交易
财务透明的一站式方案
准确监控、分析并管理用户交易，同时确保严密安全。
详尽交易历史
在一处查看入金、出金、转账、兑换与余额变更。存储交易日志，并按日期、操作、金额与币种排序活动。
自定义筛选
按类型、日期或币种筛选交易以进行定向分析。基于高级筛选查看并排序交易。
全面报表
生成自定义报表以跟踪财务活动、日志与结算。通过管理员姓名与时间戳等精确详情跟踪变更。
财务
简单钱包管理
组织客户钱包、自动化出金，并简化财务运营。
入金钱包
查看为客户生成的加密货币钱包。访问钱包详情，包括方式、币种与公钥地址。
出金钱包
审阅用于资金出金的钱包，包括地址与方式。查看重复交易的已保存模板。
已保存模板
允许客户创建出金模板以简化重复任务。查看保存日期、支付系统与 JSON 格式数据等模板详情。
有序钱包管理
按类型对钱包分组，并为每种方式与币种提供详尽概览。
交易
优势
提升透明度
详尽日志减少财务运营中的模糊性。
高效分析
自定义筛选在审计与审阅时节省时间。
完全控制
通过实时洞察掌握每一笔交易。
财务
优势
提升效率
为客户与管理员组织并简化财务工作流。
易用模板
借助预定义出金设置帮助客户节省时间。
准确性与可靠性
详尽钱包数据确保每笔交易精准。
为何选择 B2CORE 做财务管理？
01
可扩展性
专为小型经纪初创公司与跨国金融机构而建。
02
可定制性
融入个性化设置，提升品牌呈现与用户体验。
03
透明度
全面清晰，增强用户信心并建立信任关系。
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.
