One Place for Trading, Deposits & Account Management

One Place for Trading, Deposits & Account Management

One Place for Trading, Deposits & Account Management

One Place for Trading, Deposits & Account Management

Dashboard

Dashboard

Give your clients an area where they will be able to check all the key information on their activities inside B2CORE and easily navigate themselves to the place they need to be at. The dashboard is fully customizable: you can add widgets, move them around and delete them as you like.

Quick Links

Trading Accounts Info

Banners

Adaptive Layout

Funds

Funds

Funds

Give your clients the option to make deposits and withdrawals to their accounts using multiple payment methods.

Conversion Rates Display

Methods Grouping

Deposit & Withdrawals

Custom Methods Addition

Platforms

Platforms

Platforms

Let your users open trading accounts with the most popular and advanced trading platforms on the market.

Multiple Platforms Integrations

Make deposits and withdrawals

Accounts Opening

Detailed Account Analytics

Trading Analytics

Trading Analytics

Trading Analytics

Comprehensive statistics are available for brokers and traders. Deposits, withdrawals, trading activity and any other custom reports can be created and automatically sent to your email.

Multiple Platforms Support

Simple/Advanced Statistics

Trading Monitoring

Comprehensive Metrics

KYC

KYC

KYC

Allow your clients to verify their identity before conducting any financial activities on the platform.

Unlimited Levels

Levels Decription

Custom Resolutions

Documents Constructor

Third-Party Integrations

Notification System

Notification System

Required/Optional

Required/Optional

Decide on which type do you want to use, whether it is the information that must be read by all or just an informational notification.

Translations

Translations

Right inside the admin panel you will be able to translate the notification so that the clients will view the information written
in their native language.

Full Customization

Full Customization

Admins will have an access to create these notifications from the scratch, starting with the content and ending with attachments.

Targeted Notification

Targeted Notification

You can select the users that will receive a notification in order to address parti-cular information to particular people.

Reactions

Reactions

Check in the admin panel how many users read the notification in order to analyze the targeted public metrics

B2Core Setup Steps

B2Core Setup Steps

Sign agreement

Complete checklist

Provide Color and Logo

Provide SSL & SMTP credentials

Start working

Sign agreement

Our Business Development manager will contact you to take
care of all the legal details and will send you a detailed contract
for B2CORE services. Sign the agreement in order to proceed
with onboarding and to access a personal account manager
who will assist you in any way.

Sign agreement

Complete checklist

Provide Color and Logo

Provide SSL & SMTP credentials

Start working

Sign agreement

Our Business Development manager will contact you to take
care of all the legal details and will send you a detailed contract
for B2CORE services. Sign the agreement in order to proceed
with onboarding and to access a personal account manager
who will assist you in any way.

Bonuses programs
for your clients

Bonuses programs
for your clients

MT4/MT5 Support

MT4/MT5 Support

Functionality is developed to support both major platforms so as to attract as many traders as possible.

Bonus Presets

Bonus Presets

Save your favorable bonus structures so that you can quickly apply the configuration to any new bonuses.

Custom Points Ladder

Custom Points Ladder

Create levels and rewards for each level based on your own requirements.

Temporary Bonuses

Temporary Bonuses

Create season specials and limited time offers to boost your traders’ activities and offer them something unique on the market.

Friendly UI

Friendly UI

View your active bonuses, the ramianing amount to trade, claim your bonuses and view the history of all your bonuses all in one page.

Visuals

Visuals

View your points on the dashboard, MT page or the main Rewards page. A speci-fically designed page showing all rewards that provides the friendliest UI on the market.

Multiple Programs

Multiple Programs

Allow your clients to choose which program they should participate in based on the rewards description.

Personal Bonus Setting

Personal Bonus Setting

Bonus lifetime, excluded groups, lots per unit and other parameters are customizable for every bonus.

Mobile App

Mobile App

Mobile App

Our Business Development manager will contact you to take care of all the legal details and will send you a detailed contract for B2CORE services. Sign the agreement in order to proceed with onboarding and to access a personal account manager who will assist you in any way.

Registration and Login

Simple/Advanced Statistics

Deposit/Withdrawal/Transfer

Google 2FA/Face ID

Open account in trading platforms

Profile and settings

A Back Office
for your team

A Back Office
for your team

Clients

Operations

Products

Currencies

Permissions

Onboarding

Additional

Clients

Detailed data of the registered users

Table Export

Adaptive Table

Manual Clients Addition

Client Requests

Actions Admin Approval

Coloring Requests

Approval Log

Request Comments Creation

Clients Requests Resolution

Localise Text

Group Resolutions

Add Custom Resolution

Enable/Disable Resolution

Clients

Operations

Products

Currencies

Permissions

Onboarding

Additional

Clients

Detailed data of the registered users

Table Export

Adaptive Table

Manual Clients Addition

Client Requests

Actions Admin Approval

Coloring Requests

Approval Log

Request Comments Creation

Clients Requests Resolution

Localise Text

Group Resolutions

Add Custom Resolution

Enable/Disable Resolution

Clients

Operations

Products

Currencies

Permissions

Onboarding

Additional

Clients

Detailed data of the registered users

Table Export

Adaptive Table

Manual Clients Addition

Client Requests

Actions Admin Approval

Coloring Requests

Approval Log

Request Comments Creation

Clients Requests Resolution

Localise Text

Group Resolutions

Add Custom Resolution

Enable/Disable Resolution

FAQs

FAQs

What is a Forex CRM?

A good Forex CRM is the heart of a retail brokerage and is a vital tool for the optimal functioning of any business. With today’s increasing competition and industry demands, operating a brokerage is tougher than ever when it comes to taking care of your clients needs. A brokerage needs to differentiate itself to succeed and implementing a good CRM will help avoid falling into the trap that some retail Forex brokerages have due to their inability to retain traders. A Forex CRM is therefore a main consideration for a professionally run business, enabling you to efficiently handle all your clients needs and one which will ultimately help you get the edge over your competitors.

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

What are The Top 5 Requirements for a CRM System?

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

A good Forex CRM is the heart of a retail brokerage and is a vital tool for the optimal functioning of any business. With today’s increasing competition and industry demands, operating a brokerage is tougher than ever when it comes to taking care of your clients needs. A brokerage needs to differentiate itself to succeed and implementing a good CRM will help avoid falling into the trap that some retail Forex brokerages have due to their inability to retain traders. A Forex CRM is therefore a main consideration for a professionally run business, enabling you to efficiently handle all your clients needs and one which will ultimately help you get the edge over your competitors.

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

What are The Top 5 Requirements for a CRM System?

How Does a Forex CRM Work with Emails?