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Forex CRM

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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
Multi-Tier IB/Affiliate
System
Auto KYC & AML
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
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
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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
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
features refine risk
management during
onboarding, all
configured by the
CRM administrator
through advanced
modules.
multiple accounts,
offering better
control over
financials and
compliance while
ensuring an excellent
digital experience.
Integrated
Trading for a
Seamless
Experience
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.
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.
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IB/Affiliate System
Multi-Tier
Multi-campaign
Multi-schemed
RebateCore makes the management of Partners (IBs and
Affiliates) simple and easy. RebateCore™ is a Syntellicore App
which will transform both your CRM & Portal into a fullfeatured, powerful Rebate Management System for your
Partners.
Find out more
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.
MFA & Biometric Authentication
Mobile Payments: Easy Deposits &
Withdrawals
Centralized Mobile Wallet for
Multi-Platform Trading
Find out more
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
KYC
Other
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AWARD
BEST
CRM
PROVIDER
2023
Finance Magnates London Summit
News
31 August 24
Leveraging AI in the financial
industry
29 July 24
17 June 24
26 April 24
12 January 24
Join Dynamic Works and Discover
Syntellicore at iFX Expo, 18-20 June,
Limassol
Dynamic Works Syntellicore
Engages and Innovates at Vision
Forex Forum
Join Us at the iFX Expo
Dynamic Works Secures Funding for
Ground-Breaking Financial
Technology on Syntellicore CRM
through the Research and
Innovation Foundation DISRUPT
Programme - Set to Revolutionize
Financial Services
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our partner
program?
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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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4042 Limassol, Cyprus
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