通过 API 管理客户账户,包括创建、更新与详情查询。
连接 MetaTrader 4/5 或 cTrader 等交易平台,实现实时成交与报告。
通过安全 API 端点自动化入金、出金与转账。
生成并获取定制报告,深入洞察业务运营。
借助 API 支持的风险管理工具执行交易限额并监控客户活动。
集成 B2BINPAY、PayPal 或 BridgerPay 等支付系统,实现高效处理。
自动化交易与后台运营,提升效率。
启用定制工作流,实现更顺畅的交易与报告。
实时监控交易活动并管理参与者数据。
精简跨外汇、CFD、加密等领域的流程。
Web API 采用先进安全协议构建,包括基于令牌的认证、加密与基于角色的访问控制,保护数据与运营。
访问广泛 API 方法,管理账户、财务与交易活动。
将 B2CORE 连接至现有系统,轻松构建定制工作流。
自动化日常流程,减少人工错误并提高准确性。
易用 API 文档,助力开发者顺利实施与维护集成。
确保系统间准确及时的数据交换,支持更好决策。
Frequently Asked
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.