Syntellicore | Best Forex CRM Provider | Forex Brokerage CRM

Awarded Best Forex CRM in 2026

Run your brokerage from one intelligent operating system.

Operations, compliance, payments, partners and intelligence run on a single platform, so your teams work the business instead of the tooling.

Starting from €975
Connected sales workflows Faster onboarding flow Deeper operational visibility AI-powered operational workflows

177 native integrations, connected not bolted on

Skrill Authy AudioSense AI Voice Analysis Easy-avs MT5 Tools for Brokers PAMM Brokeree Prop - PAMM - Social MT4 Shufti Pro Square-talk Autochartist Neteller PayPal Talkative Bindb VerifyMe Shift Crypto Exchange Software MatchTrader Idnow Voiso Crazyegg PaySafe Cellulant ICC Sumsub DXtrade (DevExperts) Asterisk Ctrader Binance GBG-IDscan Google-analytics Xe Gbg-id3global DID Logic M-Lipa VertexFX DriveWealth Ecommpay Trulioo VitalPBX ECB Zendesk Metis Comply Advantage Nuvei Ipass Omega Praxis Cashier Docusign Proovid ZotaPay JCC Kycaid Chrisons 3CX InfoBip Referral Rock Freshchat WhatsApp China UnionPay Help2Pay Clickatell Live Chat Convrs TradingView PayFast Ozow (i-pay) - i-PAY Solitics Pardot iPayAfrica - eLipa(ipay kenya) auth0 Elliptic Tableau PayTrust PayU PayWay Astropay B2Binpay Bitwallet Flutterwave Virtualpay Awepay BitPay Eway FasaPay Ikajo MenaPay Meps PayMaxis LetKnow Pay EchelonPay GateToPay BarclayCard Mpesa PayRetailers PeachPayments Rpn Pay PayRedeem DELTAPAY OneGlobal Barclay Cybersource BridgerPay TAP GBPrimePay WireCapital Sticpay Transact365 VaultsPay PAXFUL Dotcom payment Intraclear Ipaybelarus Checkout com Mybux Hyper Pay Ubank Paywithclick Linkpay OrangeWebPay OneCollect Pix Alogateway Twispay New Age Crypto Funding (NACE) Brightcart Pittboss Advcash Pagsmile Apcopay Payabl Finrax Trust Payments Match2Pay Ptop.me Alphapo Orbital Paymid APS Payment Asia Uniwire (ex Crypto Chill) Paygate Vevopay NowPayments ChipPay PaymentsOS MyBanq Keyex Fivewest Zapper Peska PayIT123 Flash Heropayments MyFatoorah eLipa for Nigeria Naewe BVNK LMAX Kiosk (Custody) AO Pay Unlimit Twelve group Moment Jetapay Korapay Exlink TCPay Xpay DeusXPay Bitolo (PIX) PayOK Unipayment Decta Paytiko Rapyd Paystack Xoala Overchain MBME Pay
The infrastructure problem

The problem was never the software. It was the
infrastructure.

What most brokerages have

What most brokerages have

Forex CRM, payments, KYC, reporting, email, IB, automation, compliance and BI were each solved separately. The integrations between them became the real product, and nobody owns them.

Complex

Every workflow crosses three systems and two vendors.

Disconnected

Data is duplicated, so no number is trusted.

Expensive

Licences, middleware and engineering time compound.

Siloed

Teams operate on different versions of the truth.
The modern brokerage stack

The modern brokerage stack

Payments, client area, reporting, AI, compliance, KYC, IB management, automation, trading platforms and BI run as one connected layer with shared data, permissions and audit.

Connected

Every function reads and writes the same record.

Clear

One number, visible to the desk and the board.

Efficient

No middleware tax, no reconciliation projects.

Scalable

New brands and jurisdictions ship as configuration.
Running on Syntellicore

Every operational function, one platform.

Capabilities that would normally be separate vendors. Explore any of them to see how the operating system handles it.

Operations & Back office

Deposits, payouts, desks, brands and jurisdictions on one operational record.

See how it works

Client Area

A single white-labelled portal for onboarding, funding and platform access.

See how it works

Partner & IB management

REBATECORE

Multi-tier structures with real-time commission calculation and payouts.

See how it works

Mobile App with online-KYC

Onboard clients instantly with Syntellicore’s white-label mobile app. Perform KYC with OCR and NFC ID verification, enabling secure deposits, trading, and withdrawals in one branded solution.

