What is Helix?

Helix is a cloud-based real-time bank core that enables you to embed white labeled financial products into your existing applications and product offerings.

Primary responsibilities of Helix:

• Be the System of Record for all information necessary to onboard and maintain customers, accounts, balances and related transactions
• Provide all bank documents and disclosures required for regulatory purposes
• Generate all statements (i.e., monthly, 1099-INT) required for regulatory purposes
• Accrue and pay interest, if applicable
• Provide a user interface for client and bank users to perform administrative functions against said data
• Create all reports necessary for servicing said data
• Export data in a timely fashion to allow the bank of record to do its own data processing, if needed
• Minimize the risk of fraud, hacking and other nefarious practices

Primary responsibilities of code that uses Helix include:

• Create an end-user UI that adheres to your banking partner's restrictions, if any
• Maintain user login credentials for the UI
• Communicate with end-users. Helix simply emits events which your code can use as a basis for notifications
• Access Helix from middleware only. End user devices are not supported due to IP address whitelisting for security

How do I integrate with Helix?

• REST API: Fetch, create, update and delete data in real time
• SFTP files: Mass data exports or imports
• Events Bus: Get real-time messages when events occur within Helix
• Web Application: Administrative-level functionality

Where should I start?

• Take a look at the various Helix API objects
• Head over to the Interactive API Endpoint Reference