主要功能
授權日誌
追蹤並檢視所有後台使用者的登入嘗試。檢視登入嘗試詳情，包括 ID、電子郵件、IP 地址、結果與日期。
裝置管理
監控用於存取 B2CORE 後台的裝置。顯示已連線裝置資料，包括 ID、電子郵件、裝置、狀態與上次登入。
雙重驗證（2FA）
強化登入安全，並在後台設定 2FA。啟用支援的 2FA 方式，包括 SMS 與 Google Authenticator。
管理面板 IP 白名單
將 Back Office 登入限制為受信任的 IP 位址或子網路。不含目前 IP 的清單無法儲存，因此不會把自己鎖在外面。空白清單允許任何 IP。
工作階段管理
監控並管理所有後台使用者的作用中工作階段。檢視登入詳情，包括電子郵件、IP 地址、時間與裝置資訊。
密碼政策
為所有 Back Office 使用者設定嚴格的密碼要求。設定最小長度和複雜度。
角色式存取控制（RBAC）
依角色與組織階層控制並指派權限。限制對敏感後台區段的存取，確保安全合規。
密碼輪換
Back Office 使用者每 30 天更換一次密碼，每個人也可以隨時更改自己的密碼。
員工電子郵件網域
將新的 Back Office 帳戶以及之後的電子郵件變更限制在您自己的網域內。
系統日誌
查看是誰更改了關鍵紀錄。
最近登入
使用者表顯示每位 Back Office 使用者的最近登入時間，因此容易發現不活躍的帳戶。
為何在 B2CORE 使用安全管理？
即時監控
立即偵測並回應未經授權的存取嘗試。
裝置控制
確保僅信任裝置可存取您的後台。
存取限制
以 IP 控制與角色式存取守護敏感資訊。
進階驗證
以 2FA（SMS、Google Authenticator）新增額外防護層。
強化使用者合規
實施密碼政策以維持強安全實務。
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.
