Piattaforma B2CORE
Potenzia i partner con strumenti intuitivi per il successo
La Trader’s Room di B2CORE offre strumenti dedicati a IB e Affiliati, per far crescere la base clienti e gestire le performance in modo efficace.
Funzionalità principali
Link referral
Link di referral univoci
Consenti ai partner di generare link referral unici direttamente dal proprio portale.
Banner con il suo marchio
Crea e distribuisci banner branded per potenziare le attività promozionali e attrarre più clienti.
Link di registrazione personali
NuovoInvii a un cliente un link di registrazione con email o paese già compilati. Il cliente può comunque modificare quei valori.
Reporting dettagliato
Trade
Visualizza ogni attività referral, inclusi trade, cliente, piattaforma, simbolo, lotti, side, stato e orario.
Reward
Traccia i payout emessi con client ID, tier, trade ID, importo e timestamp.
Filtri
Imposta filtri personalizzati per analizzare per data, piattaforma, cliente, tier, simbolo o stato.
Export
Scarica i report in CSV o PDF per storage locale o cloud.
Volume di trading
NuovoIl report Trading Volume mostra il volume di trading del partner per il periodo selezionato.
Livello nella catena IB
NuovoI report di depositi e pagamenti includono il livello del cliente nella catena IB del partner.
Statistiche referral
Accedi a report dettagliati sull’attività referral, inclusi sign-up, conversioni e performance dei clienti.
Ottieni aggiornamenti in tempo reale sulle metriche di performance dei partner con massima trasparenza e accountability.
Tracking dei payout
Monitora e gestisci i payout per programmi IB e affiliati con calcoli automatici e log di pagamento dettagliati.
Crea strutture commissionali multi-tier per reti partner complesse, per espandere e gestire i programmi referral in modo più efficiente.
Engagement partner semplificato
01
Dashboard dedicate
Usa strumenti avanzati per monitorare le performance, tracciare i guadagni e gestire i referral in un’unica interfaccia.
02
Payout automatici
Garantisci pagamenti accurati e tempestivi con tracking e distribuzione automatici delle commissioni.
03
Strumenti promozionali
Fornisci ai partner toolkit completi per generare banner branded e link personalizzati per la massima portata marketing.
04
Dati in tempo reale
Analizza i pattern di attività per individuare trend e offrire servizi personalizzati che aumentano il potenziale.
Perché scegliere i portali partner B2CORE?
01
Maggiore efficienza dei partner
Fornisci a IB e partner affiliati tutti gli strumenti necessari per avere successo e far crescere la rete.
02
Trasparenza rafforzata
Usa report chiari e log di attività per costruire fiducia e relazioni di lungo periodo.
03
Gestione programmi semplificata
Automatizza i payout, emetti premi e semplifica la supervisione finanziaria dei partner con massima trasparenza.
04
Soluzioni scalabili
Gestisci reti di qualsiasi dimensione, da pochi affiliati a strutture IB multi-tier.
B2CORE
Where this fits in B2CORE
Trader's Room Platform features
The full index of client-cabinet modules in the B2CORE Traders Room — from registration and KYC to wallets and trading platforms.
B2CORE Forex and crypto CRM
Traders Room, CRM, and back office in one white-label product for Forex and crypto brokers.
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.
Inizia con B2CORE ora
Potenzia i partner con strumenti intuitivi per il successo — scala i programmi IB e affiliati con B2CORE oggi.