---
title: Syntellicore Reviews
meta_title: 'Syntellicore Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Syntellicore works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Syntellicore Reviews
**Vendor:** Dynamic Works  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Syntellicore
Dynamic Works Syntellicore, an award-winning, fully-fledged White Label solution and administration tool for Financial Organizations, the company is setting the standard in financial software. Syntellicore includes a comprehensive CRM/Back-office, a multi-tier IB/Affiliate System and a dynamic Client Portal paired with a native Mobile app. It is integrated with VoIP Systems and MFA providers. And automates Sales. It comes with Marketing and Financial Management facilities. It is integrated with 100+ payment service providers and Trading Platforms such as MetaTrader 4/5, CTrader, Match Trader, Drive Wealth, and Social Trading Platforms. Syntellicore adapts to regulations, automates KYC/AML, ensuring top-tier tech and seamless user experiences, reshaping businesses.






- [View Syntellicore pricing details and edition comparison](https://www.g2.com/products/syntellicore/reviews?open_modal_url=%2Fproducts%2Fsyntellicore%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fsyntellicore%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-13+07%3A26%3A04+-0500&secure%5Bsession_id%5D=5673d222-b99b-44cb-9a85-d1abecd1f9ec&secure%5Btoken%5D=d8a3aa6afe3cc14cd1990763e46cdc78b11f63091b53561c84b2d7d584a7f385&format=llm_user)

## Syntellicore Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top Syntellicore Alternatives
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