Release notes
View the history of B2CORE releases with key points and major updates highlighted
June, 2025
New features
New PS integrations
Support for the following new payment systems has been added via PSS, with both deposits and withdrawals available:
FundPay
Jetapay
PayRetailers
TopChange Pay
In addition, withdrawals are now supported for AlfredPay.
Integration with SumSub Fraud Prevention
Transaction monitoring via SumSub Fraud Prevention is now supported for fiat and crypto deposits and withdrawals.
When such transactions are initiated, they're automatically checked by SumSub, with results returned to B2CORE. The results are displayed in the Transaction monitoring section of deposit and withdrawal details, as well as in the respective client requests before they can be approved or rejected. Additionally, a new KYT status column in Finance > Deposits/Payouts displays the transaction monitoring results.
This also improves auto-withdrawals in B2CORE, allowing faster processing without compromising compliance.
To use this feature, you must have SumSub Fraud Prevention enabled and properly configured in your SumSub account and the enabled SumSub external connection in the B2CORE Back Office (refer to How to configure a connection to SumSub).
Integration with ActiveCampaign
It’s now possible to run targeted email campaigns using client data from B2CORE, seamlessly synced with the ActiveCampaign platform. This integration enables more efficient, data-driven email marketing and notifications by:
Configuring an external connection to ActiveCampaign in the B2CORE Back Office.
Automatically syncing client data from B2CORE to ActiveCampaign.
Creating email lists to improve client retention and provide more personalized interactions via ActiveCampaign.
For details, refer to How to integrate ActiveCampaign.
Support for custom menu items in the B2CORE web and mobile apps
It’s now possible to add custom items to the menu displayed in both the B2CORE UI and mobile apps. In mobile apps, this functionality is supported starting from iOS v1.29 and Android v2.6.0.
Custom items can be configured in Promotion > Menu by specifying their names, URLs to which clients will be redirected, and icons. When clicked, clients are redirected to third-party external resources or web pages that support your business (refer to How to add custom menu items).
B2CORE UI updates
Improved Total Balance widget
The widget has been improved to show balances from both wallets and trading accounts, as well as the overall portfolio value for a comprehensive financial overview.
Enhancements related to B2TRADER accounts
The following improvements to B2TRADER accounts handling have been introduced:
New B2TRADER Accounts widget: accounts created on the B2TRADER platform can now be conveniently viewed and accessed via a dedicated widget on the Dashboard in the B2CORE UI. With a single click, traders can sign in to the trading interface and start trading instantly.
Support for Netting accounts: in addition to Hedging, B2TRADER accounts with the Netting execution type are now supported. This allows traders to choose the appropriate type to plan and adjust their trading strategies.
To enable Netting accounts, a separate product must be configured in the B2CORE Back Office under the Products menu.
Support for demo accounts: demo B2TRADER accounts with a predefined balance can now be created via the B2CORE UI, allowing traders to safely practice using the trading interface.
To enable demo accounts, a separate product must be configured in the B2CORE Back Office under the Products menu.
Revised Sign Up and Sign In pages
The Sign Up and Sign In forms have been redesigned for a cleaner layout, improved visual appearance, and a better overall user experience, including:
Displaying the client’s email or phone during confirmation to clarify where a verification code was sent.
The Back button now returns clients to the previous step without resetting the form.
Improvements
PSS payment methods are now partially supported in the mobile apps. Deposit methods are available in the iOS app starting from v1.29 and Android starting from v2.6.0. Withdrawal methods via PSS aren't yet supported.
The use of bonus presets and temporary bonuses can now be restricted for clients based on a client's country, client type, verification level, jurisdiction, or introducing broker (IB). These restrictions can be applied individually or in combination, allowing for more granular access control.
If the restrictions are applied to the bonus preset used for crediting automatic deposit bonuses, these bonuses will only be credited to clients who meet the specified criteria (refer to Bonus presets and Temporary bonuses).
