B2CORE 移动应用概览：如何提升您的运营效率？

Managing a brokerage firm, especially when you run a multi-asset platform and must continuously track performances and trends, and implement changes quickly — we help you simplify this task!

Using our mobile back-office app, you can manage accounts and activities faster and from anywhere, making it one of the fastest-growing FinTech solutions in our ecosystem.

The B2CORE mobile app is a comprehensive SaaS that empowers you to streamline operations, manage transactions, onboard clients, and ensure compliance in one CRM dashboard. Let’s review how it works and how you can use it to your benefit.

Key Takeaways

• The B2CORE app offers a sophisticated trading cabinet and advanced dashboards for brokers and traders.
• B2CORE offers a feature-rich CRM system to equip you with accurate analytics, regulatory compliance, account management, financial transaction monitoring, and security protocols.
• You can download the B2CORE mobile application on Android and iOS devices, or get a custom APK file for a unique build.

Manage Your CRM Through The B2CORE Mobile App

The B2CORE app is the go-to solution for brokerages and investing platforms looking to consolidate all their activities in one interface, replacing the traditional, hectic approach of multiple systems, devices, and accounts. The result: attracting more investors, boosting trading activities, and growing your earnings!

You can manage user accounts, control the onboarding process, integrate payment processors, analyse performances, and many more functions in a single mobile app.

Packed with key advantages, including smooth navigation, real-time insights, and easy access to platforms like MetaTrader, B2CTRADER, cTrader, and DXTrade, you can manage your activities easily using the B2CORE mobile app.

Whether you are launching a brokerage startup and looking for scalable solutions or running a multi-asset trading platform and looking for a feature-rich dashboard, B2CORE is the best mobile trading app to cater to your complex needs and ensure a hassle-free experience.

How does the B2CORE mobile app stand out from the competition? Here are 4 reasons why: 

Comprehensive Account Management

A paramount feature of the B2CORE application is its all-in-one approach, simplifying your account management and enabling you to control all aspects of your brokerage settings without having to switch to the web version.

Unlike most traditional CRM applications that require you to log in to the Web interface to conduct key functionalities, we enable you to track platform activities, generate reports, conduct transactions, and open, manage, and switch between accounts seamlessly from anywhere.

Seamless, Ongoing Updates

This year alone, we have rolled out five major updates for the B2CORE mobile app across iOS and Android, with many more improvements that happen in the background.

This means that you will always be on track with the latest market trends, industry updates, and recent standards. Take a look at the recent updates mentioned below:

• In B2CORE Android V2.6.0, we introduced Bonuses as a crucial feature to attract new customers and boost trading activity, besides key UI improvements and onboarding optimisations.
• In B2CORE iOS V1.29.0, we added 16 new interface languages to reach new audiences and revamped many interfaces to enhance your navigation experience.

Enhanced Security Features

The B2CORE app offers multiple security features to protect user data and funds, with login features like two-factor authentication (2FA) and biometric credentials.

You can implement multi-layer security settings to prevent unauthorised access, while traders benefit from secure fund storage. The app also supports session monitoring to track active logins.

Integrated Customer Support

B2CORE’s app integrates Zendesk to enhance customer support, allowing you to provide real-time assistance to traders through support tickets, access to FAQs, and live chat assistance within the app.

It supports AI-powered ticketing, e-mails, phones, live chat, social media and self-service portals to respond to clients’ questions, which can be directly purchased and added to the B2CORE CRM interface.

Additionally, users can access Zendesk’s Knowledge Base, which is available on the ​B2CORE app, to find answers to common questions without waiting for the customer service team.

Trusted by Top-Tier Brokerages — Here’s Why

It’s not about meeting industry standards but about pushing user expectations and setting new trends. We achieve this by incorporating cutting-edge technologies that enable you to extend your Back Office capabilities beyond standard CRM operations.

These features include:

• Introducing Broker module.
• Regulatory compliance.
• Easy deposits & withdrawals.
• Passive income & savings.
• Custom user onboarding.
• Crypto wallet integrations.

This comprehensive suite of features is designed to enhance trading and brokerage operations. Here’s how they work.

Grow Your Client Base with IB Modules

“Introducing Broker” is a crucial feature that most brokers look after. It allows you to partner with professional affiliates who bring new clients to your brokerage platform, resulting in lower acquisition costs.

B2CORE offers a powerful Introducing Broker (IB) module, where you can efficiently manage the partners and affiliates network, create commission structures, and set up multi-tier reward systems to expand your reach.

With real-time, transparent commission tracking, you can monitor partner performances and build long-lasting relationships to boost your business in the long term.

The app also automates rebate calculations, making it easier for you to track IBs earnings, with the ability to customise referral schemes and manage partner relationships directly through the platform.

Integrate an intuitive IB system into your platform and explore more ways to enhance client acquisition and boost revenues. 

Go Global with Flexible Compliance Systems

B2CORE ensures your activities are fully compliant with financial regulations through advanced compliance tools, including built-in KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures to streamline client verification.

You can set automated compliance checks to reduce manual workload and ensure full adherence to regulatory requirements. The system also supports document verification and risk assessment tools, enabling you to maintain operational transparency.

