主要功能
有效的自營交易挑戰管理
以量身方案與即時追蹤建立、客製並監督自營交易挑戰——驅動績效、問責與當今市場優勢。
管理挑戰
建立並編輯符合獨特需求與業務目標的財務挑戰。
客製參數
以自訂交易條件建立結構化方案，打造具競爭力的專業環境。
監控參與者進度
即時追蹤參與者進度，掌握績效洞察並確保問責。
運用風險管理
設定交易限額並即時監控收益，確保獲利並將潛在損失降至最低。
吸引人才
提供創新工具與流暢體驗，吸引頂尖交易者並提升聲譽。
自營交易公司的營運卓越
以技術精準度為自營交易營運取得穩健技術堆疊。
超快交易引擎
以穩定執行確保高效能交易環境，吸引頂尖投資者。
風險緩解工具
運用進階風險管理系統設定限額並即時監控曝險。
一站式行動存取
為交易者配備專屬行動 App，隨時管理帳戶與交易。
簡化後台管理
以強大後台整合精簡自營交易活動。
全方位 CRM
從單一平台管理交易者開戶、合規、支付與報表。
彈性整合
連結 Slack、Zendesk 與 Salesforce 等市場領先工具，優化工作流程。
自動化流程
自動化報表、追蹤及其他重複任務，提升效率與準確度。
為何自營交易公司選擇 B2CORE
端到端挑戰管理
從建立到監控，輕鬆處理財務挑戰。
即時洞察
存取詳盡分析，用於風險與績效管理。
強化交易者體驗
為交易者提供易用工具與流暢介面。
可擴充與彈性
隨公司擴張與使用者偏好演進而調整成長。
面向未來的技術
以持續更新與創新功能保持競爭領先。
為何自營交易公司選擇 B2CORE？
彈性挑戰管理
以自訂參數與透明分潤方案建立並監控交易挑戰。
即時分析
更精準監控交易績效，並運用進階風險管理工具。
可客製方案
依業務需求與市場趨勢微調功能與服務。
整合技術
無縫連結交易平台與關鍵工具，提升營運效率。
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.
