主要功能
即時分析
存取關鍵指標的即時數據，包括：
交易量。
客戶活動。
財務表現。
追蹤績效趨勢，主動辨識機會並應對挑戰。
可客製小工具
新增、移除或排列小工具，並依業務需求調整儀表板。
顯示與營運最相關的指標、圖表與關鍵績效指標（KPI）。
集中式管理
從單一介面監管業務各方面：
管理客戶帳戶、聯絡資料與驗證狀態。
追蹤收益、收入來源與交易。
建立、調整並擴展 IB 與合作夥伴方案。
互動式報表
以互動視覺與圖表產生並分析詳細報表。
深入績效圖表與資料點，進行深入分析與精確追蹤。
使用者效益
效率
在單一處管理所有關鍵業務作業，無需在不同介面與應用程式間切換，節省時間。
彈性
客製儀表板，更快到達常用功能，並顯示對業務至關重要的關鍵指標。
清晰度
取得經紀績效的即時洞察，做出明智決策並掌握當前市場機會。
可擴充性
以更低複雜度與最大彈性擴展業務營運，在不增加額外開銷下提升收益。
為何選擇 B2CORE 一站式儀表板？
01
全面掌控
從單一介面更流暢地管理交易、財務與客戶作業。
02
可執行洞察
以進階分析與報表將原始數據轉為有意義洞察，更有效落實策略。
03
可客製且直覺
依獨特需求打造並調整儀表板體驗，行動更快速、更省時。
04
整合且安全
運用廣泛第三方工具整合與業界領先安全協定，擴充平台功能。
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.
