Dynamic Works has announced a new integrated feature for its CRM and Back Office platform, Syntellicore, in collaboration with Brokeree’s Prop Pulse — a comprehensive account management solution for proprietary trading firms. The integrated feature aims to optimize the entire client journey, from account signup and plan selection to payment processing and immediate trading account setup.
Smoother, More Efficient Experience for Prop Trading Clients
The new feature allows users to easily explore and select from a variety of prop trading plans within the client area. Once a plan is chosen, the platform automates the payment process, deducts any necessary fees, and instantly creates a trading account. The system then links the account to the selected trading challenge, enabling clients to start trading without delays.
Client Management with Single Sign-On Access
One of the key features of this integration is Single Sign-On (SSO) access, where clients can log into their trading accounts through the Syntellicore platform using one set of login credentials. SSO lets users access various applications or systems without having to log in separately each time. No more remembering multiple passwords and no more switching between platforms.
The SSO feature is great for prop traders who manage multiple accounts and strategies. It will allow them to switch between accounts, see their selected challenges, and view performance from one platform.
In other words, SSO simplifies navigation, reduces errors, and helps brokers provide a more streamlined trading experience. So, clients can focus on trading strategies rather than logins or complex navigation steps.
Key Features
Easy Plan Selection: Clients can select from multiple prop trading plans directly within their Syntellicore client portal. It is simple and easy to compare plans and choose the one that suits their trading goals.
Automated Payment Process: The entire payment process, including fee deduction and deposit, is automated to reduce errors and provide clients with a seamless experience.
Instant Account Setup: The account is created instantly after payment, and clients can start trading.
SSO Trading Access: Single Sign-On gives direct access to prop trading accounts, so no more multiple logins; just a smooth transition between trading activities.
By automating plan selection, payment processing, and account creation, the integrated feature reduces admin workload and minimizes the chance of errors in manual account setup.
By combining CRM, Back Office, and a prop trading account management system in one offer, Dynamic Works and Brokeree Solutions have created a solution that is both powerful and flexible. Brokers can focus on strategy, not day-to-day account management, and provide better service to their clients.
Established in 2013 in Tallinn, Estonia, Brokeree Solutions has become a worldwide technology provider for brokers, known for its flagship Social Trading and PAMM turnkey investment systems. With ten years of industry expertise, the company delivers a diverse array of cutting-edge products and services that empower brokers and financial institutions to elevate their trading capabilities and provide outstanding client experiences. The latest innovation in Brokeree's lineup of turnkey solutions is Prop Pulse, an account management tool specifically designed for prop trading and trader funding entities, enabling brokerages to successfully enter the proprietary trading market.