On the Bonus > Bonus distribution page, a new Expired at column has been added to display the date and time when a credited bonus is scheduled to expire or has already expired. This improvement makes it easier to monitor bonus timelines on client accounts and encourage clients to meet the bonus requirements before expiration.
Jurisdiction handling has been enhanced. You can now manually assign or change a client's jurisdiction in the client details in the Back Office. The list of countries for a jurisdiction can be edited, with the option to apply changes to existing clients or only to those who register after the update (refer to Jurisdictions).
For KYC via ShuftiPro, the Show OCR form – where clients can review, confirm, or if necessary, edit the information extracted from their submitted documents – can now be enabled or disabled in the ShuftiPro connection settings in System > External connections.
Confirmed phone numbers can now be removed from the Contacts tab in client profiles in the Back Office. To do this, a Back Office user must be assigned the
Update clientspermission. Once removed, the phone number becomes available for registering a new client profile.The Clients > Requests page has been improved to include a Country column with filter options, making it easier to identify requests by client location. Additionally, the Processing date column now shows when a request was approved or rejected, helping you assess its processing time.
In System > Visual customization, images uploaded as logos can now only be in
SVGformat.
Resolved issues
Resolved an internal server error that occurred when uploading supporting documents for deposits via the WireDocument provider. Deposit requests now proceed without errors.
April, 2025
New features
New PS integrations
With this release, we’ve integrated a new payment system, AlfredPay. It supports deposits and is fully integrated via PSS connections.
Ongoing migration of payment systems to PSS
More systems have been successfully migrated to the Payment System Service (PSS).
You can view the complete list of PSS-supported payment systems in Integrations > Payment systems. They are marked with Yes in the PSS-supported column.
Payment methods connected through PSS aren’t yet supported on the iOS and Android apps, meaning they are currently available to clients only via the B2CORE UI.
Visual customization for the B2CORE UI
You can now personalize the appearance and style of your B2CORE UI to better reflect your brand using the new System > Visual customization menu in the Back Office. The available options enable you to:
Upload custom logos for the light and dark themes of your B2CORE UI.
Adjust light and dark theme colors.
Set and update background images for the Sign In and Sign Up pages of the B2CORE UI.
Add custom scripts, for example, for chatbot integration or analytics tracking.
For more details, refer to Visual customization.
B2CORE UI updates
Enhanced deposits and withdrawals
The deposit and withdrawal workflows in the B2CORE UI have been streamlined, making the processes faster and more intuitive for clients.
The key enhancements include:
Easier payment method selection: based on the selected wallet currency and the currency used for deposit or withdrawal, only the available payment methods are displayed to a client, helping to quickly select the most suitable option without confusion.
Clear commissions: once a payment method is selected and a deposit or withdrawal amount is entered, the commission formula applied to the method is displayed, and the fee is automatically calculated. This helps clients make informed decisions when choosing their preferred method.
Real-time rate updates: when deposits or withdrawals involve currency conversion, clients can now manually refresh the rates to view the most current value. The rate refresh is optional and is intended for clarity. The rate applied at the moment of transaction is always up to date, ensuring accurate conversions even without manual refresh.
Transaction summary: after selecting a payment method and entering a deposit or withdrawal amount, clients can now view a detailed transaction summary before proceeding. The summary includes the amount to be deposited or withdrawn, the amount to be received, the current conversion rate, and any applicable commissions.
Transaction statuses and notifications: clients now receive real-time updates on the status of their transactions, helping reduce uncertainty and minimize the need for support requests.
Redesigned icons: the refreshed icons for payment methods are now better aligned with the overall design.
Simplified B2BINPAY deposit form
In the B2CORE UI, the B2BINPAY deposit form no longer displays fields for the amount, indicative amount, or conversion rate, as the funds are deposited when the transaction is processed on the blockchain after submitting the request in the B2CORE UI and receiving the deposit address, making these fields unnecessary.
