Unlock the Full Potential of Client Management

Managing client data and activities has never been easier.

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Scalable Client Management

B2CORE caters to your specific business needs, whether managing hundreds or thousands of clients.

Effortless Operations & Compliance

Streamline operations, enhance compliance, and boost efficiency with powerful, easy-to-use tools.

Comprehensive Features to Streamline Your Workflow

Discover our wide range of features designed to make your workflow more efficient.

Client Tab

Contacts Tab

Accounts Tab

Transactions Tab

Finance Tab

History Tab

Trades Tab

Files Tab

Settings Tab

Devices Tab

Documents Tab

Effortlessly manage core client details

Adjust emails, verification levels, and risk categories with ease.

Assign dedicated managers for tailored client interactions.

Client Tab

Contacts Tab

Accounts Tab

Transactions Tab

Finance Tab

History Tab

Trades Tab

Files Tab

Settings Tab

Devices Tab

Documents Tab

Effortlessly manage core client details

Adjust emails, verification levels, and risk categories with ease.

Assign dedicated managers for tailored client interactions.

Client Tab

Effortlessly manage core client details

Adjust emails, verification levels, and risk categories with ease.

Assign dedicated managers for tailored client interactions.

Contacts Tab

Accounts Tab

Transactions Tab

Finance Tab

History Tab

Trades Tab

Files Tab

Settings Tab

Devices Tab

Documents Tab

Client Tab

Effortlessly manage core client details

Adjust emails, verification levels, and risk categories with ease.

Assign dedicated managers for tailored client interactions.

Contacts Tab

Accounts Tab

Transactions Tab

Finance Tab

History Tab

Trades Tab

Files Tab

Settings Tab

Devices Tab

Documents Tab

Why Choose B2CORE for Client Management

Efficiency

Provides traders and brokers with powerful automation and control tools.

Compliance

Streamlines KYC and AML procedures to meet global standards.

Scalability

Caters to different brokerage needs without significant investment.

Security

Ensure data safety with advanced tracking and permissions.

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?

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?

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?

Take Control of Client Management Now

B2CORE’s advanced back-office tools help you simplify operations, ensure compliance, and work more efficiently.

Request a Demo

Take Control of Client Management Now

B2CORE’s advanced back-office tools help you simplify operations, ensure compliance, and work more efficiently.

Request a Demo

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design