主要功能
推薦連結
唯一推薦連結
讓合作夥伴直接從入口產生專屬推薦連結。
品牌橫幅
建立並發布品牌橫幅，強化推廣成效並吸引更多客戶。
個人註冊連結
新向客戶傳送已填入電子郵件或國家的註冊連結。客戶仍然可以修改這些值。
詳細報表
交易
查看每筆推薦活動，包括交易、客戶、平台、商品、手數、方向、狀態與時間。
獎勵
追蹤已發放撥款及其客戶 ID、層級、交易 ID、金額與時間戳。
篩選
設定自訂篩選，依日期、平台、客戶、層級、商品或狀態分析。
匯出
將報表下載為 CSV 或 PDF，供本機或雲端儲存。
交易量
新Trading Volume 報表顯示合作夥伴在所選期間的自身交易量。
IB 鏈層級
新存款和付款報表包含客戶在合作夥伴 IB 鏈中的層級。
推薦統計
存取推薦活動詳細報表，包括註冊、轉換與客戶表現。
以最高透明度與可究責性取得合作夥伴績效指標的即時更新。
撥款追蹤
以自動計算與詳細付款日誌監控並管理 IB 與聯盟行銷方案撥款。
為複雜合作夥伴網絡建立多層佣金結構，更有效擴展與管理推薦方案。
簡化合作夥伴互動
01
專屬儀表板
運用進階工具在單一介面監控績效、追蹤收益並管理推薦。
02
自動撥款
以自動佣金追蹤與發放，確保撥款準確及時。
03
促銷工具
為合作夥伴提供完整工具組，產生品牌橫幅與自訂連結，最大化行銷觸及。
04
即時數據
分析活動模式以辨識趨勢，並提供可提升潛力的個人化服務。
為何選擇 B2CORE 合作夥伴入口？
01
提升合作夥伴效率
為 IB 與聯盟行銷夥伴配備成功所需工具，壯大您的網絡。
02
強化透明度
運用清晰報表與活動日誌建立信任，促進長期關係。
03
簡化方案管理
自動化撥款、發放獎勵，並以最高透明度精簡合作夥伴財務監管。
04
可擴充方案
處理任何規模網絡，從少數聯盟行銷夥伴到多層 IB 架構。
B2CORE
Where This Fits in B2CORE
Traders Room Platform Features
The full index of client-cabinet modules in the B2CORE Traders Room — from registration and KYC to wallets and trading platforms.
B2CORE Forex and Crypto CRM
Traders Room, CRM, and back office in one white-label product for Forex and crypto brokers.
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.