Preview of key B2CORE UI features
Clients can now see a brief preview of B2CORE UI features before they access the Sign Up and Sign In forms through a new gallery showcasing main UI pages. This enhancement is designed to boost registration conversions and engage potential clients by providing them with an informative preview of the UI.
Automatic sign-in after registration
After successfully completing registration, new clients are now instantly signed in to the B2CORE UI without needing to enter their credentials on the Sign In page.
Verification in the onboarding process
New clients are now prompted to complete identity verification immediately after registration, streamlining the onboarding process to encourage faster verification, first deposits, and a quicker start to trading. Clients can still choose to skip this step and complete it later. If skipped, a friendly banner encouraging to complete KYC will appear on the Dashboard.
Interactive UI hints for new clients
New clients signing in to the B2CORE UI for the first time are now provided with guided hints on key elements across various pages, helping them quickly understand the basic functionality and get started with B2CORE efficiently.
Personal info update
Clients can now update their personal information directly in the B2CORE UI via the Profile Info menu. Any changes to personal data will reset the client’s verification level, requiring them to complete the KYC process again.
Streamlined fund management in the Savings menu
Clients are now prompted to deposit funds into savings programs or top up their wallets directly from the Savings menu when subscribing to a program and lacking sufficient funds to join it.
Additionally, if a client subscribes to a savings program without having the required wallet, they will be offered the option to create a new wallet in the required currency.
Enhanced widget management in the Dashboard
The Dashboard has become even more intuitive with a set of new widget management options designed to improve layout clarity and usability:
When multiple widgets are added, they now automatically align for a cleaner and more organized view.
Widgets can no longer be resized below the minimum size, ensuring all content remains clear and readable.
Widgets now snap into place, making it easier to arrange and maintain a structured dashboard layout.
Seamless authorization to Zendesk
When signing in to Zendesk, clients are redirected to the B2CORE UI Sign In page. After signing in, they are automatically taken back to the Zendesk page specified in the connection details under System > External connections, ensuring a faster and smoother support experience.
Improvements
In Bonuses > Bonus distribution, you can now view the history of transactions related to crediting or deducting specific bonuses on client trading accounts. This information is available on the Bonus transactions tab in the bonus details. Additionally, Back Office users with the appropriate permission can retry failed bonus transactions (refer to Bonus transactions.
For savings programs, the Cancellation penalty can now be set as a percentage of the invested amount, offering greater flexibility in penalty calculations. The higher the amount invested by a client, the greater the penalty will be in the case of early withdrawal. The penalty percentage can be applied to programs of both the Fixed and Flexible strategies (refer to How to create a savings program).
By the end of May 2025, the leverage parameter will no longer be applied directly to accounts on the TradeLocker platform. Instead, leverage will be configured per instrument within the platform. As a result, the leverage parameter for TradeLocker accounts is no longer supported in B2CORE.
Verification levels can now be restricted by country and jurisdiction, enabling you to create distinct KYC flows for clients based on their location and client type (refer to How to restrict the use of verification levels by jurisdiction or country).
Filtering options have been added to Systems > External connections. You can now quickly find the required connection by applying the filter for ID, Caption, Name, Provider, or Status.
Deprecated functionality
Integration with Google reCaptcha has been deprecated and is no longer supported. The reCaptcha step has been removed from the Registration and Authorization wizards and will no longer appear on the Sign Up and Sign In pages in the B2CORE UI.
December, 2024 🎄
New features
Introducing the Payment System Service (PSS)
We’re happy to announce the launch of the B2CORE Payment System Service (PSS), a powerful feature designed to streamline connections to external payment providers and cashier systems that aggregate multiple payment solutions. By configuring a single connection to a payment provider through PSS, you can give your clients access to a variety of deposit and withdrawal options offered by the provider and fully leverage its benefits.
