B2CORE Back Office
Steuern Sie den Registrierungsflow für neue Kunden und die Sichtbarkeitseinstellungen. Nutzen Sie erweiterte Tools, die zu Business-Zielen und regulatorischen Anforderungen passen.
Logo, Hintergrund und Formular an Ihre Markenidentität anpassen.
Volle Kontrolle über die Ländersichtbarkeit im gesamten Registrierungsflow behalten.

Ordnen Sie Felder in einem Registrierungsprofil neu, machen Sie jedes Feld optional oder Pflicht und erfassen Sie Bundesland, Stadt und Postleitzahl.
Legen Sie nur lateinische Zeichen für Name und Adresse fest, ein Mindestalter und die Passwortbestätigung. Bestehende Profile behalten bei der Migration ihr Verhalten.
Prüfen Sie, ob die E-Mail-Domain existiert und Post empfangen kann. ZeroBounce ist optional und nutzt Ihr eigenes Konto.
Eindeutige IDs sowie offizielle Länder- und Hauptstadtnamen im System zuweisen. Internationale alphanumerische Codes wie ISO 3166-2 und ISO 3166-3 einbinden.
Offizielle Währungsnamen mit Standard-Drei-Buchstaben-Codes zuweisen. Korrekte Bruchteile der Währung nutzen (Cents und Pence).
Regionalcodes wie UN M49 für breitere geopolitische Gebiete nutzen. Subregion-Codes für einfachere Klassifikation innerhalb der Hauptregion verwenden.
Per Toggle festlegen, ob ein Land in Registrierungsformularen erscheint. Sichtbare und ausgeblendete Länder bei Signup oder Kontoeinrichtung konfigurieren.
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Die Liste sichtbarer Länder im Client-Registrierungsprozess steuern.
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Liste als CSV oder Excel für Offline-Prüfung oder Archivierung herunterladen.
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Ländersichtbarkeit konfigurieren, ohne Daten hinzuzufügen oder zu bearbeiten.
Sicherstellen, dass nur freigegebene Länder für die Client-Registrierung verfügbar sind.
Den Registrierungsprozess an Business- und Betriebsanforderungen anpassen.
Sichtbarkeitseinstellungen schnell für ein nahtloses Nutzererlebnis steuern.
B2CORE
The admin side of B2CORE: clients, accounts, payments, and reporting managed from one brokerage back office.
How the client Traders Room and the admin back office work together in one CRM.
Frequently Asked
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
The Traders Room (also called client cabinet or client portal) is the client-facing part: where traders register, pass KYC, fund wallets, and open trading accounts. The CRM is the whole system around it — the admin back office, client records, payment integrations, partner module, and reporting. B2CORE is one product that includes both.
Yes. The web Traders Room, iOS and Android apps, emails, and partner portal carry your logo, colours, domain, and language set. Clients see your brokerage brand; B2CORE runs underneath.
Yes. B2CORE is sold as cloud SaaS plans on B2STORE with free setup, same-day activation, and deposit-based fees. The same product can also be deployed as a dedicated installation through B2BROKER.
Yes. The core — clients, KYC, payments, back office — is shared. Forex brokers connect MetaTrader 4, MetaTrader 5, or cTrader accounts and fiat PSPs; crypto brokers add crypto wallets, on-chain deposits and withdrawals, and spot conversion. Multi-asset brokers run both from the same Traders Room.
They are two sides of one database. Every request a client makes in the Traders Room — a deposit, a withdrawal, a new trading account, a KYC upload — appears in the back office for staff to approve, manage, and report on.
Passen Sie Registrierungseinstellungen, sichtbare Länder, Währungen und Formulare mit erweiterten Tools und Toggles für einen schlanken Flow an. Optimieren Sie den Signup für neue Kunden mit B2CORE!