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

Instantly send funds to a trading platform in order to avoid margin calls and stop outs thanks to our deep integration with flagship trading platforms.

  • Conversion Rates Display
  • Methods Grouping
  • Credit Cards UI
  • Custom Methods Addition

Platforms

Retrieve all your financial records from your financial operations recorded under a user-friendly table inside the B2Core space.

  • Accounts Opening
  • Detailed Account Analytics
  • Multiple Platforms Integrations
  • Platform Download Links

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.

  • Trading Monitoring
  • Comprehensive Metrics
  • Multiple Platforms Support
  • Simple/Advanced Statistics

KYC

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

  • Unlimited Levels
  • Levels Decription
  • Documents Constructor
  • Custom Resolutions
  • Third-Party Integrations

B2Core Setup Steps

1.
Sign agreement
2.
Complete checklist
3.
Provide Color and Logo
4.
Provide SSL and SMTP credentials
5.
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.

Complete checklist

This will allow us to have a better understanding of the end product and set it up correctly. An account manager will be on hand to assist you.

Provide Color And Logo

You will indicate us the desired colors in addition to the logos in order for us to create a solution of your dreams.

Provide SSL And SMTP Credentials

B2Core will be based on a subdomain of your main domain name. We will provide you with detailed instructions on what needs to be done in order to send us these details.

Start Working

After B2Core completion, we pass you the admin credentials, details of your solution and will give you a personalized training of the functionality.

Notification System

Full Customization

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

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

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.

Targeted Notifications

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

Reactions

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

A Back Office
for your team

Clients

  • Detailed data of the registered users
  • Adaptive Table
  • Table Export
  • Manual Clients Addition

Client Requests

  • Actions Admin Approval
  • Coloring Requests
  • Approval Log
  • Request Comments Creation

Deposits

  • Invoice Tracking
  • Status Monitoring
  • Deposits with Conversion
  • Rates Calculation

Payouts

  • Commissions Display
  • Dealing Approved Checking
  • Destination Data Display
  • Payment Status Monitoring

Transfers

  • Source/Destination Platforms Data
  • Status Monitoring
  • Table Export
  • Client Data

Reports

  • Detailed Data Reports
  • 3 Format Types (HTML, XLSX, CSV)
  • Custom Receivers
  • Timespan Adaptation

Currencies

  • Custom Currency Addition
  • Explorer Setup
  • Precision Configuration
  • Markups Configuration

Rates

  • Conversion Rates Configuration
  • Currencies Rates Source Division
  • Priorities Configuration
  • Adaptive Table

Products

  • Hide/Show Wallets/Accounts
  • Customize Product Settings
  • Restrictions Configuration
  • Information Links

Platforms

  • Add or Remove Required Platforms
  • Test the Connection
  • Configuration Settings
  • Adaptive Table

Registration Wizard

  • Construct the Fields
  • Add Phone Confirmation
  • Add/Remove Fields
  • Enable/Disable Registration

Documents

  • View Uploaded Documents
  • Save Documents
  • View Statuses
  • Export Table

PAMM

  • Configure Connection
  • IB Restriction
  • Create Multiple Connections
  • Adaptive Table

Payout Methods

  • Create Methods
  • Restrict Methods Methods
  • Update Priority
  • Assign Logos

Clients Requests Resolution

  • Add Custom Resolution
  • Group Resolutions
  • Localise Text
  • Enable/Disable Resolution

Payment Methods

  • Create Methods
  • Restrict Methods
  • Update Priority
  • Assign Logos

Email Templates

  • Source Code
  • Edit Templates
  • Add Localised Templates
  • Create New Templates

Verification Levels

  • Create/Edit/Delete Levels
  • Construct Document Groups
  • Description Source Code
  • Verification Level Limits

Users

  • Add Admins
  • Change User Group
  • Send Access via Email
  • IP Whitelist

User Groups

  • Add/Remove Rights
  • Edit Rights
  • View Assigned Users
  • Adaptive Table

Bonuses programs
for your clients

MT4/MT5 Integration

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

Personal Bonus Setting

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

Bonus Presets

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

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

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

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

Custom Points Ladder

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

Mobile App

  • Registration and Login
  • Deposit/Withdrawal/Transfer
  • Easy verification
  • Google 2FA/Face ID
  • Open account in trading platforms
  • Profile and settings

Technical Support & Availability

24/7/365

We speak English, Spanish, Arabic, Russian, Chinese (Mandarin & Traditional), Hindi, Urdu, Farci, Ukranian, Belarusian & Turkish.

