Brokeree and Dynamic Works partner on integrated CRM for Prop Trading firms
Cyprus based fintech CRM platform provider Dynamic Works Syntellicore has announced the launch of a new integrated feature for Brokeree Prop Pulse – an account management system for prop trading firms. This latest enhancement enables clients to easily select from a range of prop trading plans, simplifying everything from account signup to plan selection, payments and account creation.
With this new module, end clients can easily browse and choose from a range of prop trading plans directly within the client area. After selecting a plan and making the necessary deposit, Syntellicore automatically processes the payment, deducting the prop trading fee and instantly setting up the appropriate trading account for the client. The account is immediately and seamlessly linked to the selected prop trading challenge, enabling clients to start trading without delay.
A standout addition is the Single Sign-On (SSO) feature, which allows clients to access their prop trading accounts directly from the Syntellicore platform. This eliminates the need to navigate between platforms, ensuring a smooth and uninterrupted user experience.
Key Features:
- Streamlined Plan Selection: Clients can browse and choose prop trading plans directly within the client area.
- Seamless Payment Process: Automatic deposit handling and fee deduction simplify the payment process.
- Instant Account Creation: Trading accounts are created and linked to the chosen prop trading challenge immediately after payment.
- SSO Integration: Clients can directly access their prop trading accounts, without leaving the platform.
Angelos Gregoriou, co-Founder and CEO of Dynamic Works stated,
“This collaboration with Brokeree seamlessly integrates client prop trading onboarding, brokerage client onboarding, and the client portal into a unified workflow within a single financial system. It also centralizes client management in one Back Office/CRM, streamlining operations and enhancing client servicing. This comprehensive approach empowers brokers with a robust solution for operational efficiency.”
Tatiana Pilipenko, Regional Head of Business Development (Asia, UK and Americas) at Brokeree Solutions said,
“With the growing interest in prop trading services, we are seeing a significant trend among brokers to launch these offerings as a way to attract and engage traders. To truly benefit from this opportunity, it is crucial for brokers to ensure seamless integration of all infrastructure components. This not only enhances operational efficiency but also provides a cohesive user experience.”
Dynamic Works Syntellicore
Dynamic Works Syntellicore is a powerful CRM and Back Office solution tailored for Forex Brokerages and Financial Organizations focused on superior Customer and Partner Experience. Integrated with an intuitive Traders’ Room and complemented by a customizable, white-labeled mobile application, Syntellicore aligns seamlessly with any brokerage’s business model. It optimizes complex processes while providing a user-friendly interface, ensuring that every interaction is streamlined and effective.
About Brokeree Solutions
Brokeree Solutions is an international provider of technological solutions for multi-asset brokers worldwide. With 10 years of industry expertise, the company specializes in turnkey solutions development, trading platform servicing, and consultation for retail brokers using MetaTrader 4 and 5. Brokeree Solutions’ extensive product portfolio includes flagship systems like Social Trading, PAMM, Prop Pulse, and Liquidity Bridge, offering comprehensive technologies that address almost any broker’s needs.