核心功能
推荐统计
获取推荐活动的详细报表，包括注册、转化与客户表现。
以最高透明度与问责性实时更新合作伙伴业绩指标。
结算跟踪
通过自动计算与详细付款日志监控并管理 IB 与联盟计划的结算。
为复杂合作伙伴网络创建多层佣金结构，更高效地扩展与管理推荐计划。
推荐链接
允许合作伙伴直接从其门户生成唯一推荐链接。
创建并分发品牌横幅，加强推广并吸引更多客户。
详细报表
交易
查看每项推荐活动，包括交易、客户、平台、品种、手数、方向、状态与时间。
奖励
跟踪已发放结算及其客户 ID、层级、交易 ID、金额与时间戳。
筛选
设置自定义筛选，按日期、平台、客户、层级、品种或状态分析。
导出
将报表下载为 CSV 或 PDF，用于本地或云端存储。
简化合作伙伴协作
01
专用仪表盘
利用先进工具在一个界面监控业绩、跟踪收益并管理推荐。
02
自动结算
借助自动佣金跟踪与发放，确保付款准确及时。
03
推广工具
为合作伙伴提供全面工具包，生成品牌横幅与自定义链接，最大化营销触达。
04
实时数据
分析活动模式以识别趋势，并提供可提升潜力的个性化服务。
为何选择 B2CORE 合作伙伴门户？
01
提升合作伙伴效率
为 IB 与联盟合作伙伴配备成功所需的全部工具，扩展您的网络。
02
增强透明度
利用清晰报表与活动日志建立信任，促进长期关系。
03
简化计划管理
自动结算、发放奖励，并以最高透明度精简合作伙伴财务监管。
04
可扩展方案
处理任意规模网络，从少数联盟到多层 IB 结构。
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.
