worth clients beyond their current platform’s capabilities.

Notes on wealth reporting, alternative investments, and running a family office, from the team that maintains client records every day.

Family offices, private clients, and RIAs on one live record. How each moved reporting and the private book off their own desks.

An RIA in the Southeast with $80 million in assets adopted asset tracking to differentiate in a competitive market.

Abacus Wealth Tech, Inc. provides back-office services families could not otherwise hire, including record maintenance.

The page explains how wealth reporting shifts manual work off desks rather than simply moving data into dashboards.

A 45-minute consultation reviews a client’s maintained financial record and associated costs using their own statements.

Talk to the people who do the work. No support queue and no chatbot triage, for prospective clients, existing clients, and press.

Every account, entity, and asset class in one live record, maintained by a named team. Wealth reporting for families, family offices, and advisors.

Abacus Wealth Tech, Inc. outlines its privacy policy, covering data collection, usage, protection, and user choices.

How Abacus Wealth Tech, Inc. handles special categories of personal data under the GDPR, including lawful bases, access control, and retention.