Transaction Management
Streamline financial monitoring with a comprehensive view of all deposits, withdrawals, transfers, and exchanges within B2CORE’s Transaction Management.
Key Features
Detailed Transaction Information
Transaction ID: Unique identifier for each transaction.
Client ID: Identifier of the client associated with the transaction.
Type: Categorises the transaction as a deposit, withdrawal, transfer, or exchange.
Detailed Transaction Information
Transaction ID: Unique identifier for each transaction.
Client ID: Identifier of the client associated with the transaction.
Type: Categorises the transaction as a deposit, withdrawal, transfer, or exchange.
Source Management
Source Currency: The currency from which the transaction originates.
Source Amount: The transaction value in the source currency.
Source Commission: The commission charged in the source currency.
Source Management
Source Currency: The currency from which the transaction originates.
Source Amount: The transaction value in the source currency.
Source Commission: The commission charged in the source currency.
Destination Details
Destination Currency: The currency to which the transaction is converted.
Destination Amount: The transaction value in the destination currency.
Destination Commission: The commission charged in the destination currency.
Destination Details
Destination Currency: The currency to which the transaction is converted.
Destination Amount: The transaction value in the destination currency.
Destination Commission: The commission charged in the destination currency.
Transaction Status
Status: Real-time status update of the transaction for more clarity.
Transparency: Accurate tracking and resolution mechanisms.
Date: Clear timestamps indicating when the transaction was initiated.
Transaction Status
Status: Real-time status update of the transaction for more clarity.
Transparency: Accurate tracking and resolution mechanisms.
Date: Clear timestamps indicating when the transaction was initiated.
Additional Features
Comprehensive Filters
Easy way to sort and filter transactions by type, status, client, or date to find the needed information.
Real-Time Refresh
Transaction statuses are updated live to promote transparency and enable prompt action.
Audit Trail
Detailed logs to support compliance by tracking every transaction process and change.
Additional Features
Comprehensive Filters
Easy way to sort and filter transactions by type, status, client, or date to find the needed information.
Real-Time Refresh
Transaction statuses are updated live to promote transparency and enable prompt action.
Audit Trail
Detailed logs to support compliance by tracking every transaction process and change.
Why Choose B2CORE Transaction Management?
Why Choose B2CORE Transaction Management?
01
All-in-One Monitoring
Manage deposits, withdrawals, transfers, and exchanges from a unified interface.
02
Precision and Accuracy
Robust tools for tracking transaction statuses, commissions, and conversions.
03
Improved Efficiency
Optimise operational workflows and minimise manual errors with centralised data.
04
Enhanced Client Satisfaction
Resolve transaction issues effortlessly to maintain smooth client interactions.
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?
Explore B2CORE’s Transaction Management
Simplify transaction tracking and auditing using seamless and accurate tools today!
Explore B2CORE’s Transaction Management
Simplify transaction tracking and auditing using seamless and accurate tools 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