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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

6,673 to 6,720 of 10,268

  • Northeast Security Bank
    United States
  • Northeastern Engineers FCU (Richmond Hill, NY) - Personal
    United States
  • Northern Bank
    United States
  • Northern Birch Credit Union - Mastercard
    United States
  • Northern Birch Credit Union - Online Banking
    Canada
  • Northern California National Bank
    United States
  • Northern Colorado Credit Union
    United States
  • Northern Communities Credit Union
    United States
  • Northern Credit Union
    United States
  • Northern Credit Union - Credit Card
    United States
  • Northern Credit Union - Personal
    Canada
  • Northern Hills FCU
    United States
  • Northern Illinois FCU
    United States
  • Northern Interstate Bank
    United States
  • Northern Kentucky Educators Federal Credit Union
    United States
  • Northern Lights Community Federal Credit Union
    United States
  • Northern Lights Federal Credit Union
    United States
  • Northern Redwood Federal Credit Union
    United States
  • Northern Savings Credit Union - Online Banking
    Canada
  • Northern Skies Federal Credit Union
    United States
  • Northern Star Credit Union
    United States
  • Northern State Bank
    United States
  • Northern State Bank of Thief River Falls
    United States
  • Northern States Power Credit Union
    United States
  • Northern Tier Credit Union
    United States
  • Northern Trust
    United States
  • Northfield Bank
    United States
  • Northfield Savings Bank
    United States
  • Northland Area Federal Credit Union
    United States
  • Northpointe - Home Loan
    United States
  • Northpointe Bank
    United States
  • Northrim Bank
    United States
  • Northrim Bank - Personal
    United States
  • Northrop Grumman Federal Credit Union
    United States
  • NorthStar Bank (IA) - Personal
    United States
  • NorthStar Bank (MI)
    United States
  • Northview Bank (MN)
    United States
  • Northway Bank - Credit Cards
    United States
  • Northwest Adventist Federal Credit Union
    United States
  • Northwest Arkansas Federal Credit Union
    United States
  • Northwest Bank - Business
    United States
  • Northwest Bank - Online Banking
    United States
  • Northwest Bank - Personal
    United States
  • Northwest Bank (OR) - Personal
    United States
  • Northwest Bank & Trust Company
    United States
  • Northwest Bank Rockford (a division of Foresight Bank)
    United States
  • Northwest Christian Credit Union
    United States
  • Northwest Community Bank (CT)
    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.