Personal Financial Management (PFM)
If you are using the Web Components or Mobile WebViews, the following no-code applications are REQUIRED:
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Accounts or Aggregation Connect: these applications will be needed for your users to add their held-away accounts through our open banking connections. All synced accounts will automatically pull in all necessary data into Hydrogen's platform. Manual accounts not added using the open banking connections will need to be updated by the user.
You are not allowed to build your own UI for the required applications listed above. This is because they rely on open banking connections with very specific compliance restrictions. Hydrogen has already orchestrated everything you need to go live in just a few minutes. You can change many aspects of the components, including the CSS, to match your site's branding.
If you are using the Web Components or Mobile WebViews, the following no-code applications are OPTIONAL:
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Budget, Net Worth, Cash Flow, Holdings, Transactions
It is highly recommended that you use our no-code applications for the optional components listed above, however, there is no legal limitation to building your own UI. Please make sure you submit any custom UI to our compliance team for review before you go live.
If you choose to deploy our PFM White Label app, you must use the UI as provided in the app. You can't build your own UI on the white label. There are dozens of configurations available to you.
Consumer Financial Decision
If you are using the Web Components or Mobile WebViews, the following no-code applications are REQUIRED:
-
Accounts or Aggregation Connect: these applications will be needed for your users to add their held-away accounts through our open banking connections. All synced accounts will automatically pull in all necessary data into Hydrogen's platform. Manual accounts not added using the open banking connections will need to be updated by the user.
You are not allowed to build your own UI for the required applications listed above. This is because they rely on open banking connections with very specific compliance restrictions. Hydrogen has already orchestrated everything you need to go live in just a few minutes. You can change many aspects of the components, including the CSS, to match your site's branding.
If you are using the Web Components or Mobile WebViews, the following no-code applications are OPTIONAL:
-
Budget, Net Worth, Cash Flow, Holdings, Transactions
Consumer facing UI for ongoing monitoring is not usually needed for this solution (because most ongoing monitoring and analytics will be done within your internal dashboards and admins), however should you need to, IT IS HIGHLY RECOMMENDED that you use our configurable no-code components.