核心功能
汇率概览
查看与特定汇率关联的平台或支付服务商。轻松切换汇率以控制活动状态及对用户的可用性。为兑换设置提供商的基础与报价货币，支持多选。
详尽汇率设置
定制汇率名称以便更好地跟踪与识别。为需授权的提供商定义连接参数。实时验证提供商连接设置。
运作方式
01
访问与概览
找到汇率部分，并浏览可用提供商专属汇率的详尽列表。
02
自定义配置
调整币种并配置提供商连接，以满足业务与授权要求。
03
启用/禁用汇率
一键启用或停用特定汇率，立即获得控制与运营灵活性。
汇率管理的优势
简化运营
从一个平台管理提供商专属汇率与币种。
增强控制
轻松启用或停用汇率，保持配置最新。
实时验证
使用测试连接功能确保提供商集成顺畅。
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.
