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.

Syntellicore CRM integrates with leading ERP systems, email marketing platforms, social media, and payment gateways through robust APIs and plug-ins, facilitating a seamless flow of information and maximizing operational efficiency across tools.

Syntellicore offers native integration with MetaTrader 4 and MetaTrader 5 platforms. The integration enables real-time synchronization of trading accounts, positions, balances, and client data. Brokers can automate account creation, manage margin requirements, and view complete client profiles directly from the CRM. All data syncs bidirectionally, ensuring consistency across systems.

Syntellicore supports a wide range of trading platforms, enabling brokers to manage diverse trading environments through a single, unified CRM.

Syntellicore provides native integration with cTrader and Match-Trader, offering full trading account lifecycle management, real-time synchronization of balances, positions, and trading activity, as well as automated deposits, withdrawals, and comprehensive reporting.

For brokers operating on Devexperts (DXtrade), Syntellicore enables centralized management of trading accounts, real-time monitoring of trading activity, and seamless synchronization of client and financial data between the trading platform and the CRM.

Syntellicore also integrates with Shift Crypto Exchange, allowing brokers to manage crypto trading operations, client accounts, financial tracking, and reporting within the same CRM environment.

In addition, Syntellicore supports integration with Vertex, providing real-time visibility and operational control over trading activity and client data across the platform.

Through these integrations, Syntellicore acts as a central operational hub, ensuring data consistency, real-time visibility, and scalable automation across all supported trading platforms.

The platform employs top-tier security protocols, including SSL/TLS encryption and regular penetration testing. These protocols ensure that our data management and security processes meet rigorous requirements, safeguarding data integrity and security for all users.

Essential compliance features include automated KYC/AML verification, document management, complete audit trails, regulatory reporting (MiFID II, GDPR, ASIC, FCA), risk assessment tools, and sanctions screening. Syntellicore includes all these features plus customizable compliance workflows to match your specific regulatory requirements.

Syntellicore offers both manual and automated KYC verification. Syntellicore is probably the only CRM which has a native IDV/KYC auto mated verification technology. Alternatively, the automated system integrates with leading verification and AML providers (e.g. SumSub, ShuftiPro, GBG, Trulio, Comply Advantage, KYCAid, Proovid, Ipass IDnow)  for identity document verification, liveness checks, and proof of address validation. The workflow is fully customizable based on client risk level and regulatory requirements.

• CRM / Backoffice: Offers comprehensive complete tools for customer data management, interaction tracking, and automation of routine tasks.
• Financial System: Integrates accounting features, facilitates payment processing, and delivers real-time financial insights.
• Client Onboarding: Automates the onboarding process with compliance checks and efficient document handling.
• Client Portal: Provides a user-friendly interface for clients to manage their profiles, transactions, and interact with support.
• Mobile Application: Ensures full functionality of the CRM is available on mobile devices, enhancing accessibility and convenience.
• Multi-tier and Multi-campaign IB / Affiliate System: Manages complex affiliate networks with customizable campaigns and multi-tiered commission structures.

This advanced module supports complex affiliate management needs, allowing businesses to create custom campaigns with unique commission structures and reporting features. It enables tracking of multiple levels of affiliate performance and automates commission calculations and payouts, making it ideal for growing networks that require flexibility and detailed oversight.

We regularly update the CRM to introduce new features, enhance existing functionalities, and maintain security standards. Apart from some major upgrades, updates are generally rolled out with minimal to no downtime, and users are notified in advance.

Yes, Syntellicore supports multi-brand architecture natively. Brokers can operate multiple jurisdictions or brands from a single backend, each with distinct client portals, branding, trading conditions, and compliance profiles. This allows for efficient management while maintaining jurisdiction and brand separation for clients.

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.

Comprehensive support through 24/7 live chat, phone, and email, supplemented by an extensive online help center that includes FAQs, tutorials, and user guides for each module.

Detailed tutorials and guides are available in our help center, categorized by module to help users quickly find the information specific to their needs. We also offer webinar sessions and one-on-one training upon request.