核心功能
OTC 公司专用工具
探索专为场外交易平台设计的广泛风险与管理工具，聚焦成交、实时定价与自动结算。
高效交易管理
执行大额交易，同时控制成交参数、报价与结算。
实时定价
获取精准定价工具，确保有竞争力的费率与透明度。
客户入驻
借助无缝 KYC/AML 集成简化入驻，快速进入市场。
灵活支付系统
接受多种支付方式，包括银行转账与加密/法币。
结算与报告
精简报告与分析，确保准确记录与及时更新。
专为 OTC 公司独特需求打造
以行业领先方案应对场外交易的复杂性。
强大交易引擎
确保可靠、低延迟成交与实时更新，实现最佳客户满意度。
先进风险控制
实时监控客户持仓并执行限额，抵御市场波动。
全面分析
获取深度数据以分析表现、识别趋势并优化策略。
多资产能力
支持加密、法币、CFD 及投资者所需的其他工具。
OTC 后台与集成
从功能完备、集成齐全的单一平台管理全部运营。
统一后台
通过单一界面控制从成交到客户支持的全部活动。
无缝集成
连接交易平台、支付网关与 CRM 工具，精简工作流。
自动合规
以自动合规协议与详细审计报告确保监管遵循。
为何为 OTC 业务选择 B2CORE？
高效运营
以无与伦比的速度与准确性管理交易、客户与结算。
风险管理
借助先进监控工具与实时分析最大限度降低敞口。
增强客户体验
为客户提供直观工具，实现无缝交易体验。
快速扩展
拓展新市场或资产类别时更轻松地成长。
当代技术
凭借持续更新与前沿功能获得竞争优势。
OTC 公司为何选择 B2CORE？
精简成交
借助直观平台轻松管理复杂场外交易活动。
精准洞察
获取实时市场数据、跟踪财务运营并获得可执行策略。
增强风险管理
探索控制措施并设置交易限额，保护公司与客户。
端到端自动化
通过自动化入驻、合规与报告等任务节省时间并减少错误。
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.
