完整客户洞察
即时获取全部客户账户详情，简化管理。
账户信息
账户 ID
分配唯一标识符以便系统跟踪。
账户号码
轻松引用客户账户。
客户详情
查看客户姓名、状态、邮箱、电话号码与国家。
财务概览
余额
查看 USD、EUR 与合计余额。
可用资金
洞察锁定与可用资金。
杠杆与净值
查看保证金账户的杠杆比率与净值。
附加信息
产品与平台
跟踪账户及其关联服务。
账户类型
将账户归类为个人、交易、演示等。
标签与客户类型
高效组织并查找已筛选账户。
自定义报表设置
通过面向多种业务需求的详尽报表掌握控制权：
报表类型
为不同用途创建报表，包括客户财务、交易、余额与 IB 合作伙伴报表。
调度与自动化
按日、周或月调度简化报表生成，更快获得洞察。
自定义日期范围
选择上周、本月或全部历史等预定义时段，实现更准确的跟踪。
账户详情页
轻松访问每个账户的详细信息。
账户选项卡
查看账户所有者详情、跟踪财务状态，并通过自定义筛选与排序工具访问权限。
交易选项卡
按类型筛选交易，并查看入金、出金与转账的详细记录。
为何选择 B2CORE 做账户管理？
效率
集中跟踪全部客户账户，并支持批量操作。
准确性
通过自定义筛选与报表实现全面数据监控。
可扩展性
灵活界面适配不断增长且交易量大的客户群体。
B2CORE 账户管理如何运作？
01
快速导航
选择入金、出金或转账等交易类型，并查看活动详情。
02
集中控制
执行批量操作以节省时间，并在单一仪表盘查看全部详情。
03
详尽分析
跟踪交易与余额，并生成自定义报表以支持决策。
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.
