Our digital age requires comprehensive solutions to manage financial processes, including updated features and intuitive interfaces. And B2Core CRM has both!
The platform has released version 4 of the CRM and back-office software, combining aesthetic interface and robust and efficient functionalities. Let’s explore the updates and improvements that the B2Core team has to offer to users of the platform.
A personalized command center, the B2Core Dashboard, is enriched with a new left bar in version 4. This update allows users to have better control over the layout of their dashboard, add widgets and thus have quick access to links, banners and trading account. information at your fingertips.
Additionally, this feature allows users to adapt to different layouts, which adds to the user-friendliness of the dashboard, making it a dynamic and interactive space for tracking financial activities.
B2Core version 4 introduces a component-based front-end architecture that simplifies the development process by centralizing the library of interface components – standard building blocks for the user interface. Each of these blocks can now be tested and verified independently.
This advancement allows for quick and easy updates to the interface while maintaining quality at the highest level. This approach reduces the need for frequent code rechecks, meaning B2Core CRM users can use a more streamlined and reliable platform that can adapt and scale more effectively.
Portfolio and profile
Portfolio and fund management have been improved to streamline the use of the platform.
The introduction of a new right-hand bar in the Wallet section allows users to access transaction types and recent activity with a single click on a wallet.
Reorganizing the Transaction History section allows users to expand each transaction line to see detailed information. Also, grouping transactions by category under separate tabs simplified the navigation process.
The transaction operations module has also undergone some changes. It includes features such as transfers, exchanges, deposits, withdrawals and internal withdrawals, which can be found on the withdrawal page.
B2Core users are awaiting the launch of the B2Trader Brokerage Platform (BBP), and for good reason: it offers an advanced and user-friendly trading experience within B2Core.
The integration of B2BinPay, a flagship B2Broker product for secure transaction management, also improves transaction processing within B2Core.
At the same time, with more than 1000 instruments offered by B2Broker’s liquidity solutionsB2Core users can manage all aspects of platform configuration and take care of risk mitigation.
These integrations show the company’s commitment to providing the best user experience, ensuring the most advanced solutions and transaction processing security.
The Profile area has also been updated in the latest version of B2Core.
The area is now placed in the header, ensuring faster access and easier navigation. It also integrates user settings, a robust security module and streamlined verification processes.
The login and registration processes have been refined to ensure greater security and user-friendliness. Now, entering the platform has become more intuitive.
The updates have also been made to the Presets page, where users can save withdrawal details.
B2Core v4 also features several minor UI updates to improve user experience and operational efficiency.
It gives introducing brokers (IBs) an improved dashboard. Additionally, the Reports section has been improved with filtering options, and the Banners and Promotions sections have also been updated.
The bonus management page is now divided into bonus programs and active subscriptions with filter options.
The interface has been made flexible to allow users to switch between new and old interfaces for a personalized experience.
The mobile app now features a special QR code that allows for a seamless transition between desktop and mobile and includes a built-in integration feature to help users discover new features.
Helpdesk chat functionality, support calendar visualization, and ticket management UX have also been improved to streamline the user experience.
The update B2Core v4 is built on a recent integration of cTrader in the iOS apptaking user experience to a new level by emphasizing interface components and focusing on more efficient and dynamic interactions with users.