Dynamic Works and Brokeree Unveil Enhanced CRM-Prop Trading Integration

Dynamic Works Syntellicore, a leading CRM platform for financial organizations, has introduced a new integrated feature tailored for prop trading firms through a partnership with Brokeree Solutions. The collaboration aims to streamline the account management process for prop trading clients, enhancing both the onboarding experience and operational efficiency for brokers.

With this new module, clients can easily navigate through a range of prop trading plans within the Syntellicore platform. From plan selection to payments, the system automates the entire process, immediately deducting the relevant fees and setting up trading accounts without delay. The newly created accounts are instantly linked to the selected prop trading challenge, allowing traders to begin their activities seamlessly. A notable feature of this integration is the Single Sign-On (SSO) capability, which enables users to access their prop trading accounts without having to switch between different platforms, creating a more efficient and user-friendly experience.

Angelos Gregoriou, Co-Founder and CEO of Dynamic Works, highlighted the significance of this feature, stating, "This collaboration with Brokeree seamlessly integrates client prop trading onboarding, brokerage client onboarding, and the client portal into a unified workflow within a single financial system."

Similarly, Tatiana Pilipenko, Regional Head of Business Development at Brokeree Solutions, noted the growing interest in prop trading services and stressed the importance of integrated infrastructure for brokers to capitalize on this trend.