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.
6,097 to 6,144 of 10,268
- Merit Bank - BusinessUnited States
- Merit Bank - PersonalUnited States
- Meritrust Credit UnionUnited States
- Meritrust Credit Union - BusinessUnited States
- Meritus CapitalUnited States
- Meritus Credit UnionUnited States
- Meriwest Credit UnionUnited States
- Merkur AndelskasseDenmark
- Merrick Bank - Credit CardUnited States
- MerrillUnited States
- Merrill Lynch - BenefitsUnited States
- Merrimack County Savings BankUnited States
- Mesirow FinancialUnited States
- MET TRAN CREDIT UNIONUnited States
- Metairie BankUnited States
- Metamora State BankUnited States
- Metco Credit UnionUnited States
- Method BankUnited States
- Methodist Healthcare Federal Credit UnionUnited States
- Methodist Hospital Federal Credit UnionUnited States
- MetLifeUnited States
- Metro BankUnited Kingdom
- Metro Bank (Alabama)United States
- Metro City BankUnited States
- Metro City Bank - BusinessUnited States
- Metro Community FCUUnited States
- Metro Credit UnionUnited States
- Metro Credit Union (NE)United States
- Metro Medical Credit UnionUnited States
- Metro North FCUUnited States
- Metro Phoenix Bank - PersonalUnited States
- Metro Plus Credit UnionUnited States
- Metropolitan Bank (CA)United States
- Metropolitan Capital BankUnited States
- Metropolitan Commercial Bank (NY) - PersonalUnited States
- Metropolitan Teachers Credit UnionUnited States
- Metrowest Community FCUUnited States
- Metrum Community CUUnited States
- MettleUnited Kingdom
- Metuchen Savings BankUnited States
- Metz Banking CompanyUnited States
- MI 529 AdvisorUnited States
- Mi BankUnited States
- Miami Firefighters Credit UnionUnited States
- Miami Firefighters FCUUnited States
- Miami Postal Service Credit UnionUnited States
- Miami University and Community Federal Credit UnionUnited States
- Michigan Coastal Credit UnionUnited 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.