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.
5,953 to 6,000 of 10,268
- MAX International Broker Dealer Corp. - MyStreetscapeUnited States
- Maxim Group- NetxinvestorUnited States
- MayfairUnited States
- Mayo Employees Federal Credit UnionUnited States
- Mayville Savings BankUnited States
- Mayville State BankUnited States
- MazaUnited States
- MazloUnited States
- Mazuma Credit UnionUnited States
- MbankPoland
- MBM Advisors - Participant LoginUnited States
- MBNAUnited Kingdom
- MBT BankUnited States
- MC Federal Credit UnionUnited States
- McAdams Wright Ragen - Client AccessUnited States
- MCAS Beaufort Credit UnionUnited States
- MCB (Mauritius Commercial Bank)Mauritius
- MCBank (TX) - BusinessUnited States
- MCBank (TX) - PersonalUnited States
- McClain BankUnited States
- McClave State BankUnited States
- McComb Federal Credit Union (MS)United States
- McCone County Federal Credit UnionUnited States
- McCoy Federal Credit UnionUnited States
- McCurtain County National BankUnited States
- McFarland State Bank - PersonalUnited States
- McHenry Bank & Trust - i-Business BankingUnited States
- McHenry Bank & Trust - PersonalUnited States
- McHenry Savings BankUnited States
- McHenry Savings Bank - Personal eBankingUnited States
- McIntosh County Bank (MD) - PersonalUnited States
- McKesson & Healthcare Providers Federal Credit UnionUnited States
- MCNB BanksUnited States
- MCS BankUnited States
- MCT Federal Credit UnionUnited States
- ME Banking - BusinessUnited States
- Me-Dian Credit UnionCanada
- Meade County BankUnited States
- Meadowland Credit UnionUnited States
- Meadows BankUnited States
- MeadWestVaco - Access DirectUnited States
- MECE Credit UnionUnited States
- Mechanics & Farmers Bank - BusinessUnited States
- Mechanics & Farmers Bank - PersonalUnited States
- Mechanics BankUnited States
- Mechanics Bank (CA) - Business BankingUnited States
- Mechanics Bank (CA) - Online Banking PlusUnited States
- Mechanics Bank (CA) - 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.