Without Client Area
- Separate onboarding and account environments
- Funding requests without shared context
- Repeated client information
- Support teams piecing together activity
Client Area. Your brokerage, from the client's side.
Give clients a branded environment for onboarding, accounts, wallets and funding, connected to the Forex CRM and back office your teams already use.
Every extra handover interrupts the client journey.
Clients should not have to jump between disconnected portals to complete verification, manage an account or make a funding request.
With Client Area
- A connected branded client experience
- Accounts and wallets in one environment
- Onboarding linked to operational review
- Customer activity visible to the right desk
How Client Area fits the workflow.
01
Welcome clients into your brand
Provide a white-labelled client environment that carries your brokerage through onboarding and ongoing account management.
Your brandClient profileGuided onboarding
02
Connect accounts and funding
Bring account access, wallets, deposits, withdrawals and internal transfers into the same client journey.
Client accountsMulti-currency walletsFunding and transfers
03
Keep the back office in the loop
Connect client requests and verification activity to the customer record so your teams can review and respond with context.
Documents submittedRequest receivedOperational review
One journey. Connected at every step.
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1 Register Create a client profile
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2 Verify Complete onboarding
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3 Account Manage account access
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4 Fund Use connected wallets
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5 Manage Stay connected to the brokerage
Client Area, connected to Syntellicore.
The same customer, the same context, the same operational platform.
The capabilities behind the workflow.
White-labelled portalClient profilesAccount managementService access
Multi-currency walletsDepositsWithdrawalsInternal transfers
Guided KYC / KYBDocument workflowsVerification status
Forex CRM connectionBack-office requestsPartner toolsMobile extension
See the client journey connected end to end.
Explore Client Area in a walkthrough shaped around your brokerage.