Payment systems that can be connected to B2CORE through PSS are indicated in Integrations > Payment systems. Previous integration methods remain available for these systems, ensuring that existing connections can continue to be used.
If you intend to connect payment systems through PSS, please contact your account manager first to confirm the availability of PSS-supported connections on your B2CORE instance.
New PS integrations
The following new payment systems have been integrated:
Paymid – with support for deposits
PayRetailers — with support for deposits
Ozow – with support for deposits and withdrawals
iSmartPay – with support for deposits and withdrawals in THB.
Enhanced DXtrade integration
Integration with the DXtrade platform has been revamped and is now fully functional, providing the capability to open and manage client training accounts, along with deposits, withdrawals, and transfers via the Back Office and B2CORE UI (refer to How to integrate DXtrade).
Client segmentation by jurisdiction
Client segmentation by jurisdiction is now available. In the Back Office, you can assign countries to specific jurisdictions in Clients > Jurisdictions. Once configured, clients will automatically be assigned to the correct jurisdiction based on the country they select during registration. This feature enables you to effectively manage clients from different jurisdictions, assign managers to specific countries, and restrict their access to clients based on jurisdiction (refer to Clients > Jurisdictions).
New B2CORE UI
The redesigned B2CORE UI, first introduced about a year ago, is now fully implemented, powered, and optimized for seamless use. With this release, it officially replaces the previous interface, which has been discontinued and is no longer available.
Improvements
The Import Data module has been updated to offer a more user-friendly experience when importing client, account, and IB-related data into B2CORE. This feature enables you to quickly start using B2CORE with your existing client base, eliminating the need for complex migration processes (refer to Import data).
When manually crediting bonuses to clients on the Bonuses > Bonus distribution page in the Back Office, you can now assign captions to these bonuses. These captions will be displayed to clients in the B2CORE UI, enabling them to distinguish credited bonuses (refer to How to manually credit bonuses to clients).
A new setting, Enabled Two-factor auth providers, has been added to System > Settings, enabling you to control which 2FA methods are visible and available for clients in the B2CORE UI. You can select both Google Authenticator and SMS confirmation, or only one of them.
It’s now possible to show or hide the Nickname field in client profiles in the B2CORE UI by adjusting the corresponding setting in the Information showing section under System > Settings in the Back Office.
For platforms that support web trading terminals, such as cTrader and DXtrade, you can now enable one-click access to these terminals directly from the B2CORE UI. To set this up, specify the Web Terminal URL in the platform details upon navigating to Products > Platforms. When specified, the Trade button will appear on account cards in the B2CORE UI, enabling clients to open the web terminal with a single click (refer to How to enable one-click trading access from the B2CORE UI).
For cTrader, the terminal will directly open the account from which the Trade button was clicked in the B2CORE UI, eliminating the need for clients to search for the desired account.
For cTrader, when creating accounts in B2CORE, the client's first and last names are now automatically transferred to the corresponding First name and Last name fields on the cTrader platform.
For MetaTrader 4/5 accounts created via B2CORE, you can now control the Send reports option applied to accounts on those platforms for reporting purposes. A new setting, Use reporting on the platform, has been added to Products > Platforms in the Back Office. Enabled by default, it ensures accounts are created with the Send reports option active.
You can now add localizations for the captions of custom fields added to your Constructor method. When switching languages in the B2CORE UI, the field names will be displayed according to the selected language (refer to How to add custom fields for the Constructor deposit or withdrawal method).
The list of permissions that can be assigned to Back Office user groups in Users > Groups has been expanded to include new read-only permissions. These permissions allow Back Office users to view details in specified sections without the ability to make updates:
View banners– allows to view banner configurations in Promotion > Banners.View menu– allows to view the configuration of the menu for the B2CORE UI in Promotion > Menu.View client rights– allows to view permissions assigned to each verification level in System > Client rights.View rates– allows to view rates in Currencies > Rates.View groups– allows to view permissions assigned to Back Office user groups in Users > Groups.View mailing– allows to view configurations of email sending services and SMTP providers in Mailing > Marketing and Mailing > System.
