交易
財務透明度一站式解決方案
準確監控、分析並管理使用者交易，同時確保嚴密安全。
詳盡交易紀錄
在同一處檢視入金、撥款、轉帳、兌換與餘額變更。儲存交易日誌，並依日期、操作、金額與幣別排序活動。
自訂篩選
依類型、日期或幣別篩選交易以進行目標分析。以進階篩選檢視並排序交易。
全面報表
產生自訂報表以追蹤財務活動、日誌與結算。以管理員姓名與時間戳等精準詳情追蹤變更。
財務
簡易錢包管理
整理客戶錢包、自動化撥款，並精簡財務營運。
入金錢包
檢視為客戶產生的加密貨幣錢包。存取錢包詳情，包括方式、幣別與公開地址。
出金錢包
檢視用於資金出金的錢包，包括地址與方式。查看重複交易的已儲存範本。
已儲存範本
讓客戶建立出金範本以簡化重複任務。檢視儲存日期、支付系統與 JSON 格式資料等範本詳情。
有序錢包管理
依類型分組錢包，並為每種方式與幣別提供詳盡總覽。
交易
效益
強化透明度
詳盡日誌降低財務營運的模糊性。
高效分析
自訂篩選於稽核與檢視時節省時間。
完整掌控
以即時洞察掌握每筆交易。
財務
效益
提升效率
為客戶與管理員整理並精簡財務工作流程。
友善範本
以預設出金設定協助客戶節省時間。
準確與可靠
詳盡錢包資料確保每筆交易精準。
為何選擇 B2CORE 財務管理？
01
可擴充性
服務小型經紀新創與跨國金融機構。
02
可客製性
納入個人化設定，強化品牌呈現與使用者體驗。
03
透明度
全面清晰，提升使用者信心並培養信任關係。
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.
