B2CORE Back Office
Ensure a Seamless Client Registration
Manage the registration flow for new clients and control the visibility settings. Explore advanced tools that align with business objectives and regulatory requirements.
Branded Client Registration Form
Apply your logo, background, and form to match your brand identity.
Keep full control over country visibility throughout the registration flow.
Key Features
Field Control
Reorder fields in a registration profile, make any field optional or required, and collect state, city, and postal code.
Field Rules
Configure Latin-only name and address fields, a minimum age, and password confirmation. Existing profiles keep their current behaviour when they are migrated.
Email Checks
Check that the email domain exists and can receive mail. ZeroBounce is optional and uses your own account.
Country Information
Assign unique IDs and official country and capital city names in the system. Incorporate international standards of alphanumeric codes, such as ISO 3166-2 and ISO 3166-3.
Currency Details
Assign official currency names with standard three-letter currency codes. Use correct fractional units of the currency (cents and pence).
Region Classification
Use regional codes like UN M49 to identify broader geopolitical areas. Use subregion codes for simpler classification within the main region.
Visibility Settings
Utilise toggles to determine whether a country appears in registration forms. Configure visible and hidden countries during signup or account setup.
How It Works
01
Enable or Disable Countries
Control the list of visible countries during the client registration process.
02
Export Country Data
Download the list in CSV or Excel format for offline review or record-keeping.
03
Simplify Country Management
Configure country visibility without worrying about adding or editing data.
Why Use the Country Management Feature?
Compliance
Ensure only approved countries are available for client registration.
Customisation
Tailor the registration process to meet business and operational needs.
Efficiency
Quickly manage visibility settings for a seamless user experience.
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.
Explore B2CORE’s Client Registration Flow
Customise user registration settings, visible countries, currencies, and forms using advanced tools and toggles for a streamlined flow. Optimise the signup process for new clients with B2CORE today!