B2CORE Back Office
Set up, organise, and manage all payout methods more seamlessly, highlighted by efficient and transparent processes for handling client transactions in the Back Office.
Gain complete control with fully configured payout methods, priorities, groups, captions, and names. Support multiple currencies and assign linked payment providers per available gateways. Enable and disable methods from the Back Office for easier management.
Customise payout methods’ names, icons, groups, and priorities. Configure provider settings and add custom fields or rate providers. Set payment PSP and transaction commissions and currencies.
Streamline operations with method grouping and bulk enabling or disabling. Identify each group with names and descriptions and type (crypto or fiat). Prioritise the display order of method groups to align with your preferences.
Set withdrawal, deposit, and internal-transfer limits for each verification level, on separate tabs. Turn any limit off without losing its value. A scale shows which amounts are processed automatically, sent for review, or blocked.
Each payout request explains why it was not approved automatically and shows the client’s turnover against each limit.
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Tailor each payout method to match your business requirements.
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Leverage IP whitelists and credential validation for secure operations.
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Provide clear payout options with icons, descriptions, and prioritised listings.
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Organise methods into manageable groups for streamlined workflows.
B2CORE
The admin side of B2CORE: clients, accounts, payments, and reporting managed from one brokerage back office.
How the client Traders Room and the admin back office work together in one CRM.
Frequently Asked
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.
Ensure seamless and accurate client withdrawals with B2CORE and simplify your payout management with advanced control and customisation tools today!