See how it works

Voice Analytics

AUDIOSENSE

AudioSense uses AI to analyze customer calls, detect sentiment, evaluate performance, and flag compliance risks, helping businesses enhance service and productivity.

See how it works

Embedded Intelligence

Scoring, prioritisation and anomaly detection inside the workflow.

See how it works

Payments & Wallets

Multi-currency wallets with smart routing across 30+ gateways.

See how it works

Compliance

Jurisdiction rules, permissions and a complete audit trail by default.

See how it works

Automation

Operational signals trigger operational actions without headcount.

See how it works

Behavioural Anomaly Detection

Client activity and operational patterns monitored continuously, with anomalies flagged directly in workflow.

See how it works

Business Intelligence

Board-level reporting built from live operational data, not exports.

See how it works
One continuous operation

The client lifecycle,
run as a single system.

Not six products handing work to each other. One operating layer where the same record moves from first click to long-term revenue.

Capture

No lead arrives unowned.

Every source lands in the same operational record, routed, de-duplicated and assigned before a human touches it.

1,284 Inbound today
0 Unassigned
0.4s Avg. routing
No lead arrives unowned.
Qualify

Your desk calls the right name first.

Engagement and available customer information help teams prioritise leads continuously, so sales teams can focus their attention where it is most relevant.

48,902 Scored profiles
Realtime Model refresh
+27% FTD lift
Your desk calls the right name first.
Onboard

Compliance stops being a bottleneck.

KYC, KYB and document workflows execute in the same platform as the account, with jurisdiction rules applied automatically.

82% Auto-clear rate
2m 08s Median time
0 Audit gaps
Compliance stops being a bottleneck.
Manage

Money moves without reconciliation work.

Wallets, PSP orchestration and internal transfers settle against one ledger, reconciled as they happen.

$382K Settled today
100% Reconciled
2 Failed routes
Money moves without reconciliation work.
Engage

Risk and churn get answered the same day.

Behavioural triggers launch outreach, escalation or intervention automatically across email, SMS and the client portal.

46 Journeys live
18.4K Actions / day
+14% Churn saved
Risk and churn get answered the same day.
Scale

New markets ship on the same layer.

Partner programs, brands and jurisdictions launch as configuration, not as another integration project.

1,048 Partners
100% Payout accuracy
4 wks Launch time
New markets ship on the same layer.
Operations layer

The FX back office stops being
where work goes to wait.

Deposits, payouts, desks, brands and jurisdictions run against one operational record, so the number your board sees is the number your team is working from.

Advanced reporting & BI

Build operational reports across customer management, onboarding, payments, partners, compliance and business performance, with information brought together in one reporting environment.

AI insights, not just dashboards

Identify operational patterns and anomalies across customer and business data, surfaced directly within existing workflows.

Custom reports & exports

Compose any view, save it, schedule it, or push it straight to your data warehouse. Audit-ready by default.

Role-based access & audit trail

Granular permissions per desk, brand and jurisdiction with a full audit log of every action.

See how it works
The FX back office stops being where work goes to wait.
Embedded intelligence

AI isn't a module here. It's
how the system thinks.

Intelligence runs inside the operating layer, continuously connecting behavioural data, operational signals and client activity, so decisions get sharper without anyone learning another tool.

AI isn't a module here. It's how the system thinks.
+37%

average FTD conversion lift for teams using AI scoring

  • Real-time scoring updated on every trader event
  • Automated routing to the right desk & language
  • Churn-risk signals with recommended next actions
  • Fully explainable, every score breaks down into drivers
Client experience

Your clients experience one
company, not five vendors.

Account opening, funding, platform access and partner tools live behind a single white-labelled portal, the same operating layer your teams work in.

Multi-currency wallets

Manage supported currencies and internal account transfers through one connected client experience.

PSP orchestration

Connect payment workflows across 30+ supported payment providers.

Guided KYC & KYB

Adaptive document flows built for corporate and retail clients.

IB toolkit

Sub-IB trees, real-time commission dashboards and marketing materials.

Your clients experience one company, not five vendors.
Orchestration

The business keeps running
when nobody is watching.

Operational signals trigger operational actions: routing, escalation, retention, reconciliation. Headcount stops being the thing that limits growth.

The business keeps running when nobody is watching.

Visual flow builder

Drag-and-drop triggers, conditions and actions across the Forex CRM, comms and trading platforms.

Syntellicore Support AI Assistant

Ask questions, troubleshoot workflows, and get role-aware guidance.

