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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

5,857 to 5,904 of 10,268

  • Main Street Bank - Personal
    United States
  • Main Street Bank (MA) - Online Banking
    United States
  • Main Street Bank (WV) - Personal
    United States
  • Maine Community Bank
    United States
  • Maine Family Federal Credit Union
    United States
  • Maine Highlands Credit Union
    United States
  • Maine Savings Federal Credit Union
    United States
  • Maine Solutions Federal Credit Union
    United States
  • Maine State Credit Union (Personal)
    United States
  • Mainstreet
    United States
  • Mainstreet Bank (Nebraska)
    United States
  • MainStreet Bank (Northern Virginia)
    United States
  • Mainstreet Community Bank of Florida
    United States
  • Mainstreet Credit Union - Online Banking
    Canada
  • Mainstreet Credit Union (KS)
    United States
  • Maj Bank A/S
    Denmark
  • Makai HR
    United States
  • Malaga Bank F.S.B.
    United States
  • Malheur FCU
    United States
  • Malpeque Bay Credit Union
    United States
  • Malvern Federal Savings Bank
    United States
  • Malvern National Bank
    United States
  • Malvern Trust and Savings Bank - Personal
    United States
  • Management Solutions
    United States
  • Manasquan Bank
    United States
  • Manhattan Bank
    United States
  • Manifest Financial
    United States
  • Mann Associates InvestLink
    United States
  • Manufacturers Bank
    United States
  • Maple Bank (Champlin, MN) - Personal
    United States
  • Maple City Savings Bank, FSB
    United States
  • Maple Credit Union
    United States
  • MapleMark Bank - MapleVirtual
    United States
  • MapleMark Bank - Personal
    United States
  • Maps Credit Union
    United States
  • Maquoketa State Bank
    United States
  • Marathon Bank - Personal
    United States
  • Marathon Visa Credit Card (Comenity)
    United States
  • Marblehead Bank (MA) - Business
    United States
  • Marblehead Bank (MA) - Personal
    United States
  • Marcus by Goldman Sachs
    United States
  • MARI - Client Monitoring and Reporting System
    United States
  • Marin County Federal Credit Union
    United States
  • Marine – A Division of ELGA Credit Union
    United States
  • Marine Bank
    United States
  • Marine Bank & Trust - Personal
    United States
  • Marine Credit Union
    United States
  • Marine Federal 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.