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

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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.

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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.

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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.

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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

Fast, fully digital account opening

KYC/AML, bank validation, ID verification, and support for Individual, Joint, Corporate, LLC, Partnership, and IRA account types. In production 15+ years.

Corix Connect

A branded, unified client portal

Treasury, statements, positions, and trading access — white-labeled to your brand, with a built-in broker portal for IB-driven workflows.

Corix Events

Purpose-built for event contracts & prediction markets

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

Built By gate 39

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

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