核心功能
货币对概览
按字母顺序查看基础货币与报价货币。轻松切换货币对对客户兑换的可用性。在后台管理管理员级兑换以加强控制。
高级设置
定义从特定提供商获取汇率的优先级。设置单笔兑换操作的最大允许金额。配置手动与自动兑换处理以增强安全。
运作方式
01
管理货币对
前往后台的货币对部分并管理可用货币对。
02
灵活定制
调整基础/报价货币，并设置最大金额、汇率优先级与审批规则。
03
额外控制
管理客户/管理员控制并设置汇率优先级，优化提供商选择。
货币对管理的优势
可定制性
按业务与客户需求定制货币对配置。
运营灵活性
通过管理员审批与最大金额限制控制兑换流程。
提升效率
以可定制优先级无缝集成汇率提供商。
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.
