B2CORE Back Office
Transaction Management
Streamline financial monitoring with a comprehensive view of all deposits, withdrawals, transfers, and exchanges within B2CORE’s Transaction Management.
Key Features
Detailed Transaction Information
Transaction ID: unique identifier for each transaction. Client ID: identifier of the client associated with the transaction. Type: categorises the transaction as a deposit, withdrawal, transfer, or exchange.
Source Management
Source Currency: the currency from which the transaction originates. Source Amount: the transaction value in the source currency. Source Commission: the commission charged in the source currency.
Destination Details
Destination Currency: the currency to which the transaction is converted. Destination Amount: the transaction value in the destination currency. Destination Commission: the commission charged in the destination currency.
Transaction Status
Status: real-time status update of the transaction for more clarity. Transparency: accurate tracking and resolution mechanisms. Date: clear timestamps indicating when the transaction was initiated.
Additional Features
Comprehensive Filters
Easy way to sort and filter transactions by type, status, client, or date to find the needed information.
Real-Time Refresh
Transaction statuses are updated live to promote transparency and enable prompt action.
Audit Trail
Detailed logs to support compliance by tracking every transaction process and change.
Why Choose B2CORE Transaction Management?
01
All-in-One Monitoring
Manage deposits, withdrawals, transfers, and exchanges from a unified interface.
02
Precision and Accuracy
Robust tools for tracking transaction statuses, commissions, and conversions.
03
Improved Efficiency
Optimise operational workflows and minimise manual errors with centralised data.
04
Enhanced Client Satisfaction
Resolve transaction issues effortlessly to maintain smooth client interactions.
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 Transaction Management
Simplify transaction tracking and auditing using seamless and accurate tools today!