Platform
B2CORE Platform
Discover B2CORE — Your all-in-one CRM solution to streamline operations, enhance client management, and oversee financial activities from a single, customisable dashboard.
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Platform Features
Discover a wide range of features and functionalities that will boost your business activities and brokerage experience.
Trading Platforms
Integrate your brokerage with leading trading platforms to attract more users and improve the trading experience.
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Deposits
Offer your clients a wide range of funding methods that emphasise transparency and security.
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Wallets
Create fiat and crypto wallets and manage transactions more efficiently.
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Withdrawals
Offer intuitive withdrawal options at customisable conditions and maximum security.
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Partner Portal
Equip your Affiliates and Introducing Brokers with dedicated tools that support growth and transparency.
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Admin Dashboard
Explore a powerful command centre combining all brokerage and financial activities in one comprehensive interface.
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Currency Conversion
Simplify currency management for your clients with B2CORE’s Currency Conversion feature.
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Helpdesk
Provide exceptional customer support with B2CORE’s Helpdesk.
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Bonuses
Boost client engagement and retention with B2CORE’s Bonus Management System.
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Marketing Tools
Elevate your client engagement and promotional efforts with B2CORE’s Marketing Tools.
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Savings
Empower your clients to grow their wealth with B2CORE’s Savings feature.
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Profile Page
Simplify client management with the comprehensive Profile Page in B2CORE.
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Registration
Simplify and secure the onboarding process for your clients with B2CORE’s Registration system.
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KYC Registration Process
Ensure compliance and secure onboarding with B2CORE’s KYC Registration Process.
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Two-Factor Authentication
Enhance security for your clients and your business with B2CORE’s Two-Factor Authentication.
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Device Management
Take control of account security with B2CORE’s Device Management feature.
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Anti-Phishing
Protect your clients and your platform with B2CORE’s Anti-Phishing feature.
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Feedback Forms
Enable clients to share feedback directly through B2CORE’s built-in forms.
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Deep Customisation
Deliver a personalised experience to your clients with B2CORE’s Customisation Features.
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Custom Token Support
Expand your platform's capabilities with B2CORE’s Custom Token Support.
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Language Selection
The B2CORE platform offers a seamless multi-language experience to cater to a global audience.
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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 Platform
Get your hands on the best CRM platform that will boost your financial and administrative activities