Back Office B2CORE
Gestão avançada de segurança
Proteja a sua plataforma e os dados dos utilizadores com ferramentas e configurações avançadas para limitar o acesso não autorizado e garantir compliance total de segurança com o B2CORE.
Principais recursos
Logs de autorização
Acompanhe e reveja tentativas de login de todos os utilizadores do Back Office. Veja detalhes das tentativas, incluindo ID, email, endereço IP, resultado e data.
Gestão de dispositivos
Monitore dispositivos usados para aceder ao Back Office do B2CORE. Apresente dados de dispositivos ligados, incluindo ID, email, dispositivo, estado e último login.
Autenticação de dois fatores (2fa)
Reforce a segurança do login e configure definições 2FA no Back Office. Ative métodos 2FA suportados, incluindo SMS e Google Authenticator.
Lista branca de ip do painel de administração
Restrinja o acesso ao Back Office a endereços IP ou sub-redes de confiança. Uma lista que exclui o IP atual é rejeitada, para não ficar bloqueado. Uma lista vazia permite qualquer IP.
Gestão de sessões
Monitore e faça a gestão de sessões ativas de todos os utilizadores do Back Office. Veja detalhes de login, incluindo email, endereço IP, hora e informação do dispositivo.
Política de palavras-passe
Defina requisitos fortes de palavra-passe para todos os utilizadores do Back Office. Configure o comprimento mínimo e a complexidade.
Controlo de acesso baseado em funções (rbac)
Controle e atribua permissões com base em funções e hierarquia organizacional. Limite o acesso a secções sensíveis do Back Office para garantir compliance de segurança.
Rotação de palavras-passe
Os utilizadores do Back Office mudam a palavra-passe a cada 30 dias, e cada pessoa pode mudar a sua a qualquer momento.
Domínios de email da equipa
Limite as novas contas do Back Office, e as alterações posteriores de email, aos seus próprios domínios.
Diário do sistema
Veja quem alterou os registos importantes.
Último acesso
A tabela de utilizadores mostra quando cada utilizador do Back Office acedeu pela última vez, pelo que as contas inativas são fáceis de identificar.
Porquê usar a gestão de segurança no B2CORE?
Monitorização em tempo real
Detete e responda a tentativas de acesso não autorizado de imediato.
Controlo de dispositivos
Garanta que apenas dispositivos de confiança acedem ao seu Back Office.
Restrições de acesso
Proteja informação sensível com controlos baseados em IP e acesso baseado em funções.
Autenticação avançada
Adicione uma camada extra de proteção com 2FA (SMS, Google Authenticator).
Compliance reforçado dos utilizadores
Implemente políticas de palavras-passe para manter práticas de segurança fortes.
B2CORE
Where this fits in B2CORE
Back-office management system
The admin side of B2CORE: clients, accounts, payments, and reporting managed from one brokerage back office.
B2CORE Trader's Room overview
How the client Traders Room and the admin back office work together in one CRM.
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 a gestão de segurança do B2CORE
Proteja os seus sistemas e garanta recursos de segurança máximos no Back Office, dados de utilizadores e permissões. Melhore os seus níveis de segurança com o B2CORE hoje!