品牌化客戶註冊表單
套用標誌、背景與表單，以符合品牌識別。
在整個註冊流程中完整掌控國家可見性。
主要功能
欄位控制
調整註冊資料中的欄位順序，將任一欄位設為選填或必填，並收集州／省、城市和郵遞區號。
欄位規則
將姓名和地址限制為拉丁字元，設定最低年齡和密碼確認。遷移時，現有資料保持原有行為。
電子郵件檢查
檢查電子郵件網域是否存在並能接收郵件。ZeroBounce 為選用項目，並使用您自己的帳戶。
國家資訊
在系統中指派唯一 ID 與官方國家及首都名稱。納入 ISO 3166-2 與 ISO 3166-3 等國際標準字母數字代碼。
幣別詳情
指派官方貨幣名稱與標準三字母貨幣代碼。使用正確的貨幣輔幣單位（分與便士）。
區域分類
使用 UN M49 等區域代碼識別更廣泛的地緣政治區域。使用次區域代碼於主區域內簡化分類。
可見性設定
以開關決定國家是否出現在註冊表單。在註冊或帳戶設定期間設定可見與隱藏國家。
運作方式
01
啟用或停用國家
控制客戶註冊流程中可見國家清單。
02
匯出國家資料
以 CSV 或 Excel 格式下載清單，供離線檢視或存檔。
03
簡化國家管理
設定國家可見性，無需擔心新增或編輯資料。
為何使用國家管理功能？
合規
確保僅核准國家可供客戶註冊。
客製化
量身打造註冊流程，符合業務與營運需求。
效率
快速管理可見性設定，打造流暢使用者體驗。
B2CORE
Where This Fits in B2CORE
Back-Office Management System
The admin side of B2CORE: clients, accounts, payments, and reporting managed from one brokerage back office.
B2CORE Traders Room Overview
How the client Traders Room and the admin back office work together in one CRM.
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.
The Traders Room (also called client cabinet or client portal) is the client-facing part: where traders register, pass KYC, fund wallets, and open trading accounts. The CRM is the whole system around it — the admin back office, client records, payment integrations, partner module, and reporting. B2CORE is one product that includes both.
Yes. The web Traders Room, iOS and Android apps, emails, and partner portal carry your logo, colours, domain, and language set. Clients see your brokerage brand; B2CORE runs underneath.
Yes. B2CORE is sold as cloud SaaS plans on B2STORE with free setup, same-day activation, and deposit-based fees. The same product can also be deployed as a dedicated installation through B2BROKER.
Yes. The core — clients, KYC, payments, back office — is shared. Forex brokers connect MetaTrader 4, MetaTrader 5, or cTrader accounts and fiat PSPs; crypto brokers add crypto wallets, on-chain deposits and withdrawals, and spot conversion. Multi-asset brokers run both from the same Traders Room.
They are two sides of one database. Every request a client makes in the Traders Room — a deposit, a withdrawal, a new trading account, a KYC upload — appears in the back office for staff to approve, manage, and report on.
