FinanceMagnets
Published on 2026-06-30 | 1 hour ago
TFB, Dynamic Works Bundle PAMM Into Syntellicore, a Feature Just 15% of Brokers Offer
Tools for
Brokers has wired its PAMM module into Dynamic Works' Syntellicore CRM, a move
that lets brokerages run managed-account programs from inside their existing
back office rather than through a separate vendor system. The two
technology providers announced the integration on Tuesday.PAMM, short for Percentage Allocation Management Module,
lets several investors pool money under one trader who manages all their linked
accounts at once. Profits, losses and fees are split proportionally and handled
automatically. The module is a native feature of TFB's Trade Processor bridge,
which the company has steadily expanded from a pure liquidity tool into a wider
toolset, adding
automated regulatory reporting and other functions over the past year.Managed Accounts Without a Second VendorFor brokers, the pitch is that they can switch on
money-manager programs without installing TFB's PAMM as a standalone product
alongside their CRM. Onboarding, KYC, account management and performance
reporting sit in one interface, the companies said.Dynamic Works has folded outside modules into Syntellicore
before. In 2024 it tied
the CRM to Brokeree's prop trading tools, linking challenge onboarding and
the client portal into a single workflow.Angelos Gregoriou, co-founder and CEO of Dynamic Works, said
brokerages "don't need more disconnected tools." He framed the PAMM
addition as an upselling option aimed at more active traders, and as a way for
brokers to court money managers, according to the company.Rivals Have Been Stitching CRMs and PAMM TogetherThe bundling is not new to the sector. In June 2025, CRM
provider FXBO added
Brokeree's PAMM for cTrader, feeding managed-account data back into its CRM
so brokers could track investor activity. Brokeree has run the same play with Nullpoint's
CRM system.TFB itself had taken the direct route. In January 2025, CFI
Financial Group embedded
the PAMM system and TFB Toolbox plugins into its own setup. The
Syntellicore deal instead puts the module in front of every brokerage already
running that CRM.Demand for these services is real but narrow. Brokeree,
which sells a competing PAMM product, said last month that it reviewed around
1,000 retail brokers and found nearly
15% offered PAMM, a sign that managed accounts remain a minority feature
even as vendors race to make them easier to turn on.The Race to Be the Broker's Operating SystemThe integration lands in a broader contest among vendors to
become the one stack a brokerage runs on. TFB spent late 2025 building out
Trade Processor, launching
a risk and analytics module as it pushed toward an all-in-one platform.
Rivals have made similar moves, with oneZero buying analytics firm Autochartist
and PrimeXM pairing liquidity aggregation with built-in risk tools in its XCore
product.Alexey Kutsenko, TFB's CEO, said the firm's products are
"designed to make brokers' lives easier, not more complicated."On the CRM side, Syntellicore competes with systems such as
TradeCore, FXBO, AltimaCRM and B2Core, each marketing
itself as an operations hub for onboarding, payments, compliance and
partner management. A managed-account layer gives those platforms one more
feature to sell.Dynamic Works, founded in 2003 and based in Cyprus with an
office in Dubai, says Syntellicore is used by more than 100 financial brands
and was named Best Forex CRM for 2026 by the Global Forex awards body. TFB says
Trade Processor serves more than 200 clients across over 40 countries. Neither
company disclosed financial terms.
This article was written by Damian Chmiel at www.financemagnates.com.
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