Centralize disparate data into one location
From account aggregation, auto-categorization, alerts, ads and analytics to your core platform our API offers flexibly to choose which features to integrate with— all while maintaining your current, familiar interface.
Our solutions help you strategically scale as you grow—now and in the future.
Give customers a tech-savvy solution that allows them to digitally manage all their finances in one place. Our Digital Money Management solution combines advanced aggregation and AI-powered technology with an award-winning UI for a truly modern banking experience.
Gain deep insights into your customers' financial lives—from their buying patterns to their spending habits. When customers add their internal and external accounts into the MX platform, you get instant access to their data such as interest rates, engagement, account types, and much more.
Create segments, deploy adaptive offers, and start tracking campaigns instantly. Now you can deliver highly relevant marketing experiences to customers when they’re actively considering an offer—boosting engagement and conversion.
Go beyond simple transactions and account management by delivering a 5-star mobile app experience your customers will love. With Helios, you can run your app natively on the platform of your choice from one code base.
Create more compelling offers and increase conversion on your credit cards and other product lines.
Help empower your customers to make better financial decisions with financial literacy tools.
Leverage the widest and cleanest data to make well-informed decisions about your customers’ wealth.
|Get API key for Developer Environment||Up to 1000 users for only $100 per month||Flat per user per month pricing that's predictable and scalable to grow your business||Access to our full featured API with enterprise pricing, Integration, and support|
|Access to Develop Portal to Test||✓||✓||✓||✓|
|Data Enhancement: Industry leading Cleanse, Categorization||Test||✓||✓||✓|
|Transaction Classification Metadata: Merchants, logos, subscriptions, income, location, etc||Test||✓||✓||✓|
|Aggregation: 48K+ Connections: Offering up to 24 months of transaction history||Limited: 100 Users to top 14 FIs for 45 Days||✓||✓||✓|
|MX Connection Widget: Easily search and link banks||Test||✓||✓||✓|
|Investment Holding Data||Test||✓||✓||✓|
|Account Verification*: Account and Routing Numbers*||Test||✓||✓||✓|
|Identity Verification*: Bank account holder's name and other information||Test||✓||✓||✓|
|Investment Data Augmentation*: Richer investment data||✓||✓|
|MX Analytics and Segmentations*: Simplest way to understand your users||✓||✓|
|MX Digital Money Management*: Easily embed award wining PFM||✓|
|Client Support Level||Self-Help Forum||Access to Support Team||Personalized Support|
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