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 Vendor
For 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.
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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 Together
The 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 System
The 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.
