品牌化客户注册表单
应用您的徽标、背景与表单以匹配品牌形象。
在整个注册流程中保持对国家可见性的完全控制。
核心功能
字段控制
调整注册资料中的字段顺序，将任一字段设为选填或必填，并收集州/省、城市和邮政编码。
字段规则
将姓名和地址限制为拉丁字符，设置最低年龄和密码确认。迁移时，现有资料保持原有行为。
邮箱检查
检查邮箱域名是否存在并能接收邮件。ZeroBounce 为可选项，并使用您自己的账户。
国家信息
在系统中分配唯一 ID 以及官方国家与首都名称。纳入 ISO 3166-2 与 ISO 3166-3 等字母数字代码国际标准。
货币详情
使用标准三字母货币代码分配官方货币名称。正确使用货币辅币单位（如美分与便士）。
地区分类
使用 UN M49 等区域代码识别更广的地缘政治区域。使用次区域代码在主区域内进行更简单的分类。
可见性设置
使用开关决定国家是否出现在注册表单中。在注册或开户时配置可见与隐藏国家。
运作方式
01
启用或禁用国家
控制客户注册流程中可见国家列表。
02
导出国家数据
以 CSV 或 Excel 格式下载列表，便于离线审阅或存档。
03
简化国家管理
配置国家可见性，无需担心添加或编辑数据。
为何使用国家管理功能？
合规
确保仅批准的国家可用于客户注册。
定制能力
按业务与运营需求定制注册流程。
效率
快速管理可见性设置，保障顺畅用户体验。
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 Traders 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.
