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