Pricing

FeaturesStandard AdvancedEnterprise
Wallets module
Funds module
Eхсhаnge module
Mаrgin trаding platforms
Spоt trаding platforms
History/analytics module
Profile settings
Verification ManualAutoAuto
Bonuses
IB room
24/7 Support Account ManagerProduct & Account managerProduct & Account manager
Change of colour/logo
Deep customisation
Hosting on internal servers
External integrations
Get pricing details

Start using B2Core

with no setup fee

TRY DEMO REQUEST A PRESENTATION

FAQs

What is a Traders Room?
A great Trader’s Room is the beating heart of a retail brokerage and is an essential tool for the effective functioning of any organization. Trader’s Room is a CRM like no other. Running a brokerage these days is more difficult than ever before owing to increased competition and industry demands. To succeed, a brokerage must set itself apart, and Trader’s Room will aid in avoiding the pitfall that some retail Forex brokerages have fallen into as a result of their traders’ inability to stay with them. The Traders Room, on the other hand, is a crucial component of a well-run firm since it allows you to manage all of your customer’s requirements and so establish an edge over your competition.
How Does Traders Room Work?
The Trader’s Room is the core component of a broker’s customer database, allowing it to meet the unique needs of users. Trader’s Room utilizes analysis to provide guidance on how to interact with traders, with a wide range of features including reporting. The data collected and used to effectively achieve business objectives will include phone calls, emails, live chat interactions, and social media campaigns, among other information. Personalization of the customer experience, as well as more personalized interactions with customers, improves conversions. Trader’s Room can be connected to a variety of trading platforms including MT4/MT5.
What Type of CRM Do Forex Companies Use?
With so many firms entering the market, there is a need for a custom-made platform that is tailored to each trader’s needs. There are several CRMs on the market, but if you want to work in the FX market, you’ll need one that can manage this sort of activity. Given the tougher competitive pressure in the Forex trading sector, as well as more stringent KYC/AML standards and criteria now in place, a brokerage must use a purpose-built Trader’s Room like B2Core, which is a package-based solution that may be customized to meet your unique demands.
Why Do Companies Need a Traders Room?
There are several reasons why brokers utilize the Trader’s Room, including making compliance easier, eliminating manual labor, and ensuring that a brokerage is operational at all times. Traders’ Room is a tool that allows you to concentrate your team’s resources on improving company earnings rather than manually processing leads, papers, or reports by hand. The Trader’s Room allows your staff to automate time-consuming operations, enabling you to process and deal with consumers more quickly. It also contains a variety of tools to assist you in reaching your goals, such as trading analytics and reporting solutions.
How to Choose a Traders Room for Brokerage or Exchange?
Trader’s Room is a cutting-edge business support structure that meets the needs of brokers or exchanges. In today’s fiercely competitive Forex market, all brokerages need an advanced business support system like Trader’s Room. CRM software can help companies retain clients and improve their operations by monitoring client interactions, tracking sales metrics, and automating administrative processes. Because effective CRM software has a big impact on your company’s practices, you must choose one that is appropriate for it. The system’s simplicity of use, flexibility, usage across a broad range of web-enabled devices, a wide variety of reporting features, and most importantly, the system’s ease of customization are all important factors to consider. You need to be certain that the Trader’s Room you choose is the absolute finest.
What are the Top 5 Features of Traders Room?
Choosing a CRM system is a crucial decision that has a significant impact on the success of your firm. The following 5 crucial features of Trader’s Room ensure that entrepreneurs have the most suitable solution for their specific business:
  • It’s simple to implement: Implementing a CRM system can be a daunting task, but with a Trader’s Room like B2Core it is simple and easy.
  • It’s flexible: The flexibility of the platform means that it can be easily reshaped to fit the specific needs of your business.
  • It allows cross-platform usage: cross-platform usage means that you can access your data from any device or operating system.
  • It includes various reporting tools: The reporting tools included in Trader’s Room allow you to track your progress and measure your success.
  • It is highly customizable: the high level of customization makes a Trader’s Room the perfect CRM solution for entrepreneurs.
How Does a Traders Room Work with Emails?
An effective Trader’s Room is essential to the success of your firm, and because it contains so much information, interacting with clients and increasing your company’s reputation is a piece of cake. It’s an excellent approach to getting new leads, and it’s also quite cost-effective since you already have the marketing tools available. When using Trader’s Room, emails will be simple to send since it will include email functionality. You can email clients and prospects using it. In today’s global economy, email marketing has become an essential channel of interaction for businesses, and the Forex sector is no exception. Trader’s Room provides a wide range of email marketing services to help you take advantage of your CRM investment.