Getting Started with CoreX
Begin your CoreX journey - from registration to go-live
This guide walks you through the process of launching your CoreX-powered financial services platform.
CoreX Client Journey
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Tenant Registration
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Select Products
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Provide Branding
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Platform Configuration
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Review & Approve
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Go-Live
Self-Service Registration
Get started immediately with our self-service signup:
Timeline
| Phase | Duration | Activities |
|---|---|---|
| Registration | Instant | Self-service signup, account creation |
| Product Selection | 1 day | Choose products and subscription tier |
| Branding Setup | 1 week | Brand asset collection, theme configuration |
| Configuration | 1-2 weeks | Platform setup, product configuration |
| Review | 1 week | Staging review, feedback, refinements |
| Go-Live | 1-2 days | Production deployment, DNS setup |
Total: 2-4 weeks (depending on complexity)
What You’ll Need
Before starting, prepare:
- Brand Assets: Logo (SVG/PNG), color palette, fonts
- Legal Documents: Terms of service, privacy policy
- Domain: Custom domain for your platform
- Business Info: Company details for compliance