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!