Corix

Corix for RQD* · Equities

Your onboarding. Your portal.
A brokerage that stands apart.

Built directly on RQD*’s API, so accounts open fast and every client touchpoint carries your brand.

Book a demo

Integrated with

RQD*

Pre-integrated with RQD*’s clearing and custody platform.

Corix screens: guided step-by-step application, built-in suitability and declarations, and real-time application status

Powered by RQD*’s strengths

 

Built-in KYC/AML

KYC/AML checks run to RQD* standards, with no additional services needed.

 

Funding and withdrawals

Deposits and withdrawals for fast funding and money management.

 

Real-time data

Live balances, positions, and trades flow straight into Corix.

Where you will stand apart

01One seamless client journey

Clients move from application to funding to the portal without leaving your experience or landing on a third-party screen.

02Compliance built into the flow

Document collection, e-signature, and compliance review in one flow, with an ops dashboard to manage every application.

03Fast, streamlined account opening

A guided flow built on RQD* processes takes clients from application to approved and funded accounts in minutes.

04Go further with a custom build

Need more than the standard portal? We can add your own tools, research, and content for a portal that’s fully tailored to your clients.

Choose your starting point

Corix Onboard

Branded, automated onboarding through approval

  • Branded digital account application
  • Built-in KYC/AML through RQD*, with no extra verification layer
  • Automated onboarding and approval decisions via RQD*’s API
  • Compliance workflow, document collection, and e-signature
  • Ops dashboard to manage every application

Corix Portal

Onboarding and full-featured portal

  • Everything in Onboard, plus a white-label client portal
  • Real-time positions, trades, and balances
  • Full ACH and wire management via RQD*
  • Statements and document access
  • Broker portal with live status, submit-on-behalf, and role permissions
  • Performance reporting

Add-ons and custom solutions

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Trading platform setup

Automatic platform access after approval, with one-click sign-on from the portal.

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HubSpot CRM integration

New applications and status changes sync to HubSpot; add automation to create efficiencies.

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Custom solution

Build on Corix Portal with your own tools, research, content, and workflows.

Why Corix for RQD*

 

Pre-integrated with RQD*

Built on RQD*’s API, so there’s no integration project to scope.

 

Live in weeks, not months

Launch on a proven platform instead of a 12–24 month in-house build.

 

Proven in production

Processing thousands of accounts a year across clearing and brokerage firms.

A partner that knows your business

We’ve spent 20+ years building technology for clearing and brokerage firms, so we know what matters to you: compliance, protecting client data, the experience your traders expect. All built with the support of Gate 39.

Gate 39 Media

Built in partnership with

RQD*

Corix and RQD* work as one.

Corix connects directly to RQD*'s API, so KYC/AML, funding and withdrawals, and real-time account data flow straight into the experience you give your clients. No separate integration project, and no extra vendors to manage.

Book a demo

Envision your brokerage on Corix.

See Corix running on RQD*. Tell us a little about your firm and we’ll set up a walkthrough.