Forex Traders Room for Forex Brokerages | Syntellicore

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Trader’s Room

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Trader’s Room

Syntellicore’s Traders Room, bundled with Dynamic Works' CRM, offers a comprehensive solution for forex brokerages. It features an intuitive client portal that enhances onboarding and conversion rates, multi-brand management for tailored branding and compliance, and real-time data. The robust CMS allows full customization of the client area, while integrated support and help center ensure excellent customer service. Advanced KYC and AML services with AI-based verification streamline compliance. This all-in-one package provides the tools needed to quickly establish an online presence, gain a competitive edge, succeed and grow.

Main Features

Mobile-Friendly User Interface (UI)

Syntellicore Trader's Room features a mobile-friendly UI with modern controls for a full-featured client area. The interface ensures a responsive, engaging experience across all devices, with customizable components to match your brand identity.

Enhanced KYC Processes

Syntellicore elevates KYC with integrated questionnaires, knowledge-based assessments, risk scoring, automation, and a robust duplicate detection engine. These features refine risk management during onboarding, all configured by the CRM administrator through advanced modules.

Streamlined Document Upload and Automated Compliance

Syntellicore Trader's Room makes it simple for clients to upload the personal information and documents needed for compliance purposes before they start trading. This feature ensures a seamless experience, enhancing both efficiency and compliance management. Additionally, Syntellicore takes compliance to the next level with integrations for automated KYC and ID verification, reaching a level where customers can be auto-approved even under the strictest regulations.

Real-Time KYC and AML Services

Syntellicore enhances your compliance capabilities with real-time Know Your Customer (KYC) and Anti-Money Laundering (AML) services. By utilizing third-party AI-based verification services, Syntellicore ensures a streamlined and efficient customer experience through automated self-service procedures.

Simplified Experience with Profile & Wallet

The Syntellicore Traders Room now features a Customer Profile & Wallet, centralizing all trading accounts into one platform. This tool integrates multiple accounts, offering better control over financials and compliance while ensuring an excellent digital experience.

Integrated Trading for a Seamless Experience

Syntellicore Trader's Room integrates with leading platforms like MT4, MT5, cTrader, MatchTrader, VertexFX, and various social trading, PAMM, and prop trading apps. It supports embedded web trading platforms and offers a central multi-currency wallet for streamlined trading activities.

Integrated with Payment Gateways for Efficient Transactions

Syntellicore Trader's Room offers robust integration with a wide range of payment gateways, providing clients the flexibility to choose from a large list of already integrated payment service providers or to integrate alternative payment systems that suit their specific needs. This ensures that customers can complete their transactions online in a secure and seamless manner.

Manage Multiple Trading Accounts, Platforms, and Investments

Syntellicore makes it easy for the client to manage multiple trading accounts across various platforms and investment types, all under one profile. Customers can open accounts in different currencies and leverage levels, streamlining their trading activities and investment management.

IB and Affiliate Registration & Secured Area

Syntellicore provides a comprehensive solution for IB and Affiliate registration and management. Introducing Brokers (IBs) and Affiliates can manage their activities from their Partner Area. Clients can be elevated to IB or Affiliate status directly from their profile, streamlining the process.

Comprehensive Support, Chat, and Help Center

Syntellicore Trader's Room offers a robust Online Support area where customers can easily communicate with you. They can send messages, open tickets, and access real-time assistance through integrated live chat tools like Zendesk, ensuring a seamless and personal service experience. All interactions are stored in the CRM for efficient tracking and follow-up.

Real-Time Currency Prices and Forex Quotes

Syntellicore Trader's Room provides up-to-date price information on the relative values of different currencies and live MetaTrader Forex quotes. Stay informed with the latest Forex news and market updates, all powered by advanced client-based technologies. Everything is configurable through the back-office (CRM), offering flexibility and control. Administrators can also upload custom widgets to the client portal for enhanced functionality.

Customizable Client Portal with Advanced CMS

Syntellicore Trader's Room features a powerful Content Management System (CMS) that offers exceptional flexibility, allowing you to customize and manage the platform’s content extensively. Adjust the client portal structure, modify menus, and create new content sections to deliver a tailored user experience.

Revolutionize Multi-Jurisdiction & Multi-Brand Management

Introducing Syntellicore Brandify – the ultimate solution for forex brokerages to manage and publish multiple brands under a single, unified CRM. Customize each brand with unique branding elements, legal documents, onboarding processes, trading servers, wallet currencies, and account options, all tailored to jurisdiction-specific requirements. Benefit from economies of scale with tailored pricing packages, allowing your business to grow while keeping costs under control.

Intuitive Client Portal for Onboarding and Conversion

Syntellicore’s intuitive client portal is designed to enhance the onboarding process and boost conversion rates. The user-friendly interface ensures new clients can easily navigate and complete their registration with the broker, providing a seamless experience from start to finish.

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Services we offer

24/7 Support & Maintenance
CRM and Traders Room Customization
Requirement Analysis
Syntellicore CRM Integration Services
Web Design & Development
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Meet Syntellicore

Syntellicore Website

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