完整客戶洞察
即時存取所有客戶帳戶詳情，管理更簡化。
帳戶資訊
帳戶 ID
指派唯一識別碼供系統追蹤。
帳戶號碼
輕鬆參照客戶帳戶。
客戶詳情
檢視客戶姓名、狀態、電子郵件、電話號碼與國家。
財務總覽
餘額
查看 USD、EUR 與總餘額。
可用資金
掌握鎖定與可用資金洞察。
槓桿與權益
檢視保證金帳戶的槓桿比率與權益。
其他資訊
產品與平台
追蹤帳戶及其關聯服務。
帳戶類型
將帳戶分類為個人、交易、Demo 等。
標籤與客戶類型
有效整理並找出已篩選帳戶。
自訂報表設定
以因應多元業務需求的詳盡報表掌握控制權：
報表類型
依不同目的建立報表，包括客戶財務、交易、餘額與 IB 合作夥伴報表。
排程與自動化
以每日、每週或每月排程精簡報表產生，更快取得洞察。
自訂日期範圍
選擇預設期間，如上週、本月或完整歷史資料，追蹤更精準。
帳戶詳情頁
輕鬆存取每個帳戶的詳細資訊。
帳戶分頁
檢視帳戶擁有者詳情、追蹤財務狀態，並以自訂篩選與排序工具存取權限。
交易分頁
依類型篩選交易，並檢視入金、出金與轉帳的詳細紀錄。
為何選擇 B2CORE 帳戶管理？
效率
集中追蹤所有客戶帳戶，並支援大量操作。
準確性
以自訂篩選與報表進行全面資料監控。
可擴充性
靈活介面因應成長中的客戶群與高量活動。
B2CORE 帳戶管理如何運作？
01
快速導覽
選擇交易類型，如入金、出金或轉帳，並探索活動詳情。
02
集中控制
執行批次操作以節省時間，並在單一儀表板檢視所有詳情。
03
詳盡分析
追蹤交易與餘額，並產生自訂報表以支援決策。
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.
