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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

6,481 to 6,528 of 10,268

  • NebraskaLand National Bank
    United States
  • NebraskaLand National Bank - Business
    United States
  • Neches Federal Credit Union
    United States
  • Needham Bank - Business
    United States
  • Needham Bank - Personal Banking
    United States
  • Neighborhood Credit Union
    United States
  • Neighborhood National Bank
    United States
  • Neighborhood National Bank (MN)
    United States
  • Neighborhood Trust Federal Credit Union
    United States
  • Neighbors Bank
    United States
  • Neighbors Credit Union
    United States
  • Neighbors Federal Credit Union
    United States
  • Neighbors United Federal Credit Union
    United States
  • Neiman Marcus Employees FCU
    United States
  • NEKOOSA CREDIT UNION
    United States
  • Nelson & District Credit Union
    Canada
  • NEMR Total HR
    United States
  • Nerdwallet
    United States
  • NESC Credit Union
    United States
  • NestEgg U - Participant
    United States
  • Net Credit Union
    United States
  • Netevia
    United States
  • NetExchange Client
    United States
  • NetExchange Investor
    United States
  • Netspend
    United States
  • Netspend All-Access Account by MetaBank
    United States
  • Neuberger Berman - Mutual Fund Access
    United States
  • Neuberger Berman - Private Asset Management
    United States
  • Neuberger Berman - Pvt Asset Mgmt and Trst Svcs
    United States
  • Neue Bank
    Liechtenstein
  • Neue Privat Bank
    Switzerland
  • Nevada Bank and Trust Company - Business
    United States
  • Nevada Bank and Trust Company - Personal
    United States
  • Nevada State Bank - Business
    United States
  • Nevada State Bank - Personal
    United States
  • New Albin Savings Bank
    United States
  • New Alliance Federal Credit Union (Ambridge, PA)
    United States
  • New Bedford Credit Union
    United States
  • New Carlisle Federal Savings Bank - Business
    United States
  • New Carlisle Federal Savings Bank - Personal/Small Business
    United States
  • New Castle Bellco Federal Credit Union
    United States
  • New Castle County School Employees Credit Union
    United States
  • New Cumberland Federal Credit Union
    United States
  • New Dimensions FCU (Waterville, ME)
    United States
  • New England Pension
    United States
  • New England Pension Plan Systems
    United States
  • New Era Bank
    United States
  • New Foundation Savings 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.