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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

6,241 to 6,288 of 10,268

  • Minnco Credit Union
    United States
  • Minnequa Works Credit Union
    United States
  • Minnesota 529 College Savings Plan
    United States
  • Minnesota Bank & Trust
    United States
  • Minnesota Lakes Bank - Personal
    United States
  • Minnesota National Bank
    United States
  • Minnesota PERA
    United States
  • Minnesota Power Employees Credit Union
    United States
  • Minnesota TRA
    United States
  • Minnesota Valley Federal Credit Union
    United States
  • Minnstar Bank
    United States
  • Minnwest Bank
    United States
  • Minster Bank
    United States
  • Mint Valley Credit Union
    United States
  • Mirabaud
    Switzerland
  • Mirastar Federal Credit Union
    United States
  • Mission Bank
    United States
  • Mission Bank (AZ) - Business
    United States
  • Mission Bank (AZ) - Personal
    United States
  • Mission City Federal Credit Union
    United States
  • Mission Federal Credit Union
    United States
  • Mission National Bank - Business
    United States
  • Mission National Bank - Personal
    United States
  • Mission Valley Bank
    United States
  • Mission Valley Bank - Business Online Banking
    United States
  • Mississippi Credit Union
    United States
  • Mississippi River Bank
    United States
  • Missouri Central Credit Union
    United States
  • Missouri MOST 529 Education Plan
    United States
  • Missouri Saving For Tuition
    United States
  • Missouri Valley Federal Credit Union
    United States
  • MIT Federal Credit Union
    United States
  • Mitchell Bank
    United States
  • MNB Bank - Personal
    United States
  • Mobank
    United States
  • Mobile Educators Credit Union
    United States
  • Mobile Postal Employees Credit Union
    United States
  • Mobility Credit Union
    United States
  • Mobilize Pay
    Germany
  • Mocse Credit Union
    United States
  • Modak
    United States
  • Model
    United Kingdom
  • Modern Business Associates
    United States
  • Modesto's First Federal Credit Union
    United States
  • Mohave Community FCU
    United States
  • Mohawk Valley FCU
    United States
  • Mohela - Navient
    United States
  • Mokelumne Federal 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.