The Client Lifestyle Program
The Client Lifecycle Platform for Clearing Firms and Brokerages
Digital onboarding, a unified client portal, and operations across equities, futures, and event contracts on one shared account
BUILT FOR THE FIRMS THAT POWER THE MARKET
Two sides of the same relationship
Corix supports the clearing firms that provide the infrastructure, and the brokerages and IBs that bring clients to it. Choose your path.
CLEARING FIRMS
For Clearing Firms
The platform layer that unifies client onboarding, servicing, and operations across every asset class you clear.
BROKERAGES & IBS
For Brokerages & IBs
A modern, branded client experience aligned with your clearing firm-onboarding, portal, and trading access in one place.
WHY IT MATTERS
Onboarding and client servicing are no longer operations problems — they're growth strategy
Speed, automation, and workflow are direct drivers of revenue and client retention. The firms winning in this market treat onboarding and servicing as competitive infrastructure, not back-office cost centers.
Speed to funded account is speed to revenue
Every hour between application and first trade is lost commission, lost momentum, and a client who has not fully committed.
Manual processes are a compliance liability
KYC/AML expectations, audit-trail standards, and data-security requirements have tightened. Paper and email workflows carry growing regulatory exposure.
The experience gap is becoming a competitive gap
Clients and brokers expect the same digital experience they get everywhere else. Slow, paper-heavy processes signal operational immaturity.
The Platform
One platform. One account.
Corix Onboard and Corix Connect together span the full client lifecycle — account opening through ongoing servicing — on one shared account, across equities and futures. Corix Events is a separate but related product for event contracts and prediction markets, offered by futures clearing firms and brokers on that same foundation.
The Platform
One platform. One account.
Corix Onboard and Corix Connect together span the full client lifecycle — account opening through ongoing servicing — on one shared account, across equities and futures. Corix Events is a separate but related product for event contracts and prediction markets, offered by futures clearing firms and brokers on that same foundation.
Corix Onboard
KYC/AML, bank validation, ID verification, and support for Individual, Joint, Corporate, LLC, Partnership, and IRA account types. In production 15+ years.
Corix Connect
Treasury, statements, positions, and trading access — white-labeled to your brand, with a built-in broker portal for IB-driven workflows.
Corix Events
Accelerated onboarding, instant cash management, and native event-contract trading — turnkey and ready to launch, or fully customized.
ALIGNED BY DESIGN
Two audiences, one aligned platform
Corix is designed so the brokerage experience is always aligned with what the clearing firm provides and approves.
For Clearing Firms
Set the foundation
Choose from four engagement models — from a full client lifecycle foundation to a joint go-to-market motion with your broker network — designed to fit where you are today and where you're going.
For Brokerages & IBs
Deliver the experience
A white-labeled, branded client lifecycle experience that runs on your clearing firm's infrastructure — IB-driven workflows, performance reporting, and a unified portal for your clients.
WHY CORIX
Why firms choose Corix
Proven in production
15+ years live across multiple clearing and brokerage firms, processing thousands of accounts annually.
Purpose-built for regulated operations
Not a generic SaaS portal retrofitted for finance. Every workflow, control, and audit point is built for the regulatory environment you operate in.
Compliance and audit built in from day one
Role-based access, audit trails with user-IP-timestamp logging, encrypted data and documents, and annually reviewed security policy standards.
Built by fintech specialists
Gate 39 Media has spent 20+ years building technology for financial services and agriculture.
Designed for every asset class you clear
Equities, futures, and event contracts (prediction markets) — supported on one platform with one shared account architecture.
PLATFORM FOUNDATION
Built on a modern, enterprise stack
Corix runs on Microsoft .Net and ASP.NET Core, hosted on Microsoft Azure, with a Material Design UI and an API-First foundation for intergrations and future extensibility. Deploy in the cloud, hybrid, or on-premises - your choice
FOR CLEARING FIRMS
Four ways clearing firms engage with Corix
Whether you're building from the ground up or layering Corix on top of established systems, there's a path that fits your starting point.
Lifecycle Foundation
For firms building from the ground up — Corix delivers the platform and the supporting API layer.
Experience Layer
For firms with established systems — Corix sits on top to unify the client experience across asset classes.
Joint Go-to-Market
Extend Corix to the brokers and IBs in your network through a two-tier enterprise and SaaS model.
Corix Events
Become the clearing backbone for retail event contracts and prediction markets with a turnkey, white-label experience.
SECURITY & COMPLIANCE
Built for regulated environments
Corix is built and operated to the standards regulated financial firms are held to.
Role-based access control across clients, brokers, ops, compliance, and management
Encrypted data and documents — database-level encryption, encrypted PDFs and URLs
No PII transmitted via email — all sensitive data stays inside the platform
Two-factor authentication for all user roles
Complete audit trail — every key action logged with user identity, IP, and timestamp
Security policy modeled on financial industry standards, reviewed annually, available for regulatory filing
Technology for the firms that power the markets
Gate 39 Media is a fintech development firm serving the financial services and agriculture sectors — building technology for clearing firms, brokerages, exchanges, asset managers, and ag advisors for more than 20 years.
20+ Years in Business | 124+ active clients | $245B AUM across top 20 clients | 98% client retention
6 clearing & brokerage firms in production | 15+ years in live production
| Thousands of accounts processed annually | 20+ years of Gate 39 financial-industry experience
Frequently asked questions
Corix is the client lifecycle platform for clearing firms and brokerages. It delivers digital onboarding, a unified client portal, and operations across equities, futures, and event contracts — all on one shared account.
Two audiences: clearing firms that provide infrastructure to a network of brokerages and IBs, and the brokerages and IBs who deliver the client-facing experience. The brokerage experience is always aligned with what the clearing firm provides and approves.
Corix supports equities, futures, and event contracts (prediction markets) on one shared account. Clients don't manage separate logins or relationships per asset class.
Yes. Corix sits on top of established systems where one is in place or delivers the full platform foundation — including the supporting API layer — where one isn't. Engagement models are tailored to your starting point.
Corix Onboard (digital account opening) and Corix Connect (unified client portal with treasury, statements, positions, and trading) span the client lifecycle. Corix Events is a separate but related product for event contracts and prediction markets, offered by futures clearing firms and brokers on the same shared account.
Cloud, hybrid, or on-premise. Options include Gate 39 managed hosting, deployment within your own Azure subscription, application-layer support with your team managing infrastructure, or fully managed services.
Yes. Corix includes native IB workflows — unique application links per broker or firm, IB-driven application submission, a broker portal with real-time application status, and broker performance reporting.
From onboarding to trading--see how Corix helps you manage the full customer experience