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.
6,337 to 6,384 of 10,268
- Morris Sheppard Texarkana FCUUnited States
- Morrisons Cover 1st Federal Credit UnionUnited States
- Morrow County Federal Credit UnionUnited States
- MosUnited States
- Motion FCUUnited States
- Motive FinancialCanada
- Motor City Community Credit Union - Personal BankingCanada
- motusbankCanada
- Moultrie Bank & TrustUnited States
- Mound City Bank - PersonalUnited States
- Mount Lehman Credit UnionCanada
- Mount Olive Baptist Church Federal Credit UnionUnited States
- Mount Vernon BankUnited States
- Mount Vernon Bank & Trust CompanyUnited States
- Mountain America Credit UnionUnited States
- Mountain Commerce BankUnited States
- Mountain Credit UnionUnited States
- Mountain Heritage Credit UnionUnited States
- Mountain Pacific BankUnited States
- Mountain Valley Bank (Dunlap, TN)United States
- Mountain Valley Bank (Walden, CO)United States
- Mountain Valley Bank (West Virginia)United States
- Mountain Valley Community BankUnited States
- Mountain View Bank Of Commerce - BusinessUnited States
- Mountain View Bank Of Commerce - RetailUnited States
- Mountain West BankUnited States
- Mountain West Federal Credit UnionUnited States
- MountainCrest CUUnited States
- MountainOne BankUnited States
- Movement BankUnited States
- MovesUnited States
- Moya Financial Credit Union - Online BankingCanada
- MPD Community Credit UnionUnited States
- MRV Banks (MO)United States
- Mt Lebanon Federal Credit UnionUnited States
- Mt. McKinley BankUnited States
- MTC Federal Credit UnionUnited States
- Muenster State BankUnited States
- Multipli Credit UnionUnited States
- Municipal BankUnited States
- Municipal Credit Union (NY)United States
- Murphy-Wall State Bank and Trust CompanyUnited States
- Muskegon Federal Credit UnionUnited States
- Muskogee Federal Credit UnionUnited States
- MUTB Shareworks - BusinessUnited States
- Mutual Bank - BusinessUnited States
- Mutual Credit UnionUnited States
- Mutual FederalUnited 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.