PRODUCTS

Corix Customer Portal

From account application to customer and operations portal, Corix is an advanced online portal built for onboarding and servicing equities and futures clearing and brokerage firms.

Corix was developed based on our intimate knowledge working with clearing firms, brokers and investors at various levels and clients (institutional, professionals, retail) and across asset classes, to service their operations needs in a single platform.

Corix

All-in-One Customer Onboarding and Service Solution

Using a module (app) model, we leverage a single login and security model to manage roles and accessibility to information within a central framework. This provides clearing and brokerage firms with operations, and broker level restricted access, views, and enables clients direct access to their account information.

A powerful and easy-to-use service portal for operations and clients, Corix is a base comprised of various modules that provide robust operations functionality. Modules are customized to meet your specific needs and business rules.

Select Multiple Modules
  • Account application manager
  • Statement manager
  • Position/trades viewer
  • Operations modules
  • Platform demo manager
  • Quick1FR
  • Investor resources

Statements & Accounts Portal

We can set up an attractive, easy-to-use portal for accessing statement data as searchable data within a portal with access to PDF statements. Our portals work in conjunction with GMI data and iDash files (from ION) and other file formats.

Select Multiple Modules
  • Responsive design with a modern look
  • Easily configurable views
  • Multiple module integrations
  • Forced terms of use acceptance
  • Support for Open Account links for individual salespeople
  • Built-in security and more

Trades & Positions Viewer

Corix provides a simple overview of current positions. View current net status of positions including top of day and easily filter and display all trades by product, account, and more. Enjoy customized views including hide/show columns, preferences, user security and more.

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Quick Display

Quickly display all positions by date using intuitive range options.

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On-Demand Customization

The Corix interface is easily customizable with an extensive selection of Column Menu options. Offering user-friendly drag-and-drop functionality, once you save your settings the Corix system will remember your preferences on your next login.

Additionally, we can further extend the functionality of your Corix interface to meet your firm’s unique needs. Whether you need real-time data, quotes, account information, sales information, special portals, or applications to improve your operations and overall firm management—we create solutions to improve your business.

 
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Integrated Quote & Data Displays

Extend your Corix experience by integrating additional custom data and quotes displays. From data-on-demand, to advanced charting, and mobile displays—we have experience and a library of modules to meet your needs.

 

Corix Platform Demo Portal

Lead Generation for Brokerage and Clearing Firms

Corix’s customized demo request system can issue demo usernames and passwords connected to many major trading platforms, with fully customized responses. All requests are recorded in portal and passed on to the platform partner as required. The Corix Platform Demo Portal is a powerful lead management tool that is used across hundreds of brokers to generate thousands of leads per year.

From onboarding to trading--discover how Corix can help you manage your customers and customer experience.

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