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.
6,289 to 6,336 of 10,268
- Moline Municipal Credit Union - Home BankingUnited States
- Molokai Community FCU(Kaunakakai, HI)United States
- Momentum Credit Union - Online BankingCanada
- Momentum Financial Group, LLCUnited States
- Momentum Resources, Inc.United States
- Monesty DigitalUnited States
- Monet BankUnited States
- Money Federal Credit UnionUnited States
- Money Network Pay Card - Money Network Pay CardUnited States
- Money One Credit UnionUnited States
- Money$mart 401(k) Savings & Retirement PlanUnited States
- MoneyBlock - Client AccessUnited States
- MoneyLion - RoarMoneyUnited States
- Monmouth FCU (Monmouth, ME)United States
- Monroe Community Credit UnionUnited States
- Monroe County Teachers Credit UnionUnited States
- Monroe Federal Savings and Loan AssociationUnited States
- Monroe Savings Bank, SLAUnited States
- Møns BankDenmark
- Monson Savings Bank - Personal/Small BusinessUnited States
- Montana Credit UnionUnited States
- Montana Educators Credit UnionUnited States
- Montauk Financial GroupUnited States
- Montecito Bank & TrustUnited States
- Monterey County BankUnited States
- Monterey Credit UnionUnited States
- Monterra Credit UnionUnited States
- Montgomery Bank - BusinessUnited States
- Montgomery Bank - PersonalUnited States
- Monticello Banking CompanyUnited States
- Montrose Savings BankUnited States
- Monument Bank (PA)United States
- MonzoUnited Kingdom
- Monzo (US)United States
- Moody National BankUnited States
- MOOG Employees Federal Credit UnionUnited States
- Moors & Cabot - First ClearingUnited States
- Moors & Cabot - MyStreetscapeUnited States
- Moran & Knobel Inc - ParticipantUnited States
- Morehead Community Federal Credit UnionUnited States
- Morell Credit UnionCanada
- Morgan StanleyUnited States
- Morgan Stanley - StockPlan Connect / Benefit AccessUnited States
- Morganton Savings BankUnited States
- Morgantown Bank & TrustUnited States
- Morningstar Managed Portfolios - Client AccessUnited States
- Morris Bank - mBiz Online BankingUnited States
- Morris Bank - Online BankingUnited 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.