Effortless Client Account Management
Enjoy a detailed and centralised view of all client accounts in the B2CORE Back Office. With powerful tools and precise data, managing accounts has never been easier.
Complete Client Insights
Gain instant access to all client account details with simplified management.
Account Information
Account ID: Assign unique identifiers for system tracking.
Account Number: Easily reference client accounts.
Client Details: View client names, statuses, emails, phone numbers, and countries.
Account Information
Account ID: Assign unique identifiers for system tracking.
Account Number: Easily reference client accounts.
Client Details: View client names, statuses, emails, phone numbers, and countries.
Account Information
Account ID: Assign unique identifiers for system tracking.
Account Number: Easily reference client accounts.
Client Details: View client names, statuses, emails, phone numbers, and countries.
Financial Overview
Balances: Check balances in USD, EUR, and total.
Free Funds: Get insights into locked and available funds.
Leverage and Equity: View leverage ratios and equity for margin accounts.
Financial Overview
Balances: Check balances in USD, EUR, and total.
Free Funds: Get insights into locked and available funds.
Leverage and Equity: View leverage ratios and equity for margin accounts.
Financial Overview
Balances: Check balances in USD, EUR, and total.
Free Funds: Get insights into locked and available funds.
Leverage and Equity: View leverage ratios and equity for margin accounts.
Additional Information
Product and Platform: Track accounts and their associated services.
Account Type: Categorise accounts into Personal, Trade, Demo, and more.
Tags and Client Types: Organise and find filtered accounts efficiently.
Additional Information
Product and Platform: Track accounts and their associated services.
Account Type: Categorise accounts into Personal, Trade, Demo, and more.
Tags and Client Types: Organise and find filtered accounts efficiently.
Additional Information
Product and Platform: Track accounts and their associated services.
Account Type: Categorise accounts into Personal, Trade, Demo, and more.
Tags and Client Types: Organise and find filtered accounts efficiently.
Custom Report Settings
Gain control with detailed reports designed for various business needs:
Report Types: Create reports for different purposes, including Client Finance, Transactions, Balances, and IB Partner Reports.
Scheduling & Automation: Streamline report generation with daily, weekly, or monthly schedules for faster insights.
Custom Date Ranges: Select predefined periods like previous week, current month, or overall data history for more accurate tracking.
Custom Report Settings
Gain control with detailed reports designed for various business needs:
Report Types: Create reports for different purposes, including Client Finance, Transactions, Balances, and IB Partner Reports.
Scheduling & Automation: Streamline report generation with daily, weekly, or monthly schedules for faster insights.
Custom Date Ranges: Select predefined periods like previous week, current month, or overall data history for more accurate tracking.
Account Details Page
Account Details Page
Access detailed information for each account with ease.
Account Tab
View account owner details, track financial statuses, and access permissions with custom filtering and sorting tools.
Transactions Tab
Filter transactions by type and view detailed records for deposits, withdrawals, and transfers.
How Account Management Works with B2CORE?
01
Quick Navigation
Select transaction types, such as deposits, withdrawals, or transfers, and explore activity details.
02
Centralised Control
Conduct batch operations to save time and view all details on a single dashboard.
03
Detailed Analysis
Track transactions and balances, and generate custom reports for informed decision-making.
Why Choose B2CORE for Account Management?
Why Choose B2CORE for Account Management?
Efficiency
Centralised tracking of all client accounts with bulk operation capabilities.
Efficiency
Centralised tracking of all client accounts with bulk operation capabilities.
Accuracy
Comprehensive data monitoring with custom filtering and reporting.
Accuracy
Comprehensive data monitoring with custom filtering and reporting.
Scalability
Flexible interfaces to cater to growing client bases with high-volume activities.
Scalability
Flexible interfaces to cater to growing client bases with high-volume activities.
Frequently Asked Questions
Find answers to the most common questions about our products and services.
What is a Forex CRM?
A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.
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
How Does a Forex CRM Work with Emails?
What is a Forex CRM?
A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.
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
How Does a Forex CRM Work with Emails?
What is a Forex CRM?
A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.
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
How Does a Forex CRM Work with Emails?
Discover the Power of B2CORE for Account Management—Request a Demo Today!
Discover the Power of B2CORE for Account Management—Request a Demo Today!
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design