B2CORE Platform
Profile Page
Simplify client management with the comprehensive Profile Page in B2CORE. With easily accessible features, logs, and advanced customisations, profile management has never been easier.
Key Features
Personal Information Management
Allow clients to easily update names, contact information, and address details.
Ensure data accuracy and compliance with regulations.
Activity Tracking
Display a complete history of a client’s deposits, withdrawals, traders, and transfers.
Accurate monitoring of clients’ and admins’ login timestamps and device usage.
Preferences and Settings
Enable users to customise preferences, such as notification and payment methods.
Provide flexible interface customisation with language selection.
Real-Time Data Synchronisation
Ensure that setting updates are applied instantly across the platform.
Provide smoother interoperability between mobile and desktop interfaces.
Security Tools
Offer advanced security, such as two-factor authentication (2FA) setup.
Provide a centralised device management for enhanced account protection.
User Benefits
Convenience
Manage personal details, preferences, and payment methods in one place.
Transparency
Provide clients with a clear overview of their activity and account usage.
Customisation
Allow users to tailor their experience with language and notification settings.
Security
Enhance trust with robust security measures and real-time data updates.
Why Choose B2CORE’s Profile Page?
01
Streamlined Management
Simplify account handling for both clients and administrators.
02
Integrated Features
Combine personal data, preferences, and security tools in a single interface.
03
Scalable Solutions
Support growing client bases with a platform designed for efficiency and usability.
04
Data Security
Protect sensitive information with industry-leading security protocols.
B2CORE
Where This Fits in B2CORE
Traders Room Platform Features
The full index of client-cabinet modules in the B2CORE Traders Room — from registration and KYC to wallets and trading platforms.
B2CORE Forex and Crypto CRM
Traders Room, CRM, and back office in one white-label product for Forex and crypto brokers.
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.
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.
Explore B2CORE’s Profile Page
Empower your clients with a seamless account management experience and instil more transparency and security for admins and clients in a sophisticated interface.