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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

6,193 to 6,240 of 10,268

  • Midland IRA
    United States
  • Midland Mortgage Company
    United States
  • Midland States Bank - Personal
    United States
  • MidMinnesota Federal Credit Union
    United States
  • MidSouth Bank - Business
    United States
  • MidSouth Bank - Personal
    United States
  • MidSouth Community Federal Credit Union
    United States
  • Midstates Bank
    United States
  • MidWest America Federal Credit Union
    United States
  • Midwest Bank (Illinois)
    United States
  • Midwest Bank (MN)
    United States
  • Midwest Bank (NE) - Business
    United States
  • Midwest Bank (NE) - Personal
    United States
  • Midwest BankCentre
    United States
  • Midwest Carpenters and Millwrights Credit Union
    United States
  • Midwest Community Federal Credit Union
    United States
  • Midwest Heritage
    United States
  • Midwest HR
    United States
  • Midwest Members Credit Union
    United States
  • Midwest Regional Bank - Business
    United States
  • Midwest Regional Bank - Personal
    United States
  • Midwest Regional Credit Union
    United States
  • MidWestOne Bank - Business
    United States
  • MidWestOne Bank - Personal
    United States
  • MidWestOne Bank (Pilot Testing)
    United States
  • Mil-Way Federal Credit Union
    United States
  • Mile High Banks - Personal
    United States
  • Mile High Federal Credit Union
    United States
  • Milestone Bank
    United States
  • Milestone MasterCard Online
    United States
  • MILESTONES CREDIT UNION
    United States
  • Milford Federal Savings & Loan Association
    United States
  • Military Star Card
    United States
  • Mill Town Credit Union
    United States
  • Millbury Federal Credit Union
    United States
  • Millbury National Bank (MA)
    United States
  • Millbury Savings Bank - Personal
    United States
  • Millennial Bank
    United States
  • Millennium Bank (Des Plaines, IL) - Business
    United States
  • Millennium Bank (Des Plaines, IL) - Personal
    United States
  • Millennium Bank, TN
    United States
  • Millstream Area Credit Union
    United States
  • Millville Savings Bank (NJ)
    United States
  • Millyard Bank - Business
    United States
  • Millyard Bank - Personal
    United States
  • Milton Savings Bank - Personal
    United States
  • Minden Exchange Bank & Trust Co
    United States
  • Miners Exchange Bank
    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.