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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

6,433 to 6,480 of 10,268

  • National Bank of Arizona - Business
    United States
  • National Bank of Arizona - Personal
    United States
  • National Bank of Blacksburg - Internet Banking
    United States
  • National Bank of Canada
    Canada
  • National Bank of Canada - Business
    Canada
  • National Bank of Canada (NY) - Business
    United States
  • National Bank of Commerce (WI & MN)
    United States
  • National Bank of Coxsackie
    United States
  • National Bank of Middlebury
    United States
  • National Bank of New York City - Personal
    United States
  • National Bank of Ohio - Personal
    United States
  • National Bank of St. Anne
    United States
  • National Capital Bank of Washington - Business eBanking
    United States
  • National Capital Bank of Washington - Consumer eBanking
    United States
  • National Cooperative Bank
    United States
  • National Exchange Bank & Trust Exchange OnLine
    United States
  • National Exchange Bank & Trust Exchange OnLine - Business
    United States
  • National Grand Bank
    United States
  • National Iron Bank
    United States
  • National Life Group - Client Access
    United States
  • National Penn Bank
    United States
  • National Penn Bank (Small Business)
    United States
  • National PEO
    United States
  • Nationwide - Retirement
    United States
  • Nationwide Building Society
    United Kingdom
  • Nationwide Securities, LLC
    United States
  • Native American Bank
    United States
  • NatWest
    United Kingdom
  • Nav
    United States
  • Naveo Credit Union
    United States
  • Navigant Credit Union
    United States
  • Navigator Credit Union
    United States
  • Navy Federal Credit Union
    United States
  • NBK Capital Watani Brokerage
    United States
  • nbkc bank
    United States
  • NBT 401k (Plan Participant)
    United States
  • NBT Bank
    United States
  • NBT Financial Bank
    United States
  • NBTA Credit Union
    Canada
  • NBW Bank
    United States
  • NCPD Federal Credit Union
    United States
  • Nebo Credit Union
    United States
  • Nebraska Bank
    United States
  • Nebraska Bank of Commerce - Personal
    United States
  • Nebraska Energy FCU
    United States
  • Nebraska State Bank
    United States
  • Nebraska State Bank & Trust Company
    United States
  • Nebraska State Employees 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.