Tuesday, 13/05/2025 | 10:11 GMT by
FM Contributors
- B2CORE has added guided onboarding, interface previews, & interactive hints for new users.
- This year alone, B2BROKER pushed six updates to B2CORE’s mobile and web experiences.
- B2CORE’s upgraded savings plan feature is beneficial for brokers and end-users.
After a series of CRM solution updates introducing one-click trading and integrating several trading software, B2BROKER elevates its game with a new B2CORE 18th release. This time, the company focuses on the user journey, improving the experience for brokers and customers.
The update preserves unique branding for specific business needs, offering them multiple customisation tools to convey brand messages, logos, and colors.
Admins can access the Back Office UI customisation settings to change the logo, adjust color themes, set design visuals, and add background images. These edits can be implemented directly without waiting for the deployment work-in-progress.
Optimising Financial Operations
In its new update, deposit and withdrawal processes were slightly tweaked to highlight transparency and suitability. For example, when conducting any payment, the system will automatically display the available methods based on the wallet and deposit/withdrawal currency.
This eliminates confusion and ensures that transactions are carried out using the right payment methods.
Additionally, the system will show a summary of the operation before confirming it, with real-time exchange rates that can be refreshed. The user will also receive a clear status update regarding the transaction progress to reduce the guesswork and improve accuracy.
User Onboarding Key Updates
To make the experience simpler and clearer, B2CORE has added guided onboarding, interface previews, and interactive hints for new users.
This means that newly registered users will be able to display key pages and screens before signing up and be prompted to verify right after registration to speed up the onboarding process.
New users will receive gentle tips and hints on how to make the most of the platform without distracting banners or pop-up windows, ensuring an intuitive journey.
Moreover, end-users can update their personal data directly from their Profile Settings page to reduce administrative processes and requests.
Improving The Savings Feature
B2CORE introduced the Savings Feature last year. This functionality enables investors to explore long-term profitability through fixed and flexible schemes.
Admins can set custom investment plans, fees, redemption, and rules. This two-way profitability model enables brokers to earn from accumulating fees while end-users profit in the long run.
In this update, B2CORE introduced “Early Redemption Rules” for users who want to cash out early from any investment plan, where brokers can set a percentage of the invested amount as an early exit fee.
Another adjustment in this feature is reducing the need to switch between pages to invest in a savings plan. For example, if a user wants additional funds or a new wallet, they can do so directly on the Savings interface.
Final Thoughts
After key updates to the B2CORE iOS and Android mobile experiences, this release ensures that all functionalities and features are on par with user expectations. B2BROKER will continue working on future developments that respond to user feedback, market demand, and industry trends.
The B2CORE Product Owner highlighted how the 18th release is suitable with current practices that put user flexibility and control at the heart of operations, with integrated features that benefit brokers and traders alike.
This article is neither produced by nor contributed to by any editorial team member of Finance Magnates, nor does it necessarily reflect the views of the editors from Finance Magnates.
- This year alone, B2BROKER pushed six updates to B2CORE’s mobile and web experiences.
- B2CORE’s upgraded savings plan feature is beneficial for brokers and end-users.
After a series of CRM solution updates introducing one-click trading and integrating several trading software, B2BROKER elevates its game with a new B2CORE 18th release. This time, the company focuses on the user journey, improving the experience for brokers and customers.
The update preserves unique branding for specific business needs, offering them multiple customisation tools to convey brand messages, logos, and colors.
Admins can access the Back Office UI customisation settings to change the logo, adjust color themes, set design visuals, and add background images. These edits can be implemented directly without waiting for the deployment work-in-progress.
Optimising Financial Operations
In its new update, deposit and withdrawal processes were slightly tweaked to highlight transparency and suitability. For example, when conducting any payment, the system will automatically display the available methods based on the wallet and deposit/withdrawal currency.
This eliminates confusion and ensures that transactions are carried out using the right payment methods.
Additionally, the system will show a summary of the operation before confirming it, with real-time exchange rates that can be refreshed. The user will also receive a clear status update regarding the transaction progress to reduce the guesswork and improve accuracy.
User Onboarding Key Updates
To make the experience simpler and clearer, B2CORE has added guided onboarding, interface previews, and interactive hints for new users.
This means that newly registered users will be able to display key pages and screens before signing up and be prompted to verify right after registration to speed up the onboarding process.
New users will receive gentle tips and hints on how to make the most of the platform without distracting banners or pop-up windows, ensuring an intuitive journey.
Moreover, end-users can update their personal data directly from their Profile Settings page to reduce administrative processes and requests.
Improving The Savings Feature
B2CORE introduced the Savings Feature last year. This functionality enables investors to explore long-term profitability through fixed and flexible schemes.
Admins can set custom investment plans, fees, redemption, and rules. This two-way profitability model enables brokers to earn from accumulating fees while end-users profit in the long run.
In this update, B2CORE introduced “Early Redemption Rules” for users who want to cash out early from any investment plan, where brokers can set a percentage of the invested amount as an early exit fee.
Another adjustment in this feature is reducing the need to switch between pages to invest in a savings plan. For example, if a user wants additional funds or a new wallet, they can do so directly on the Savings interface.
Final Thoughts
After key updates to the B2CORE iOS and Android mobile experiences, this release ensures that all functionalities and features are on par with user expectations. B2BROKER will continue working on future developments that respond to user feedback, market demand, and industry trends.
The B2CORE Product Owner highlighted how the 18th release is suitable with current practices that put user flexibility and control at the heart of operations, with integrated features that benefit brokers and traders alike.
This article is neither produced by nor contributed to by any editorial team member of Finance Magnates, nor does it necessarily reflect the views of the editors from Finance Magnates.
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In this webinar recording, Morgan Williams, Product Director at B2Core, delivers a comprehensive overview of how B2Core’s IB module empowers brokers to build and scale their Introducing Broker (IB) programs.Discover how B2Core streamlines IB management, from efficient trader onboarding and automated commission tracking to providing IBs with powerful tools for growth. Morgan also addresses common challenges in scaling IB networks and showcases a real-world case study demonstrating B2Core’s impact.
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In this webinar recording, Morgan Williams, Product Director at B2Core, delivers a comprehensive overview of how B2Core’s IB module empowers brokers to build and scale their Introducing Broker (IB) programs.
Discover how B2Core streamlines IB management, from efficient trader onboarding and automated commission tracking to providing IBs with powerful tools for growth. Morgan also addresses common challenges in scaling IB networks and showcases a real-world case study demonstrating B2Core’s impact.
📣 Stay updated with the latest in finance and trading! Follow Finance Magnates across our social media platforms for news, insights, and event updates.
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In this webinar recording, Morgan Williams, Product Director at B2Core, delivers a comprehensive overview of how B2Core’s IB module empowers brokers to build and scale their Introducing Broker (IB) programs.Discover how B2Core streamlines IB management, from efficient trader onboarding and automated commission tracking to providing IBs with powerful tools for growth. Morgan also addresses common challenges in scaling IB networks and showcases a real-world case study demonstrating B2Core’s impact.
📣 Stay updated with the latest in finance and trading! Follow Finance Magnates across our social media platforms for news, insights, and event updates.
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In this webinar recording, Morgan Williams, Product Director at B2Core, delivers a comprehensive overview of how B2Core’s IB module empowers brokers to build and scale their Introducing Broker (IB) programs.
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📣 Stay updated with the latest in finance and trading! Follow Finance Magnates across our social media platforms for news, insights, and event updates.
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