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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

6,145 to 6,192 of 10,268

  • Michigan Columbus(Livonia, MI)
    United States
  • Michigan Education Savings Program
    United States
  • Michigan Educational Credit Union
    United States
  • Michigan Employee Benefit Services, Inc.
    United States
  • Michigan First Credit Union
    United States
  • Michigan Legacy Credit Union
    United States
  • Michigan One Community Credit Union
    United States
  • Michigan Schools and Government CU
    United States
  • Michigan State University Federal Credit Union
    United States
  • Michigan United Credit Union
    United States
  • Mid America Bank
    United States
  • Mid America Bank (KS) - Personal
    United States
  • Mid American Credit Union
    United States
  • Mid Atlantic Capital Corp
    United States
  • Mid Carolina Credit Union
    United States
  • Mid Cities Credit Union
    United States
  • Mid Oregon Credit Union
    United States
  • Mid Penn Bank - Business
    United States
  • Mid Penn Bank - Commercial
    United States
  • Mid Penn Bank - Personal
    United States
  • Mid-Atlantic Federal Credit Union
    United States
  • Mid-Central Federal Savings Bank
    United States
  • Mid-County Teachers Credit Union
    United States
  • Mid-Hudson Valley Federal Credit Union
    United States
  • Mid-Illini Credit Union
    United States
  • Mid-Island Federal Credit Union
    United States
  • Mid-Island Mortgage Corp.
    United States
  • Mid-Kansas Credit Union
    United States
  • Mid-Missouri Bank
    United States
  • Mid-Southern Savings Bank, FSB
    United States
  • MID-TEX CREDIT UNION
    United States
  • MidAmerica National Bank
    United States
  • Midas Credit Card
    United States
  • midatlantic - MyStreetscape
    United States
  • MidCoast Community Bank
    United States
  • Midcoast Federal Credit Union
    United States
  • MidCountry Bank - Business
    United States
  • MidCountry Bank - Personal
    United States
  • Middle Tennessee Credit Union
    United States
  • Middlesex Federal Savings
    United States
  • Middlesex Savings Bank
    United States
  • Middletown Valley Bank
    United States
  • MidFirst Bank - Business Banking
    United States
  • MidFirst Bank - Personal
    United States
  • MIDFLORIDA Credit Union - Online Banking
    United States
  • MIDFLORIDA Credit Union - Premier Treasury
    United States
  • Midland Community Bank
    United States
  • Midland 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.