方案設定
輕鬆為 MT4/MT5 平台設定並管理現金回饋方案。
彈性管理
從後台輕鬆啟用或停用現金回饋方案。
現金回饋金額
定義每交易手固定費率，以整數或小數精確表示。
現金回饋幣別
指定現金回饋計算與撥款規則所用幣別。
帳戶目的地
將現金回饋發放至交易帳戶（MetaTrader）或個人帳戶（錢包）。
商品與帳戶允許範圍
以可客製選項微調現金回饋資格。
忽略的商品
將特定商品排除於現金回饋計算之外。
群組允許
選擇符合現金回饋資格的帳戶群組。
帳號允許
指定特定 MT 帳戶號碼參與現金回饋。
動態層級提升獎勵
依交易量門檻提供更高現金回饋費率。
層級管理
定義含成交量要求與對應更高回饋費率的層級。
彈性
動態調整層級，激勵高交易活動。
追蹤
監控各層級的建立與修改時間戳。
運作方式
01
設定現金回饋偏好
設定固定現金回饋費率、選擇資格條件，並定義幣別、商品與帳戶群組。
02
監控並管理層級
為更高交易量建立分層獎勵，以累進現金回饋鼓勵參與。
03
自動入金
依每日已平倉部位自動計算現金回饋，並於次日發放。
現金回饋獎勵效益
提升客戶留存
獎勵活躍交易者並提升忠誠度。
透明度
提供清楚獎勵結構與自動計算。
客製化
依業務模式量身打造現金回饋方案。
效率
以自動化流程減少人工干預。
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.
