主要功能
匯率總覽
檢視與特定匯率關聯的平台或支付供應商。輕鬆開關匯率以控制活動狀態與對使用者的可用性。設定供應商基準與報價貨幣以進行兌換，支援多選。
詳盡匯率設定
客製匯率名稱以便追蹤與識別。為需授權的供應商定義連線參數。即時驗證並確認供應商連線設定。
運作方式
01
存取與總覽
前往匯率區段，探索可用供應商專屬匯率的詳盡清單。
02
自訂設定
調整幣別並設定供應商連線，以符合業務與授權要求。
03
啟用／停用匯率
一鍵啟用或停用特定匯率，立即掌控並保有營運彈性。
匯率管理效益
精簡營運
從單一平台管理供應商專屬匯率與幣別。
強化掌控
輕鬆啟用或停用匯率，維持最新設定。
即時驗證
使用測試連線功能，確保供應商整合無縫。
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.
