B2CORE Back Office
Gestión de bonos simplificada
Mejore la interacción y retención de clientes con potentes sistemas de recompensas. Defina bonos personalizados y gestione ofertas promocionales con total flexibilidad en el Back Office de B2CORE.
Preajustes de bono
Agilice su flujo de trabajo
Cree estándares para configuraciones de bono coherentes.
Opciones personalizables
Defina preajustes como fechas de vencimiento, reglas de trading y comisiones.
Preajustes predeterminados
Automatice la distribución de bonos al depositar para incentivar a los usuarios.
Estrategias flexibles
Ajuste intervalos de órdenes y símbolos para adaptarse a sus necesidades operativas.
Distribución de bonos
Siga y otorgue bonos
Gestione bonos con eficiencia desde un panel centralizado.
Seguimiento transparente
Vea bonos otorgados, monitoree estados y gestione la distribución manual.
Análisis detallados
Acceda a detalles de bonos por cliente, como volúmenes y fechas de vencimiento.
Gestión de errores
Reactive bonos vencidos o revoque bonos pendientes para un control total.
Bonos temporales
Promociones por tiempo limitado
Atraiga y recompense a los clientes con ofertas exclusivas.
Diseño centrado en el cliente
Muestre programas de bono temporales en la UI de B2CORE para reclamos fáciles.
Parámetros personalizados
Defina vigencia, ratios de lotes por unidad y disponibilidad de bonos por plataforma.
Gestión automatizada
Habilite acreditación instantánea o retiros sin penalización para mayor comodidad.
Funciones adicionales
Herramientas avanzadas de seguimiento
Monitoree el uso de bonos con informes detallados y paneles visuales. Obtenga información sobre el rendimiento del programa y refine estrategias sobre la marcha.
Integración con plataformas de trading
Garantice compatibilidad fluida con MetaTrader 4/5 y B2TRADER. Admita uso y asignación de bonos en varias plataformas de trading.
¿Por qué elegir la gestión de bonos de B2CORE?
01
Personalización
Adapte los bonos a su modelo de negocio y a las necesidades de sus clientes.
02
Transparencia
Ofrezca a los clientes condiciones y requisitos claros para los bonos.
03
Eficiencia
Automatice procesos y gestione bonos a escala con facilidad.
04
Flexibilidad
Ajuste la configuración de forma dinámica para responder a la demanda del mercado.
B2CORE
Where this fits in B2CORE
Back-office management system
The admin side of B2CORE: clients, accounts, payments, and reporting managed from one brokerage back office.
B2CORE Trader's Room overview
How the client Traders Room and the admin back office work together in one CRM.
Frequently Asked
FAQ
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.
Explore la gestión de bonos de B2CORE
Impulse la interacción de sus clientes con recompensas a medida y fidelice traders con sistemas de bonos renovados con B2CORE.