Dynamic Works, the developer of the award-winning CRM platform Syntellicore, has announced a powerful new integration with Brokeree Solutions’ Prop Pulse, an advanced account management system for proprietary trading firms.
The integration automates plan selection, payments, trading account creation, etc., so traders can focus on their strategies without concerns over delays or manual errors. It allows traders to explore and review a variety of prop trading plans directly within the Syntellicore client area. They can also compare metrics such as profit targets and risk limits and choose a plan based on their trading goals—all from a single interface.
After they select a plan and make the deposit, Syntellicore handles the payment process. Any relevant trading fees are deducted, and the system immediately creates the associated trading account.
The automated flow ensures that traders are ready to trade within moments of completing their registration. The entire onboarding and trading plan management is managed within one cohesive system that reduces administrative complexity for brokers while enhancing the user experience for traders.
Single Sign-On (SSO) for Seamless Access
One of the most exciting features of the new module is the SSO authentication process.
With SSO, clients can log into their prop trading accounts directly from the Syntellicore interface using the same login and password. This eliminates juggling multiple logins across different platforms or remembering different credentials and ensures an uninterrupted user experience. Whether clients need to monitor progress, review trades, or participate in various challenges, everything is accessible from one platform.
Key Features of the Integration
Streamlined Plan Selection:
Traders can browse and select prop trading plans from various options directly within the Syntellicore CRM client area. The intuitive interface allows for easy comparison of trading challenges so traders can align with plans that suit their goals and strategies.
Automated Payment Process:
Payments are processed automatically, with trading fees deducted immediately. This ensures a smooth experience for traders while minimizing errors and reducing the administrative burden on brokers.
Instant Account Creation:
Trading accounts are created instantly after payment without any delays or manual intervention. Each account is automatically linked to the corresponding trading challenge, allowing traders to begin trading right away.
Single Sign-On:
The SSO feature enables traders to log in once and seamlessly access their CRM and trading accounts. This unified experience saves time, reduces complexity, and ensures traders stay engaged with their challenges.
This partnership between Dynamic Works and Brokeree Solutions underscores both companies’ commitment to innovation and operational excellence. The integration empowers firms to stay competitive by reducing friction in the client journey and providing an all-in-one platform that is both scalable and easy to manage.
With fewer administrative hurdles and enhanced tools for plan selection, payments, and account creation, prop firms are better equipped to focus on what matters most: developing successful traders and growing their businesses. Whether for established trading groups or new trader-funded programs, the integrated solution offers an efficient, client-centered approach to prop trading.
The integration empowers firms to stay competitive by reducing friction in the client journey and providing an all-in-one platform that is both scalable and easy to manage.
