Geolocation
Lenders
Insurers
Property Managers
Investment Managers
Payments
Quick Start
API Reference
Downloads
Help Center
Blog
Contact Us
Terms & Agreements
Existing Assets Overview
Getting the right picture about client assets can be difficult. Client's forget assets at one institution or overstate those at another, so we've come up with the best way to verify client assets with the bank in real time.
Getting the right picture about client assets can be difficult. Client's forget assets at one institution or overstate those at another, so we've come up with the best way to verify client assets with the bank in real time.
Verify Stated Assets
Avoid back and forth with clients and get the facts when it comes to cash and other investments on hand.
Compare against liabilities
Retrieve the information about assets along with the list of loans and payroll for a complete picture of a client's financial standing.
Asset Age
Knowing the age of assets can be particularly important for Insurers, Lenders and Investment Managers.
Provider Comparison
| Flinks | Plaid | Helium | |
|---|---|---|---|
| Minimum Pricing | $500 CAD or more | $500 USD or more | Free to start |
| API Access | Days to weeks | Over 48h | Instant access |
| Integration Support | Extra Paid Service | No support | Free included support |
| Client Support | Never | Not Offered | Yes, clients can reach out to us directly |
| Cost | Expensive | Very Expensive | Less than the other guys |
| Supported Institutions | Just 10 | Only 20 | Over 99% of clients in Canada |
| API Access for all features are included in your account | |||
Asset data provides insight
We inspect the complete account, providing you with the details of each asset and type found
For Unregistered Accounts
Checking, Savings and GIC accounts
Margin or Cash Accounts
Balances included
For Registered Accounts
RRSP, TFSA and RESP accounts
View contribution roob
View past withdrawls
We inspect the complete account, providing you with the details of each asset and type found
For Unregistered Accounts
Checking, Savings and GIC accounts
Margin or Cash Accounts
Balances included
For Registered Accounts
RRSP, TFSA and RESP accounts
View contribution roob
View past withdrawls
Asssets Found
| Desc.Account | Balance | Type | Last Updated |
|---|---|---|---|
| Checking | $1.482.48 | Checking | Oct 9th at 2:11 p.m. |
| Savings | -$50.32 | Savings | Oct 14th at 3:22 p.m. |
| My Retirement | $8,938.23 | RRSP | Oct 24th at 4:00 p.m. |
| My House | $128,382.33 | Mortgage | Oct 28th at 9:38 a.m. |
Asset Details
Check Ratio 12.03, 366 Days available
Total Value $398,332.50
28 Day Gain / Loss + $3,950.33
Volaitlity Index 0.89 (Very Stable)
Check Ratio 12.03, 366 Days available
Total Value $398,332.50
28 Day Gain / Loss + $3,950.33
Volaitlity Index 0.89 (Very Stable)
Part of the complete suite
Transactions
Identity
Balances
Loans
Assets
Accounts
Video
Photo ID
SMS & MMS
Transactions
Identity
Balances
Loans
Assets
Accounts
Video
Photo ID
SMS & MMS
All our API's are available to you in the same account for the same price. Find them all from your dashboard.
Integrate and get started quickly
We get it. It's hard to integrate things.
Choose from 3 different methods for integrating, with drop in JS or Simple Integration to complete backend for those looking for a more customized solution. All options are included with your API access so you can change your mind after.
We get it. It's hard to integrate things.
Choose from 3 different methods for integrating, with drop in JS or Simple Integration to complete backend for those looking for a more customized solution. All options are included with your API access so you can change your mind after.
TRY FREE
Simple Quickstart
Zero configuration drop in iFrame, Emails or Portal to get your started
Zero configuration drop in iFrame, Emails or Portal to get your started
Quick to implement
Email links to clients
Everything is integrated
No libraries or server load
TRY FREE
Quickstart JS API
Include a code snippet to get up and running in minutes
Include a code snippet to get up and running in minutes
Drop in code snippet
Specify where to show
Asyncrounous server calls
Flexible design CSS
TRY FREE
JSON or XML API
Access using HTTPS directly by your backend or in-house software
Access using HTTPS directly by your backend or in-house software
Design your own UI
Use with in-house backend services
Programming samples included
Access raw data
Signup for the starter package and get $1,000 in free calls.
Limited time offer for new clients only. Value based on 1k x $1.00 calls, to the Bank Authorization API.
Limited time offer for new clients only. Value based on 1k x $1.00 calls, to the Bank Authorization API.
Instant AccessGet your API Access Key and get complete online documentation to have your application up and running in minutes.
Easy IntegrationDrop in frameworks make it quick and easy to get started. Choose from JS, iFrame or Direct API integrations.
No Pre-paymentSome providers require you to pre-pay up front hundreds or thousands of dollars. With us you only pay for what you use at the end of the month.
Gain access to the suite of verification API's in minutes
How to get started
It's easy to start integrating with Existing Assets today. You can request a new API Access Key and get your product or service using our API's in minutes.API access includes
Registered & Unregisted Accounts Last Balance Last Updated Account Types Gain and Loss VolatilityView the complete Existing Assets reference in the API Documentation
API Docs Quickstart
Get in touch with an integration specialist
We're here with you 7 days a week from 9am to 11pm EST
Give us a call at 1-855 6-Helium (643-5486) or email us at support@heliumverify.com
Estimate integration time Help you choose the right products Information on pricing
