主要功能
一站式外匯經紀工具組
外匯經紀商全面功能
運用專為外匯經紀商打造的豐富功能方案，提供成長與擴展業務所需的一切。
互動式客戶入口
易用入口，實現高效客戶開戶、留存與管理。
整合 WebAPI
即時資料交換，實現流暢平台整合、及時洞察與優化工作流程。
IB（介紹經紀商）模組
進階工具，透過聯盟夥伴擴展品牌，並提供彈性激勵與獎勵方案。
無瑕營運
值得信賴的技術卓越
設計如鐘錶般精準運作，確保外匯經紀業務流暢營運。
高效能基礎設施
以先進伺服器確保低延遲交易、快速執行與卓越流量。
全年無休監控與支援
以主動監控與多語技術支援提供不間斷服務，優化使用者體驗。
一站式行動 App
提供強大行動交易 App，跨裝置統一體驗，提升留存與可及性。
後台與整合
精簡您的營運
集中式方案，以效率與透明度管理外匯經紀業務。
全方位後台
在單一處管理客戶開戶、KYC/AML 合規、財務交易與報表。
無縫整合
輕鬆連結 Slack、Zendesk、Salesforce 等工具，改善協作與工作流程。
自動化驅動成長
自動化例行任務、降低成本、提升準確度，自信擴展業務。
為何為外匯經紀業務選擇 B2CORE？
最大價值
透明定價、無隱藏成本，確保長期獲利。
輕鬆擴充
依變動的經紀需求彈性調整，無需高昂間接成本。
以客戶為中心的工具
聚焦終端使用者，提升留存與成長潛力。
經實證可靠性
全球超過 140 家經紀商信賴，提供為成功而設計的方案。
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.
