Enterprise Banking Infrastructure, Built for Independent Advisors
Helix by Q2 provides the modern banking infrastructure behind Fispoke's cash management solutions. Together, we deliver secure, scalable banking experiences that enable independent advisors to offer institutional-quality banking services without changing custodians or disrupting existing workflows.
About
Overview
Helix by Q2 is a leading embedded banking platform that enables financial institutions and fintech providers to launch digital banking experiences quickly and securely. As the technology infrastructure behind Fispoke's banking capabilities, Helix powers account management, payments, and core banking services through a secure, cloud-based platform.
By combining Helix's enterprise-grade banking infrastructure with Fispoke's advisor-first experience, independent RIAs gain access to modern banking capabilities traditionally reserved for large financial institutions—all within a single, unified platform.
The Integration
Key Features
Modern banking infrastructure that delivers secure, scalable financial services through one connected platform.
Account Management
Embedded Banking
Digital Payments
API-first Architecture
"Modern banking experiences require modern infrastructure. Helix provides the foundation that helps Fispoke deliver secure, scalable banking solutions to independent advisors."
Fispoke Product Team
Platform Integrations
Why We Partner
Enterprise Banking Without Enterprise Complexity
Helix powers the secure, cloud-native banking infrastructure behind Fispoke's deposit and cash management capabilities, letting advisory firms offer institutional-quality banking that scales without added operational complexity.
Secure Infrastructure
Helix provides the secure banking infrastructure that powers Fispoke's deposit and cash management capabilities, allowing advisors to offer institutional-quality banking services through a single platform.
Enterprise Reliability
Cloud-native architecture enables secure, reliable banking experiences that grow alongside advisory firms without requiring additional infrastructure or operational complexity.
Advisor Experience
Behind the scenes, Helix handles the banking technology while Fispoke delivers the advisor-first experience, creating one connected journey for advisors and their clients.
FAQ
Frequently Asked [[Questions]]
Can't find what you're looking for? Our team is here to walk you through the platform end to end.
Helix by Q2 is an embedded banking platform that provides the core infrastructure for digital banking services. It enables financial institutions and fintech companies to offer secure banking products through modern APIs and cloud-based technology.
Helix serves as the banking infrastructure powering Fispoke's cash management capabilities. While Helix manages the underlying banking technology, Fispoke delivers the advisor-facing experience, allowing independent RIAs to offer integrated banking services through one platform.
No. Advisors continue working within the Fispoke platform. Helix operates behind the scenes to securely power banking functionality, creating a seamless experience for advisors and their clients.
Yes. Helix is built to meet the security, reliability, and compliance standards required by financial institutions. Combined with Fispoke's enterprise-grade security practices, advisors can confidently deliver banking services through a trusted platform.
No. Fispoke is designed to complement your existing advisory practice. Advisors can add banking capabilities without changing custodians, disrupting investment workflows, or altering existing client relationships.
The Helix integration allows Fispoke to deliver enterprise-grade banking infrastructure without requiring advisors to build or manage complex banking technology themselves. Advisors gain access to modern banking capabilities while maintaining a seamless client experience and focusing on what they do best—serving their clients.
Get Started
Simplify wealth management [[and banking today.]]
Book a 30-minute walkthrough. We'll show you the full platform, pricing structure, and your onboarding timeline.