B2CORE Back Office
Comprehensive Management of Financial Activities
Efficiently track, manage, and analyse all client financial activities with B2CORE Back Office.
Transactions
Your One-Stop Solution for Financial Transparency
Accurately monitor, analyse, and manage user transactions while ensuring air-tight security and safety.
Detailed Transaction History
View deposits, payouts, transfers, exchanges, and balance changes in one place. Store transaction logs and sort activities based on date, operation, amount, and currency.
Custom Filters
Filter transactions by type, date, or currency for targeted analysis. View and sort transactions based on advanced filters.
Comprehensive Reporting
Generate custom reports to keep track of financial activities, logs, and settlements. Track changes with precise details like administrator names and timestamps.
Finance
Simple Wallet Management
Organise client wallets, automate payouts, and streamline your financial operations.
Deposit Wallets
View cryptocurrency wallets generated for clients. Access wallet details, including methods, currencies, and public addresses.
Withdrawal Wallets
Review wallets used for fund withdrawals, including addresses and methods. See saved templates for repeated transactions.
Saved Templates
Allow clients to create withdrawal templates to simplify repetitive tasks. View template details like saved dates, payment systems, and JSON-formatted data.
Organized Wallet Management
Group wallets by type and provide detailed overviews for each method and currency.
Transactions
Benefits
Enhanced Transparency
Detailed logs to reduce ambiguity in financial operations.
Efficient Analysis
Custom filters to save time during audits and reviews.
Complete Control
Stay informed of every transaction with real-time insights.
Finance
Benefits
Improved Efficiency
Organise and streamline financial workflows for clients and admins.
User-Friendly Templates
Help clients save time with pre-defined withdrawal settings.
Accuracy and Reliability
Detailed wallet data ensures precision in every transaction.
Why Choose B2CORE for Financial Management?
01
Scalability
Built to serve small brokerage startups and multinational financial firms.
02
Customisability
Incorporates personalised settings for better brand presence and user experience.
03
Transparency
Clarity across the board to promote user confidence and foster trust-based relationships.
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.
Finance
Enhance user experience by simplifying financial analysis and management. Transactions