B2CORE Solutions
Advanced Back Office Solutions for Banks and Hedge Funds
B2CORE provides cutting-edge infrastructure and client management tools for banks, hedge funds, and other financial institutions.
Key Features
Powerful Tools
Top Features for Banks & Hedge Funds
Leverage B2CORE’s advanced CRM infrastructure for maximum operational excellence.
Free Client Cabinet
Manage institutional and high-net-worth clients with a secure, streamlined platform.
WebAPI Integrations
Access real-time data and seamless integrations to boost system functionalities.
Custom Reporting Tools
Generate detailed reports with actionable insights tailored for high-end investors.
Reliable Operations
Technical Precision for Institutional Finance
Fine-tuned systems to meet the rigorous demands of institutional trading and wealthy client management.
Robust Infrastructure
Handle high-frequency trades, large transaction volumes, and complex workflows without delays.
Top-Notch Support Tools
Elevate your operational functionality with proactive, multilingual technical support.
Seamless Mobile App
Empower clients to access and manage their accounts from anywhere via the app.
Back Office and Integrations
Institutional-Grade Solutions
Simplify and optimise institutional operations with powerful tools and integrations.
Comprehensive Back Office
Manage compliance, onboarding, and high-volume transactions more efficiently through a single interface.
Enterprise-Class Integrations
Connect with tools like Salesforce, Zendesk, and Slack to enhance internal collaboration and client service.
Automation for Efficiency
Automate repetitive tasks like document management and transaction processing to focus on strategic growth.
Why Choose B2CORE for Banks & Hedge Funds?
Tailored for Institutions
Built to handle the unique complexities of banking and hedge fund operations.
Compliance-Ready
Designed to incorporate regulatory standards and compliance tools more effortlessly.
Scalable Solutions
Highly adaptive systems to respond to market changes swiftly and without downtime.
Enhanced Security
Compliant security and data management protocols to safeguard user data and funds.
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.
Ready to Streamline Your Institutional Operations?
Get Started with B2CORE Trader’s Room Today.