主な機能
レート概要
特定レートに紐づくプラットフォームまたは決済プロバイダーを表示。レートを切り替えて活動ステータスとユーザーへの提供可否を制御。換算用の基準／相手通貨を設定し、複数選択に対応します。
詳細なレート設定
追跡と識別のためレート名をカスタマイズ。認証が必要なプロバイダー向けの接続パラメータを定義。プロバイダー接続設定をリアルタイムで検証できます。
仕組み
01
アクセスと概要
レートセクションを開き、利用可能なプロバイダー別レートの詳細リストを確認します。
02
カスタム設定
通貨を調整し、ビジネスと認証要件に合わせてプロバイダー接続を設定します。
03
レートの有効／無効
ワンクリックで特定レートを有効／無効にし、即時の制御と運用柔軟性を得られます。
レート管理のメリット
効率化された運用
プロバイダー別のレートと通貨を単一プラットフォームで管理します。
強化された制御
レートを簡単に有効／無効にし、最新の設定を維持できます。
リアルタイム検証
接続テスト機能で、プロバイダー連携のシームレスさを確認できます。
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.
