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CRM for Forex Brokers

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The Core of your
Financial Business
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Forex CRM
Syntellicore is a sophisticated CRM and Back Office platform
designed for Forex Brokerages and Financial Institutions,
enhancing operational efficiency and client engagement
with cutting-edge technology.
Integrated Business
Intelligence and
Reporting System
Lead / Customer /
Account Management
Integrated Business Intelligence and Reporting
System
Enhance decision-making with Syntellicore's native
Reporting System and Integrated Business Intelligence. This
powerful combination delivers actionable insights and
M
analytics, helping you optimize operations and strategize
effectively. Gain a comprehensive view of your business
performance, identify trends, and make data-driven
decisions to drive growth and success.
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Secure Data
24/7 Support
Easy onboarding
Trader’s Room
Dynamic Works offers a comprehensive solution by
combining Syntellicore CRM with a fully equipped mobile
friendly Forex Traders Room. This bundled package
enhances your brokerage operations with advanced client
onboarding, multi-brand management, robust compliance
features, and powerful automation tools.
Enhanced KYC Processes
Syntellicore elevates KYC with integrated questionnaires,
knowledge-based assessments, risk scoring, automation, and
a robust duplicate detection engine. These features refine risk
management during onboarding, all configured by the CRM
administrator through advanced modules.
Simplified Experience with Profile & Wallet
The Syntellicore Traders Room now features a Customer
Profile & Wallet, centralizing all trading accounts into one
platform. This tool integrates multiple accounts, offering
better control over financials and compliance while ensuring
an excellent digital experience.
Integrated Trading for a Seamless Experience
Syntellicore Trader's Room integrates with leading platforms
like MT4, MT5, cTrader, MatchTrader, VertexFX, and various
social trading, PAMM, and prop trading apps. It supports
embedded web trading platforms and offers a central multicurrency wallet for streamlined trading activities.
IB and Affiliate Registration & Secured Area
Syntellicore provides a comprehensive solution for IB and
Affiliate registration and management. Introducing Brokers
(IBs) and Affiliates can manage their activities from their
Partner Area. Clients can be elevated to IB or Affiliate status
directly from their profile, streamlining the process.
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IB/Affiliate System
Multi-Tier
Multi-campaign
Multi-schemed
The Syntellicore Rebate System makes the management of Partners
(IBs and Affiliates) simple and easy. SmartRebate ™ is a Syntellicore App
which will transform both your CRM & Portal into a full-featured,
powerful Rebate Management System for your Partners.
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Mobile App
Traders' Room Mobile App: Your Brand on the App
Store
The Syntellicore White Label mobile app extends the
Traders' Room, enabling clients to onboard, pass KYC,
deposit, trade, withdraw, and manage accounts from their
branded application.
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MFA & Biometric Authentication
Mobile Payments: Easy Deposits & Withdrawals
Centralized Mobile Wallet for Multi-Platform Trading
120+ Integrations
From trading platforms to payment, VOIP and KYC
providers, Syntellicore is integrated with the leading brands
in the industry, for a seamless, user-efficient and
comprehensive software experience.
Trading Platforms
PSPs
Telephony
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KYC
News
12 January 24
Join Us at the iFX Expo Dubai 2024
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Syntellicore is a leading Forex CRM
and Back Office system for Forex
Brokerages. Integrated with
MetaTrader 4 and 5, it features a
customer-centric Traders Room, a
multi-tier IB/Affiliate system, and a
branded mobile app. Ensure
compliance, efficiently manage
customer and IB data, and improve
client retention with a superior digital
experience.
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Office Locations
Nicosia Headquarters
213, Giannou Kranidioti
Avenue, 2234, Latsia, Nicosia Cyprus
Tel.: +357 22 427900
Fax: +357 22 426010
© Copyright 2024
Limassol Branch
86A, Spyrou Kyprianou Avenue
4042 Limassol, Cyprus
Tel.: +357 25 252225
Fax: +357 22 426010
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