Developers

Built for Developers

Comprehensive APIs, SDKs, and documentation to integrate Helix into your workflows or build custom solutions on top of our platform.

REST API

One API, Complete Access

Access everything through our unified REST API—clients, portfolios, transactions, documents, and custodian connections. Built with consistency and developer experience in mind.

RESTful endpoints with predictable resource-oriented URLs

JSON request and response bodies

Comprehensive error codes and messages

Rate limiting with clear headers

Idempotency keys for safe retries

Get API Access Read the Docs

Create a new client

curl -X POST https://api.helixft.com/v1/clients \
  -H "Authorization: Bearer sk_live_..." \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "James",
    "last_name": "Henderson",
    "email": "james@example.com",
    "risk_profile": "balanced",
    "custodian": "seccl",
    "adviser_id": "adv_2j3k4l5m6n"
  }'

Developer Tools

Everything you need to build, test, and deploy integrations

Documentation

Comprehensive guides, API reference, and tutorials to get you up and running quickly.

SDKs

Official client libraries for JavaScript, Python, and .NET with TypeScript definitions.

Webhooks

Real-time event notifications for transactions, client updates, and portfolio changes.

Authentication

OAuth 2.0 and API key authentication with granular permission scopes.

Sandbox Environment

Full-featured test environment with sample data to develop and test integrations.

Versioning

Stable API versions with clear deprecation policies and migration guides.

Webhook: transaction.completed

{
  "id": "evt_1a2b3c4d5e",
  "type": "transaction.completed",
  "created": "2024-01-15T14:32:00Z",
  "data": {
    "transaction_id": "txn_9x8y7z6w5v",
    "client_id": "cli_8x9k2m4n5p",
    "type": "buy",
    "isin": "GB00B3X7QG63",
    "units": 150.00,
    "value": 16875.00,
    "currency": "GBP",
    "status": "completed",
    "custodian": "seccl"
  }
}

Real-time Events

Webhooks for Everything

Subscribe to events across your entire platform. Get notified instantly when transactions complete, clients are onboarded, portfolios rebalance, or documents are generated.

client.created

transaction.completed

portfolio.rebalanced

document.generated

custodian.synced

Official SDKs

Get started quickly with our official client libraries

JavaScript / TypeScript

npm install @helixft/sdk

Python

pip install helixft

.NET

dotnet add package HelixFT

Enterprise-Grade Security

All API requests are encrypted with TLS 1.3. We support OAuth 2.0, API keys with granular scopes, and IP whitelisting. SOC 2 Type II certified with 99.99% uptime SLA.

Learn About Security