Multi-channel outreach

Native email, SMS, WhatsApp, Telegram, with per-segment localisation.

Distribution

Partner growth without
a finance fire drill.

Multi-tier partner structures, real-time commission calculation and payouts run natively in the platform, accurate by construction rather than by reconciliation.

Partner growth without a finance fire drill.

Commission calculations

Volume, lot, spread or hybrid, configured per partner.

Multi-tier IB structures

Unlimited sub-IB depth with revenue splits.

Performance reporting

Per-partner dashboards with cohort analytics.

Revenue analytics

Attribute every dollar back to its source.

Compliance layer

Regulation becomes a
setting, not a project.

Onboarding and verification run inside the platform with your existing provider such as Sumsub or Onfido, or with Prosopic, our upcoming AI identity layer with NFC and biometrics.

Bring your own KYC

Native integrations with Sumsub, Onfido and other leading providers. Configure per jurisdiction, per brand, with a full audit trail baked in.

Coming soon

Prosopic

AI-powered identity verification with NFC document scanning, biometric liveness and intelligent onboarding, designed end-to-end for Syntellicore.

NFC scanningBiometric livenessAI risk scoringGlobal coverage
Proof

Infrastructure is judged
by what it survives.

Syntellicore has been operating brokerages through market shocks, audits, migrations and regulatory change for over a decade.

100+

Brokerages running on the platform

15+

Years building brokerage infrastructure

120+

Native integrations, zero middleware

40+

Jurisdictions supported operationally

12

Industry awards since 2019

99.9%

Platform uptime across deployments

-38%

Manual back-office hours after migration

+27%

First-time deposits from AI-prioritised leads

4 wks

Typical time from kickoff to live operation

Your personalised demo

What happens during your demo?

No generic sales presentation. We walk through the areas of Syntellicore that matter most to your brokerage, so you leave knowing exactly how it supports the business today and as it grows.

01

The Forex CRM

Manage customers, leads and accounts across the full lifecycle.

02

The Trader's Room

See your customer's experience for onboarding, account management and platform access.

03

Partner Management

IB and affiliate structures, tracked and rewarded automatically.

04

Reporting & Compliance

Operational visibility and regulator ready workflows.

05

AI & Automation

Lead scoring, behavioural insights and workflow automation in action.

FAQ

Questions, answered.

Our pricing is flexible, designed to fit the needs of different business sizes and scales. Each module can be subscribed to separately or in bundles, with options for volume discounts and tailored enterprise solutions.

Tailored for brokerage firms, financial service providers, and any business that requires an integrated approach to client management, financial tracking, and affiliate handling. The forex CRM is particularly suited for those needing detailed reporting, complex commission structures, and high compliance standards.

The Syntellicore CRM mobile app, available for both iOS and Android, mirrors the desktop functionality to ensure seamless management of customer relationships and back-office tasks on the go. Key features include mobile-specific dashboard analytics, push notifications for real-time updates, and the ability to manage client interactions directly from the smartphone, enhancing productivity and responsiveness.

The CRM is cloud-based, requiring minimal system requirements, mainly a stable internet connection and a modern web browser for desktop access, and iOS or Android operating systems for mobile app functionality.

Founded in 2003, Dynamic Works, the creator of Syntellicore, brings two decades of expertise in CRM solutions to the table. We are committed to operational excellence and robust security. Syntellicore distinguishes itself with a suite of integrated tools designed for superior client management and efficiency, including a comprehensive Financial System, advanced Client Onboarding, an intuitive Client Portal, and a dynamic Multi-tier and Multi-campaign IB/Affiliate System. Additionally, our mobile applications ensure that you have powerful, on-the-go access to full CRM capabilities. With Dynamic Works, you gain a seasoned partner dedicated to your business success and growth.

Stop running on an outdated Forex CRM.
Start running a brokerage operating system.

A 30-minute walkthrough of Syntellicore built around how your brokerage actually runs — from onboarding and customer management through to reporting, compliance and partners.

Starting from €975 Talk to sales
Awards and recognition

Recognised by the industry

Award Global Forex Awards 2026 2026

Dynamic Works Wins Best CRM Provider

Award Forex Expo Dubai 2025

Forex Expo Dubai

Award WikiFX 2025

Wiki Finance

Award Best CRM Software 2025

UF AWARDS INTERNATIONAL

Award Best IB/Affiliate Solution 2025

UF AWARDS MEA 2025

Award Finance Magnates London Summit 2023

Best CRM Provider