Back Office B2CORE
Metti in sicurezza la piattaforma e proteggi i dati utente usando strumenti e configurazioni avanzate per limitare gli accessi non autorizzati e garantire la piena compliance di sicurezza con B2CORE.
Traccia e rivedi i tentativi di login di tutti gli utenti Back Office. Visualizza i dettagli dei tentativi di login, inclusi ID, email, indirizzo IP, risultato e data.
Monitora i dispositivi usati per accedere al Back Office B2CORE. Mostra i dati dei dispositivi connessi, inclusi ID, email, dispositivo, stato e ultimo login.
Rafforza la sicurezza del login e configura le impostazioni 2FA nel Back Office. Attiva i metodi 2FA supportati, tra cui SMS e Google Authenticator.
Limiti l’accesso al Back Office a indirizzi IP o subnet affidabili. Un elenco che esclude l’IP attuale viene rifiutato, così non resta bloccato fuori. Un elenco vuoto consente qualsiasi IP.
Monitora e gestisci le sessioni attive di tutti gli utenti Back Office. Visualizza i dettagli di login, inclusi email, indirizzo IP, orario e informazioni sul dispositivo.
Definisca requisiti di password rigorosi per tutti gli utenti del Back Office. Configuri lunghezza minima e complessità.
Controlla e assegna i permessi in base a ruoli e gerarchia organizzativa. Limita l’accesso alle sezioni sensibili del Back Office per garantire la compliance di sicurezza.
Gli utenti del Back Office cambiano la password ogni 30 giorni e ognuno può cambiare la propria in qualsiasi momento.
Limiti i nuovi account del Back Office, e le successive modifiche email, ai suoi domini.
Veda chi ha modificato i record importanti.
La tabella utenti mostra quando ogni utente del Back Office ha effettuato l’ultimo accesso, così gli account inattivi sono facili da individuare.
Rileva e rispondi immediatamente ai tentativi di accesso non autorizzati.
Assicurati che solo dispositivi di fiducia accedano al Back Office.
Proteggi le informazioni sensibili con controlli basati su IP e accessi basati sui ruoli.
Aggiungi un livello di protezione extra con 2FA (SMS, Google Authenticator).
Implementa policy password per mantenere pratiche di sicurezza solide.
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.
Proteggi i tuoi sistemi e garantisci funzionalità di sicurezza massime nel Back Office, sui dati utente e sui permessi. Migliora i livelli di sicurezza con B2CORE oggi!