主要功能
OTC 公司專屬工具
探索專為場外交易平台設計的廣泛風險與管理工具，聚焦交易執行、即時定價與自動化結算。
高效交易管理
執行大額交易，同時控制執行參數、報價與結算。
即時定價
存取精準定價工具，確保具競爭力的費率與透明度。
客戶開戶
以流暢 KYC/AML 整合簡化開戶，縮短上市時間。
彈性支付系統
接受多種支付方式，包括銀行轉帳與加密／法幣。
結算與報表
精簡報表與分析，確保紀錄準確與及時更新。
專為 OTC 公司獨特需求打造
以業界領先方案克服場外交易的複雜性。
強大交易引擎
確保可靠低延遲交易執行與即時更新，達致最佳客戶滿意度。
進階風險控制
即時監控客戶部位並執行限額，防範市場波動。
全面分析
存取深度資料以分析績效、辨識趨勢並優化策略。
多資產能力
支援多種資產，包括加密、法幣、CFD 及其他投資者所需商品。
OTC 後台與整合
從單一全面平台管理所有營運，並具備所需全部整合。
統一後台
透過單一介面掌控所有活動，從交易執行到客戶支援。
無縫整合
連結交易平台、支付閘道與 CRM 工具，精簡工作流程。
自動化合規
以自動化合規協定與詳盡稽核報表確保符合法規。
為何為 OTC 業務選擇 B2CORE？
高效營運
以無與倫比的速度與準確度管理交易、客戶與結算。
風險管理
以進階監控工具與即時分析將曝險降至最低。
強化客戶體驗
為客戶提供直覺工具，打造流暢交易體驗。
快速擴充
拓展新市場或資產類別時更輕鬆成長。
當代技術
以持續更新與先進功能取得競爭優勢。
為何 OTC 公司選擇 B2CORE？
精簡交易執行
以直覺平台輕鬆管理複雜的場外交易活動。
精準洞察
取得即時市場資料、追蹤財務作業並存取可執行策略。
強化風險管理
探索控制措施並設定交易限額，保護公司與客戶。
端到端自動化
自動化開戶、合規與報表等任務，節省時間並減少錯誤。
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.
