B2CORE Back Office
Dynamic Rate Management
Manage exchange rates across providers and currencies from one centralised platform and explore flexible tools to configure, monitor, and adjust rates.
Key Features
Rate Overview
View the platform or payment provider associated with specific rates. Easily toggle rates to control activity status and availability to users. Set provider base and quote currencies for conversions, supporting multiple selections.
Detailed Rate Settings
Customise rate names for better tracking and identification. Define connection parameters for providers requiring authorisation. Verify and validate provider connection settings in real time.
How It Works
01
Access and Overview
Find the Rates section and explore a detailed list of available provider-specific rates.
02
Custom Configuration
Adjust currencies and configure provider connections to meet business and authorisation requirements.
03
Enable/Disable Rates
Activate or deactivate specific rates with a single click, giving you immediate control and operational flexibility.
Benefits of Rate Management
Streamlined Operations
Manage provider-specific rates and currencies from one platform.
Enhanced Control
Activate or deactivate rates with ease to maintain up-to-date configurations.
Real-Time Validation
Use the Test Connection feature to ensure seamless provider integration.
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.
Explore B2CORE’s Rate Management
Streamline exchange rates and provider connectivity more effortlessly from the B2CORE Back Office. Set provider-specific rates, track exchange activities, and control quotes with more precision now!