Dynamic Works Syntellicore and Brokeree Solutions Join Forces to Launch Integrated CRM and Prop Trading Solution

Dynamic Works Syntellicore, the award-winning CRM for financial businesses, has announced a game-changing partnership with Brokeree Solutions. The integration with Brokeree’s Prop Pulse, the leading account management system for prop trading firms, gives brokers a complete prop trading solution that simplifies onboarding, trading plan management, and client engagement. This means traders have a seamless trading experience, and brokers get efficient operational tools.

This integration comes at a time when prop trading is trending among traders and brokers. By providing a streamlined infrastructure that combines CRM with Prop Pulse, the new feature allows brokers to meet the rising demand for prop trading services without added complexity. Brokers can now give their clients a frictionless journey from account sign-up and plan selection to payment and trading account creation, all in one place.

Why this integration matters

The Prop Pulse integration with Dynamic Works Syntellicore is changing how brokers manage prop trading. Now, clients can have everything they need in one place. Traders can browse prop trading plans in the client area, select a plan, and start the setup process with just a few clicks.

Once a plan is chosen, the system will process the payment and deduct the trading fees. What makes this so efficient is that trading accounts are created instantly upon deposit and linked to the chosen prop trading challenge.

Better User Experience: SSO and Single Account Access

A vital feature of this integration is Single Sign-On (SSO), which lets users access their prop trading accounts directly from the Syntellicore platform. No more switching between multiple systems; traders get a seamless experience, and speed and convenience are key.

With SSO, traders stay fully in flow and focused on performance and opportunities.

This holistic approach connects all the infrastructure components, including prop trading plans and account access – so brokers can offer an integrated and intuitive service to attract and retain clients.

Key Features of the Integrated System

Simplified Plan Chooser

Choosing between trading plans can be daunting for traders. This integration solves the problem by allowing users to browse a range of prop trading plans for different experience levels and financial goals right from the client area. It has a clean and simple interface that allows users to compare the features and benefits of each plan before making the payment.

One Click Payments

Once the user chooses a prop trading plan, the system handles the payment process — deposits, fees, and confirmations. This seamless process reduces the back-and-forth that happens with traditional payment workflows and takes a load off brokers and financial teams. One-click payments mean quick onboarding and getting started without delay.

Instant Account Setup

One of the biggest pain points for traders is the wait time between payment and account activation; with this integration, that’s a thing of the past. Once the payment is confirmed, the system creates the trading account and links it to the trader’s chosen challenge — whether it’s a specific trading goal or a prop trading challenge — no more waiting for approvals or manual activation. Instant onboarding means you can start trading as soon as you commit to a plan.

SSO

Juggling multiple platforms and remembering numerous login details is a pain for traders and disrupts their flow. SSO changes the game by allowing traders to access their prop trading accounts directly from the Syntellicore CRM platform. It simplifies the experience, keeps traders focused and engaged, and eliminates distractions.

The partnership between Dynamic Works Syntellicore and Brokeree Solutions sets a new standard for operational excellence in financial services. By combining CRM and prop trading management in one platform, this integration changes how brokers deliver value to their clients. With instant account creation, SSO access, and streamlined processes, brokers can now offer an experience that attracts traders and keeps them for the long term.

Syntellicore is more than a CRM; it’s a full back-office solution designed for Forex brokerages and financial institutions. With superior customer and partner experience features, Syntellicore gives brokers a Traders’ Room where clients can manage accounts, view reports, and discover new opportunities. Plus, a white-labeled mobile app so clients can manage their accounts. This CRM and client management powerhouse keeps brokers a step ahead in a competitive market.

By connecting to Prop Pulse, Syntellicore cements its position as the go-to platform for financial institutions looking for growth and innovation. The new module simplifies complex processes while keeping the interface user-friendly so brokers can focus on what matters most – trader engagement and revenue.

Founded in 2013 in Tallinn, Estonia, Brokeree Solutions is a prominent technology provider for brokers, best known for its acclaimed Social Trading and PAMM investment systems. Over the past decade, Brokeree Solutions has developed a wide array of innovative products and services that enable brokers and financial institutions to optimize their trading operations and provide exceptional client experiences. The newest member of Brokeree’s portfolio of turnkey technologies is Prop Pulse, an account management solution tailored for prop trading and trader funding firms, which facilitates brokerages in venturing into proprietary trading.