Dynamic Works Syntellicore, the award-winning CRM platform for financial businesses, launch a new integrated feature for Brokeree Prop Pulse – an account management system for prop trading firms. This latest enhancement enables brokers’ 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, the 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.
As Angelos Gregoriou, co-Founder and CEO of Dynamic Works has 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.”
“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,” stated Tatiana Pilipenko, Regional Head of Business Development (Asia, UK and Americas) at Brokeree Solutions.
