主要功能
撥款方式
以完整設定的撥款方式、優先順序、群組、標題與名稱掌握完整控制。支援多幣別，並依可用閘道指派連結的支付供應商。從後台啟用與停用方式，管理更輕鬆。
詳盡管理
客製撥款方式的名稱、圖示、群組與優先順序。設定供應商組態並新增自訂欄位或匯率供應商。設定支付 PSP 與交易佣金及幣別。
撥款群組
以方式分組與大量啟用或停用精簡營運。以名稱、說明與類型（加密或法幣）識別各群組。排定方式群組顯示順序以符合偏好。
為何選擇 B2CORE 撥款管理？
01
可客製設定
量身打造各撥款方式以符合業務需求。
02
強化安全
運用 IP 白名單與憑證驗證確保安全營運。
03
友善 UI
以圖示、說明與優先清單提供清楚撥款選項。
04
營運效率
將方式整理為可管理群組，精簡工作流程。
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.
