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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

5,905 to 5,952 of 10,268

  • Marion Community Bank - Personal
    United States
  • Marion County Bank - Personal
    United States
  • Marion National Bank
    United States
  • Marion State Bank
    United States
  • Marion State Bank (Texas)
    United States
  • Marisol Federal Credit Union
    United States
  • Market USA Federal Credit Union
    United States
  • Marquette Bank (Chicago) - Mobile Banking
    United States
  • Marquette Community FCU
    United States
  • Marquette Farmers State Bank of Marquette
    United States
  • Marquette Financial Group
    United States
  • Marquette Savings Bank (PA) - Personal
    United States
  • Marriott Bonvoy
    United States
  • Mars National Bank
    United States
  • Marseilles Bank
    United States
  • Marshall Community Credit Union
    United States
  • Marshall County State Bank
    United States
  • Marshfield Medical Center CU
    United States
  • Marshland Credit Union
    United States
  • Martha's Vineyard Bank - Online Banking
    United States
  • Martha's Vineyard Financial Group
    United States
  • Martinsburg Bank and Trust
    United States
  • Martinsville First Savings Bank
    United States
  • Marvel City Federal Credit Union
    United States
  • Marvel Credit Card
    United States
  • Maryland 529 - Prepaid College Trust
    United States
  • Mascoma Bank
    United States
  • Mason Bank
    United States
  • Maspeth Federal Savings Bank - Online Banking
    United States
  • Mass Bay Credit Union
    United States
  • Mass Finance Inc.
    United States
  • Massena Savings and Loans (NY)
    United States
  • MassMutual - Annuities and Insurance
    United States
  • MassMutual - Retirement Services
    United States
  • MassMutual Federal Credit Union
    United States
  • MassMutual RetireSmart
    United States
  • Matadors Community Credit Union
    United States
  • Matanuska Valley FCU
    United States
  • Materion Federal Credit Union
    United States
  • Mattel Federal Credit Union
    United States
  • Mauch Chunk Trust Company
    United States
  • Maui County Federal Credit Union
    United States
  • MAUI CREDIT UNION
    United States
  • Maui Teachers Federal Credit Union
    United States
  • Maumee Valley Credit Union
    United States
  • Maurices Credit Card (Comenity) - https://d.comenity.net/maurices/
    United States
  • Maverick Bank
    United States
  • MAX 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.