주요 기능
환율 개요
특정 환율과 연결된 플랫폼 또는 결제 제공업체를 확인하세요. 환율을 쉽게 토글해 활성 상태와 사용자 가용성을 통제하세요. 변환용 제공업체 기준·견적 통화를 설정하고 다중 선택을 지원합니다.
상세 환율 설정
추적·식별이 쉽도록 환율 이름을 맞춤 설정하세요. 인증이 필요한 제공업체의 연결 파라미터를 정의하세요. 제공업체 연결 설정을 실시간으로 검증하세요.
작동 방식
01
접근 및 개요
Rates 섹션을 찾아 사용 가능한 제공업체별 환율의 상세 목록을 살펴보세요.
02
맞춤 구성
비즈니스·인증 요구에 맞게 통화를 조정하고 제공업체 연결을 구성하세요.
03
환율 활성화/비활성화
한 번의 클릭으로 특정 환율을 활성화하거나 비활성화해 즉각적인 통제와 운영 유연성을 확보하세요.
환율 관리의 이점
간소화된 운영
하나의 플랫폼에서 제공업체별 환율과 통화를 관리하세요.
강화된 통제
최신 구성을 유지하도록 환율을 손쉽게 활성화하거나 비활성화하세요.
실시간 검증
Test Connection 기능으로 원활한 제공업체 연동을 확보하세요.
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.
