Dynamic Rate Management
Manage exchange rates across providers and currencies from one centralised platform and explore flexible tools to configure, monitor, and adjust rates.
Key Features
Rate Overview
View the platform or payment provider associated with specific rates.
Easily toggle rates to control activity status and availability to users.
Set provider base and quote currencies for conversions, supporting multiple selections.
Rate Overview
View the platform or payment provider associated with specific rates.
Easily toggle rates to control activity status and availability to users.
Set provider base and quote currencies for conversions, supporting multiple selections.
Detailed Rate Settings
Customise rate names for better tracking and identification.
Define connection parameters for providers requiring authorisation.
Verify and validate provider connection settings in real time.
Detailed Rate Settings
Customise rate names for better tracking and identification.
Define connection parameters for providers requiring authorisation.
Verify and validate provider connection settings in real time.
How It Works
01
Access and Overview
Find the Rates section and explore a detailed list of available provider-specific rates.
02
Custom Configuration
Adjust currencies and configure provider connections to meet business and authorisation requirements.
03
Enable/Disable Rates
Activate or deactivate specific rates with a single click, giving you immediate control and operational flexibility.
Benefits of Rate Management
Benefits of Rate Management
Streamlined Operations
Manage provider-specific rates and currencies from one platform.
Streamlined Operations
Manage provider-specific rates and currencies from one platform.
Enhanced Control
Activate or deactivate rates with ease to maintain up-to-date configurations.
Enhanced Control
Activate or deactivate rates with ease to maintain up-to-date configurations.
Real-Time Validation
Use the Test Connection feature to ensure seamless provider integration.
Real-Time Validation
Use the Test Connection feature to ensure seamless provider integration.
Frequently Asked Questions
Find answers to the most common questions about our products and services.
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?
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?
Explore B2CORE’s Rate Management
Streamline exchange rates and provider connectivity more effortlessly from the B2CORE Back Office. Set provider-specific rates, track exchange activities, and control quotes with more precision now!
Explore B2CORE’s Rate Management
Streamline exchange rates and provider connectivity more effortlessly from the B2CORE Back Office. Set provider-specific rates, track exchange activities, and control quotes with more precision now!
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