核心功能
出金方式
通过完全配置的出金方式、优先级、分组、标题与名称获得全面控制。支持多币种，并按可用网关分配关联支付服务商。从后台启用与禁用方式以便管理。
详尽管理
定制出金方式的名称、图标、分组与优先级。配置服务商设置并添加自定义字段或汇率提供商。设置支付 PSP 与交易佣金及币种。
出金分组
通过方式分组与批量启用或禁用简化运营。以名称、描述与类型（加密或法币）标识每个分组。按偏好优先排列方式分组的展示顺序。
提款限额编辑器
在不同标签页中，为每个验证等级设置提款、存款和内部转账限额。关闭任一限额时不会丢失数值。刻度显示哪些金额自动处理、哪些送审、哪些被拦截。
自动审批决定
每笔付款申请都会说明未自动批准的原因，并显示客户相对每个限额的成交量。
为何选择 B2CORE 做出金管理？
01
可定制配置
按业务需求定制每种出金方式。
02
增强安全
借助 IP 白名单与凭证验证保障安全运营。
03
友好界面
以图标、描述与优先列表提供清晰出金选项。
04
运营效率
将方式组织为可管理分组，简化工作流。
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.