By integrating these measures, B2CORE enables you to meet industry standards and attract expert traders seeking secure trading platforms.

Effortless Deposit & Withdrawal Experience

B2CORE simplifies financial transactions with a seamless deposit and withdrawal system using multiple payment options. Traders can fund their accounts using bank transfers, cryptocurrencies, and e-wallets.

The app ensures quick processing times, with automated verification to reduce delays. You can manage payment gateway integrations efficiently, ensuring secure and hassle-free transactions.

With transparent fee structures and real-time transaction tracking, users have complete visibility over their funds, enhancing the trading experience and ensuring a smooth and efficient financial ecosystem.

Endless Opportunities with Savings & Passive Income

B2CORE includes a ‘Passive Income & Savings’ module, enabling traders to earn returns on idle crypto assets like traditional bank savings accounts.

For you, it means better reach, higher activity, and more earnings!

You can offer custom interest rates and investment plans according to market demand and preference changes to enhance client engagement and retention. This system is fully integrated within the app, providing easy access to savings accounts without switching to the web interface.

Guided Onboarding Process

B2CORE simplifies the onboarding process with an intuitive, step-by-step registration system with a QR code login feature. New users are guided through account creation, KYC verification, and initial setup, ensuring a smooth start directly from the app.

The app provides you with automated KYC and AML compliance checks, reducing manual intervention while ensuring regulatory adherence. Traders can quickly upload necessary documents, receive verification updates in real time, and gain full access to their accounts without delays.

Crypto Wallet Management

With the growing popularity of cryptocurrency, we rode the wave of digital assets, crypto transfers, and cryptocurrency settlements.

B2CORE offers built-in crypto wallet management, allowing traders to store, send, and receive digital assets securely. The wallet supports multiple cryptocurrencies, enabling seamless transactions without the need for third-party applications.

Boost your capabilities with a modern Currency Exchange Module that supports fiat/crypto, crypto/fiat, and crypto/crypto transactions, and settle transactions in your preferred currency.

Integrating Top Trading Platforms

By getting B2CORE, you gain access to multiple trading platforms, including B2TRADER, cTrader, MetaTrader, Centroid, and DXTrade — more variety attracts more clients!

These integrations ensure a seamless trading experience, combining advanced tools, access to liquidity, and automation features.

B2TRADER

The mobile app integrates with B2TRADER, a powerful multi-asset trading platform that provides spot and CFD crypto and Forex trading, over 1,500 financial instruments, and real-time access to liquidity.

This allows you to offer a fully-fledged trading environment where investors can execute orders instantly across 10 asset classes, coupled with the best rates and conditions. B2TRADER ensures seamless trading while maintaining high-speed execution and deep market depth.

cTrader

cTrader is directly available on the B2CORE app, enhancing mobile trading and providing advanced charting tools, order execution capabilities, and algorithmic trading options.

The platform supports one-click trading, depth of market (DOM) analysis, and automated strategies via cAlgo. It is renowned for its intuitive navigation and detailed equity graphics for improved decision-making.

MetaTrader

B2CORE connects MetaTrader 4 and MetaTrader 5 via its mobile app, two of the most widely used trading platforms developed by MetaQuotes.

This enables access to high-performance software, expert advisors (EAs), custom indicators, and advanced risk management tools. This empowers your users to analyse price movements, execute trades, and manage portfolios efficiently from within the B2CORE mobile app.

Centroid

The Centroid integration enhances access to liquidity aggregation and advanced risk planning. With real-time analytics, automated reporting, and connectivity to multiple liquidity providers, users can enjoy optimal execution quality.

This helps you manage risk effectively while offering your traders high-speed order routing and execution stability.

DXTrade

The DXTrade integration offers a flexible and customisable trading environment, offering more options to pursue financial goals.

With an intuitive user interface, DXTrade offers powerful risk management tools, multi-asset trading support, and seamless order execution. Users can benefit from real-time portfolio tracking and accurate trade analytics, ensuring an efficient trading experience.

How to Get The B2CORE Mobile Application?

Getting started with the B2CORE mobile app is simple. Both the iOS and Android applications are directly available from the B2CORE interface. Start now and scan the QR code or click the download link without logging in to any store.

You can find the ​B2CORE iOS app directly on the App Store for faster accessibility.

Alternatively, Android users can enjoy a dedicated APK build, which can be customised to suit specific business needs.

The B2CORE Android App can be prepared in three simple steps:

1. Submit a request: Contact your account manager to initiate the custom app setup to suit your unique requirements.
2. App configuration: Our developers will configure and customise the app for your business within a few days.
3. Publish your app: Add your Android app’s download link to your website and let your clients directly access it without Google Play registration.

Scale Your Clients’ Experience with B2CORE Mobile App

The B2CORE mobile app is an essential tool for brokers and traders, offering an all-in-one solution for an enhanced trading account interface, financial management, and accurate performance tracking.

With cutting-edge security features, an intuitive interface, and crucial integrations, B2CORE simplifies trading operations on the go.

Its comprehensive design enables you to enjoy seamless client management, regulatory compliance, and operational efficiency while offering traders secure, easy access to financial markets.