Main Features
Mobile-Friendly User Interface (UI)
Syntellicore Trader’s Room offers a mobile-friendly UI with modern controls for a complete client area. This responsive design guarantees an engaging experience across devices and is fully adaptable to your brand identity. As one of the best mobile CRM apps for trading, it ensures brokers can deliver a seamless digital experience.
Enhanced KYC Processes
Syntellicore enhances KYC processes with integrated questionnaires, risk scoring, automation, and duplicate detection tools. These features improve compliance and client risk management during onboarding. Configured directly through the CRM administrator, this module provides brokers with advanced KYC and AML solutions for automated client onboarding.
Streamlined Document Upload and Automated Compliance
Syntellicore Trader’s Room allows clients to easily upload required personal information and documents for compliance before trading. This feature streamlines onboarding while strengthening compliance management software capabilities. With automated KYC verification and ID checks, customers can be auto-approved under even the strictest AML and compliance regulations.
Profile & Wallet – Centralized Trading Account Management
The Syntellicore Trader’s Room now includes a centralized Customer Profile & Wallet, combining multiple trading accounts into one platform. This tool simplifies account management, enhances compliance, and improves the overall digital experience for Forex traders.
Trader’s Room Integrated with Online Trading Platforms
Syntellicore Trader’s Room integrates seamlessly with leading online trading platforms such as MT4, MT5, cTrader, MatchTrader, and VertexFX, as well as social trading, PAMM, and prop trading apps. With embedded web trading and a central multi-currency wallet, it delivers one of the best Forex trading platform solutions worldwide.
Integrated with Payment Gateways for Efficient Transactions
Syntellicore Trader’s Room integrates with multiple payment gateways, giving clients the flexibility to use a wide list of payment service providers or connect alternative systems. This ensures secure, fast, and seamless transactions, making it a preferred trading payment gateway solution for brokers.
Manage Multiple Trading Accounts, Platforms, and Investments
Syntellicore enables clients to manage multiple trading accounts across platforms and investments under one profile. Customers can open accounts with different currencies and leverage levels, making this one of the most flexible Forex trade management software tools available.
IB and Affiliate Registration & Secured Area
Syntellicore provides a full solution for IB and Affiliate registration, allowing Introducing Brokers (IBs) and Affiliates to manage their operations from a secure Partner Area. Clients can be upgraded to IB or Affiliate status directly, making it easier to grow networks and expand with Forex rebate and cashback Forex programs.
Comprehensive Support, Chat, and Help Center
Syntellicore Trader’s Room includes an advanced Support, Chat, and Help Center with Zendesk chat support integration. Customers can send messages, open tickets, or access real-time help. All interactions are saved in the CRM, ensuring efficient CRM reporting software and customer service management.
Real-Time Currency Prices and Forex Quotes
Syntellicore Trader’s Room delivers real-time currency prices and live Forex quotes from MetaTrader. Clients stay updated with the latest Forex news and market data. Configurable via the back-office CRM, administrators can also add custom widgets, making this a flexible Forex back office software solution.
Customizable Client Portal with Advanced CMS Solutions.
Syntellicore Trader’s Room includes a powerful Content Management System (CMS) for full customization. Brokers can adjust the portal structure, modify menus, and add content sections, creating a tailored user experience. This makes it one of the most versatile CMS solutions for Forex brokerages.
Multi-Brand & Multi-Jurisdiction Management
Introducing Syntellicore Brandify, the ultimate solution for Forex brokerages to manage and publish multiple brands under one CRM. Each brand can be customized with branding, documents, onboarding processes, and compliance settings to meet multi-jurisdiction requirements. This solution reduces costs and scales efficiently, supporting forex brokerage solutions globally.
