How-to Articles

Discover a comprehensive library of step-by-step guides designed to help you efficiently manage and optimise every aspect of your B2CORE platform.

Revolutionise Your Brokerage with B2CORE

Key Topics Covered

Manage Clients

Learn how to create, edit, and organise client accounts to maintain a seamless user experience.

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Manage Finances

Get insights into setting up financial operations, including deposits, withdrawals, and internal transfers.

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Manage Savings Programs

Customise and oversee savings and investment programs tailored to your business needs.

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Manage Currencies

Configure and manage fiat and cryptocurrency wallets effortlessly.

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Manage Bonuses

Set up and monitor bonus programs to engage and retain your clients.

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Manage Products

Control and customise the services and products offered to your users.

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Manage Platforms

Integrate and manage trading platforms like MetaTrader, cTrader, and more.

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Manage Cashback Options

Enable and configure cashback features to incentivise trading activity.

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Manage Advertising Options

Utilise advertising tools to inform and engage your audience effectively.

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Manage Mailing Options

Create and schedule targeted email campaigns for maximum impact.

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Manage Verification Options

Simplify the onboarding process with seamless KYC and AML integrations.

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Manage System Settings

Fine-tune your system for optimal performance and security.

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Manage Communication Platforms

Set up tools to enhance communication with your clients.

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B2CORE Mobile

Get detailed guidance on managing and optimising your mobile application.

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Release Notes

Stay informed about the latest updates, features, and improvements to the B2CORE ecosystem.

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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 our How-to Articles section today to unlock the full potential of your B2CORE platform.

For additional support, reach out to our Helpdesk for expert assistance.