Empower Your Partners with Intuitive Tools for Success

B2CORE Trader’s Room provides dedicated tools for IBs and Affiliates, equipping them to grow your client base and manage performance effectively.

Empower Your Partners with Intuitive Tools for Success
Empower Your Partners with Intuitive Tools for Success

Key Features

Referral Statistics
Referral Statistics
Referral Statistics
Referral Statistics
Referral Statistics

Referral Statistics

Access detailed reports on referral activity, including sign-ups, conversions, and client performance.

Get real-time updates on partner performance metrics at maximum transparency and accountability.

Payout Tracking

Monitor and manage payouts for IBs and affiliate programs with automated calculations and detailed payment logs.

Create multi-tier commission structures for complex partner networks to expand and manage your referral programs more efficiently.

Payout Tracking
Payout Tracking
Payout Tracking
Payout Tracking
Payout Tracking
Referral Links
Referral Links
Referral Links
Referral Links
Referral Links

Referral Links

Allow partners to generate unique referral links directly from their portal.

Create and distribute branded banners to enhance promotional efforts and attract more clients.

Detailed Reporting

Trades: See every referral activity, including trades, client, platform, symbol, lots, side, status, and time.

Rewards: Track issued payouts and their client ID, tier, trade ID, amount, and timestamp.

Filters: Set custom filters to analyse by date, platform, client, tier, symbol, or status.

Export: Download reports as CSV or PDF for local or cloud storage.

Detailed Reporting
Detailed Reporting
Detailed Reporting
Detailed Reporting
Detailed Reporting

How It Works

Simplified Partner Engagement

01

Dedicated Dashboards

Utilise advanced tools to monitor performance, track earnings, and manage referrals in one interface.

02

Automated Payouts

Ensure accurate and timely payments with automated commission tracking and distribution.

03

Promotional Tools

Provide your partners with comprehensive toolkits to generate branded banners and custom links for maximum marketing reach.

04

Real-Time Data

Analyse activity patterns to identify trends and offer personalised services that will boost your potential.

Why Choose B2CORE Partner Portals?

Why Choose B2CORE Partner Portals?

01

Increased Partner Efficiency

Equip IBs and affiliate partners with all necessary tools to succeed and grow your network.

02

Enhanced Transparency

Utilise clear reports and activity logs to build trust and foster long-term relationships.

03

Simplified Program Management

Automate payouts, issue awards, and streamline partners’ financial oversight at maximum transparency.

04

Scalable Solutions

Handle networks of any size, from a few affiliates to multi-tiered IB structures.

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?