核心功能
授权日志
跟踪并审阅全部后台用户的登录尝试。查看登录尝试详情，包括 ID、邮箱、IP 地址、结果与日期。
设备管理
监控用于访问 B2CORE 后台的设备。显示已连接设备数据，包括 ID、邮箱、设备、状态与上次登录。
双重认证（2FA）
增强登录安全，并在后台配置 2FA 设置。启用支持的 2FA 方式，包括短信与 Google Authenticator。
管理面板 IP 白名单
将 Back Office 登录限制为受信任的 IP 地址或子网。不含当前 IP 的列表无法保存，因此不会把自己锁在外面。空列表允许任何 IP。
会话管理
监控并管理全部后台用户的活跃会话。查看登录详情，包括邮箱、IP 地址、时间与设备信息。
密码策略
为所有 Back Office 用户设定严格的密码要求。配置最小长度和复杂度。
基于角色的访问控制（RBAC）
基于角色与组织层级控制并分配权限。限制对敏感后台部分的访问，以确保安全合规。
密码轮换
Back Office 用户每 30 天更换一次密码，每个人也可以随时更改自己的密码。
员工邮箱域名
将新的 Back Office 账户以及之后的邮箱变更限制在您自己的域名内。
系统日志
查看是谁更改了关键记录。
最近登录
用户表显示每位 Back Office 用户的最近登录时间，因此容易发现不活跃的账户。
为何在 B2CORE 中使用安全管理？
实时监控
立即检测并响应未授权访问尝试。
设备控制
确保仅可信设备访问您的后台。
访问限制
借助基于 IP 的控制与基于角色的访问保护敏感信息。
先进认证
借助 2FA（短信、Google Authenticator）增加额外防护层。
增强用户合规
实施密码策略以保持强安全实践。
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.
