主な機能
認証ログ
すべてのバックオフィスユーザーのログイン試行を追跡・確認。ID、メール、IPアドレス、結果、日付を含むログイン試行の詳細を表示できます。
デバイス管理
B2COREバックオフィスへのアクセスに使用されたデバイスを監視。ID、メール、デバイス、ステータス、最終ログインを含む接続デバイスデータを表示します。
二要素認証（2FA）
ログインセキュリティを強化し、バックオフィスで2FA設定を構成。SMSおよびGoogle Authenticatorを含む対応2FA方式を有効にできます。
管理画面のIP許可リスト
Back Officeへのサインインを、信頼できるIPアドレスまたはサブネットに制限します。現在のIPを含まないリストは保存できないため、自分を締め出すことはありません。空のリストはどのIPも許可します。
セッション管理
すべてのバックオフィスユーザーのアクティブセッションを監視・管理。メール、IPアドレス、時刻、デバイス情報を含むログイン詳細を表示できます。
パスワードポリシー
すべてのBack Officeユーザーに強いパスワード要件を設けます。最小文字数と複雑さを設定します。
ロールベースアクセス制御（RBAC）
ロールと組織階層に基づいて権限を制御・割り当て。機密のバックオフィスセクションへのアクセスを制限し、セキュリティコンプライアンスを確保します。
パスワードの定期変更
Back Officeのユーザーは30日ごとにパスワードを変更し、各自はいつでも自分のパスワードを変更できます。
スタッフのメールドメイン
新しいBack Officeアカウントと、その後のメール変更を、自社のドメインに限定します。
システムジャーナル
重要な記録を誰が変更したかを確認します。
最終サインイン
ユーザー一覧に、各Back Officeユーザーの最終サインイン日時が表示されるため、使われていないアカウントを見つけやすくなります。
B2COREでセキュリティ管理を使う理由
リアルタイム監視
不正アクセスの試行を即座に検知・対応します。
デバイス制御
信頼できるデバイスのみがバックオフィスにアクセスできるよう確保します。
アクセス制限
IPベースの制御とロールベースアクセスで機密情報を保護します。
高度な認証
2FA（SMS、Google Authenticator）で追加の保護レイヤーを加えます。
強化されたユーザーコンプライアンス
パスワードポリシーを実装し、強いセキュリティ慣行を維持します。
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 Traders 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.
