核心功能
实时分析
获取关键指标的实时数据，包括：
交易量。
客户活动。
财务表现。
跟踪表现趋势，主动识别机会并应对挑战。
可定制小组件
添加、移除或排列小组件，按业务需求定制仪表盘。
展示与运营最相关的指标、图表与关键绩效指标（KPI）。
集中管理
从一个界面统筹业务各方面：
管理客户账户、联系方式与验证状态。
跟踪收益、收入来源与交易。
创建、调整并扩展介绍经纪人与合作伙伴计划。
交互式报表
借助交互式可视化与图表生成并分析详细报表。
下钻表现图表与数据点，进行深入分析与准确跟踪。
用户优势
效率
在一个地方管理全部关键业务运营，而非在不同界面与应用间切换，节省时间。
灵活性
定制仪表盘，更快抵达常用功能，并展示对业务至关重要的指标。
清晰度
获取经纪业务表现的实时洞察，做出明智决策并把握当前市场机会。
可扩展性
以更低复杂度与最大灵活性扩展业务运营，在不增加额外开销的情况下提升收益。
为何选择 B2CORE 一体化仪表盘？
01
全面掌控
从一个界面更顺畅地管理交易、财务与客户运营。
02
可落地洞察
借助高级分析与报表将原始数据转化为有意义的洞察，更有效地应用策略。
03
可定制且直观
按独特需求创建并定制仪表盘体验，实现更快、更省时的操作。
04
集成且安全
借助广泛的第三方工具集成与行业领先安全协议，扩展平台功能。
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.
