Comprehensive Management of Financial Activities
Efficiently track, manage, and analyze all client financial activities with B2CORE Back-office.
Transactions
Your One-Stop Solution for Financial Transparency
Accurately monitor, analyse, and manage user transactions while ensuring air-tight security and safety.
Key Features
Detailed Transaction History
View deposits, payouts, transfers, exchanges, and balance changes in one place.
Store transaction logs and sort activities based on date, operation, amount, and currency.
Detailed Transaction History
View deposits, payouts, transfers, exchanges, and balance changes in one place.
Store transaction logs and sort activities based on date, operation, amount, and currency.
Detailed Transaction History
View deposits, payouts, transfers, exchanges, and balance changes in one place.
Store transaction logs and sort activities based on date, operation, amount, and currency.
Custom Filters
Filter transactions by type, date, or currency for targeted analysis.
View and sort transactions based on advanced filters.
Custom Filters
Filter transactions by type, date, or currency for targeted analysis.
View and sort transactions based on advanced filters.
Custom Filters
Filter transactions by type, date, or currency for targeted analysis.
View and sort transactions based on advanced filters.
Comprehensive Reporting
Generate custom reports to keep track of financial activities, logs, and settlements.
Track changes with precise details like administrator names and timestamps.
Comprehensive Reporting
Generate custom reports to keep track of financial activities, logs, and settlements.
Track changes with precise details like administrator names and timestamps.
Comprehensive Reporting
Generate custom reports to keep track of financial activities, logs, and settlements.
Track changes with precise details like administrator names and timestamps.
Benefits
Enhanced Transparency
Detailed logs to reduce ambiguity in financial operations.
Enhanced Transparency
Detailed logs to reduce ambiguity in financial operations.
Efficient Analysis
Custom filters to save time during audits and reviews.
Efficient Analysis
Custom filters to save time during audits and reviews.
Complete Control
Stay informed of every transaction with real-time insights.
Complete Control
Stay informed of every transaction with real-time insights.
Finance
Simple Wallet Management
Organise client wallets, automate payouts, and streamline your financial operations.
Key Features
Deposit Wallets
View system-generated wallets for clients.
Monitor wallet details, including currencies and public addresses.
Withdrawal Wallets
Review wallets, addresses, and methods used for withdrawals.
See saved templates for repeated transactions.
Payment Templates
Allow clients to create withdrawal templates to simplify repetitive tasks.
View template details like saved dates, payment systems, and JSON-formatted data.
Wallet Management
Select and group wallets by type, currencies, and addresses for better tracking.
Customise and provide a detailed overview for each method and currency.
Deposit Wallets
View cryptocurrency wallets generated for clients.
Access wallet details, including methods, currencies, and public addresses.
Deposit Wallets
View cryptocurrency wallets generated for clients.
Access wallet details, including methods, currencies, and public addresses.
Deposit Wallets
View cryptocurrency wallets generated for clients.
Access wallet details, including methods, currencies, and public addresses.
Withdrawal Wallets
Review wallets used for fund withdrawals, including addresses and methods.
See saved templates for repeated transactions.
Withdrawal Wallets
Review wallets used for fund withdrawals, including addresses and methods.
See saved templates for repeated transactions.
Withdrawal Wallets
Review wallets used for fund withdrawals, including addresses and methods.
See saved templates for repeated transactions.
Saved Templates
Allow clients to create withdrawal templates to simplify repetitive tasks.
View template details like saved dates, payment systems, and JSON-formatted data.
Saved Templates
Allow clients to create withdrawal templates to simplify repetitive tasks.
View template details like saved dates, payment systems, and JSON-formatted data.
Saved Templates
Allow clients to create withdrawal templates to simplify repetitive tasks.
View template details like saved dates, payment systems, and JSON-formatted data.
Organized Wallet Management
Group wallets by type and provide detailed overviews for each method and currency.
Organized Wallet Management
Group wallets by type and provide detailed overviews for each method and currency.
Organized Wallet Management
Group wallets by type and provide detailed overviews for each method and currency.
Benefits
Improved Efficiency
Organize and streamline financial workflows for clients and admins.
Improved Efficiency
Organize and streamline financial workflows for clients and admins.
User-Friendly Templates
Help clients save time with pre-defined withdrawal settings.
User-Friendly Templates
Help clients save time with pre-defined withdrawal settings.
Accuracy and Reliability
Detailed wallet data ensures precision in every transaction.
Accuracy and Reliability
Detailed wallet data ensures precision in every transaction.
Why Choose B2CORE for Financial Management?
Why Choose B2CORE for Financial Management?
01
Scalability
Built to serve small brokerage startups and multinational financial firms.
02
Customisability
Incorporates personalised settings for better brand presence and user experience.
03
Transparency
Clarity across the board to promote user confidence and foster trust-based relationships.
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?
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