Skip to content

ProductIntegrations

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

6,577 to 6,624 of 10,268

  • Newton Federal Bank
    United States
  • Newtown Savings Bank
    United States
  • NexBank
    United States
  • Nexo
    United States
  • Next Mark Credit Union
    United States
  • Next Step Federal Credit Union
    United States
  • NexTier Bank - Cash Manager
    United States
  • NexTier Bank - Online Banking
    United States
  • NFL Extra Points Visa Credit Card
    United States
  • NH Trust Financial Advisors - Trust Portal
    United States
  • Niagaras Choice Credit Union
    United States
  • Nicolet National Bank - Business Online (Treasury Management)
    United States
  • Nicolet National Bank - Personal
    United States
  • Nicollet County Bank
    United States
  • NIH Federal Credit Union
    United States
  • Nikkei Credit Union
    United States
  • Nishna Valley Credit Union
    United States
  • Niverville Credit Union
    United States
  • Nizari Progressive Federal Credit Union
    United States
  • NOA Bank
    United States
  • Noah Bank
    United States
  • Noble Credit Union
    United States
  • NobleBank & Trust - Business
    United States
  • NobleBank & Trust - Personal
    United States
  • NODA Credit Union
    United States
  • Nodaway Valley Bank - Personal
    United States
  • Nodus
    Spain
  • None Suffer Lack Credit Union
    United States
  • Nordea
    Denmark, Norway, Sweden
  • Nordfyns Bank
    Denmark
  • Nordstrom Credit Card
    United States
  • Norfolk Community Federal Credit Union
    United States
  • Norfolk Fire Department Credit Union
    United States
  • Norisbank
    Germany
  • Normangee State Bank - Personal
    United States
  • Norstar Federal Credit Union
    United States
  • NorState Federal Credit Union
    United States
  • North Alabama Bank
    United States
  • North Alabama Educators Credit Union
    United States
  • North American Banking Company
    United States
  • North American Savings Bank, F.S.B.
    United States
  • North Bay Credit Union
    United States
  • North Brookfield Savings Bank
    United States
  • North Cambridge Co-operative Bank
    United States
  • North Carolina Community Credit Union
    United States
  • North Cascades Bank
    United States
  • North Central Area Credit Union
    United States
  • North Central 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.