The Rates field in transaction details, such as those in Finance > Deposits or Finance > Payouts, is now displayed as read-only. This ensures the rate used for converting deposit or payout amounts into the final currency can’t be modified.
Clients in the B2CORE UI can now archive demo accounts without requests that require admin approval in the Back Office.
The country and country flag displayed in the phone number field of the registration form in the B2CORE UI are now automatically identified based on the client’s IP address. This streamlines the registration process by eliminating the need for clients to manually search for their country in the dropdown.
The Switch option has been added to account details in the B2CORE UI, enabling clients to quickly switch between their trading accounts on the selected platform without the need to go back to the accounts list and search for the desired account.
Deprecated functionality
Integration with Acrobat Adobe Sign has been deprecated and is no longer supported.
The Event calendar has been discontinued and isn’t available anymore.
October, 2024
New features
New PS integrations
With this release, a new payment system, paypay89, has been integrated, with support for deposits and withdrawals. Supported currencies include THB, IDR, and VND, with settlements conducted in USDT.
Introducing bonuses on cTrader
We’re excited to announce the support for bonuses on cTrader. With this update, you can now automatically credit bonuses to clients upon deposits, configure bonus presets, and create temporary bonus programs for cTrader, similar to the functionality available for MT4/5.
Integration of RudderStack to enhance analytics
A new integration with the RudderStack platform has been introduced to enhance analytics capabilities. You can configure the connection to RudderStack in the External connections section of the Back Office. The platform collects data on new client registrations and helps evaluate marketing companies aimed at client acquisition. The collected data can then be sent to one of the data analysis tools like Amplitude, Google Analytics, or others.
Mobile app download settings
In System > Settings, the Mobile section now includes options to configure buttons for downloading your branded mobile apps for both iOS and Android. These buttons will be displayed in the B2CORE UI along with the download instructions (for details, refer to System > Settings).
Improvements
For deposit and withdrawal methods that use KoraPay as a payment provider, a new configuration option, Merchant bears costs, has been added. This option can be set to Yes or No and determines whether the commissions charged by the provider are added to the deposit or withdrawal amount specified by the client, or deducted from it.
The process of assigning new clients to managers has been significantly updated. New clients are now assigned to the default manager first, considering country restrictions. If the default manager can’t be assigned due to these restrictions or if no default manager is set, clients will be distributed sequentially among existing managers, without relying on their priority indexes (for details, refer to Clients > Managers).
You can now easily open the B2CORE UI Sign In page from the Back Office. The Open personal area link has been added to the top bar, giving you fast access to the B2CORE UI linked to your Back Office.
It’s now prohibited to configure cTrader products for the creation of cent accounts, as cent accounts aren’t supported on the cTrader platform. If attempted, an error message will be displayed.
In cTrader products the Mail option is now always set to Don’t send and can’t be changed, indicating that credentials won’t be sent to clients when creating cTrader accounts through B2CORE. This is due to all cTrader accounts being tied to a single cTrader ID, with one password for that ID.
Banners are now customizable for display to clients in selected countries and with designated verification levels (for details, refer to How to restrict banner display by country and verification level).
In bonus presets, the Ignored symbol groups field can now be left empty if needed.
The bonus option previously named Burn if balance < 0 has been renamed to Burn if Equity < Credit to more accurately reflect its functionality.
When creating MetaTrader 5 accounts through B2CORE, clients' first and last names are now correctly saved in separate fields on the MT5 platform, rather than being combined into a single field.
In the Back Office, you can now open and reject pending client requests related to trading accounts that are no longer accessible due to being archived or deleted.
Verification levels created on the Verification > Levels page can no longer be removed if they are assigned to active clients. Attempting to remove these levels will trigger an error message.
Verification level descriptions, if specified in the Back Office, are now displayed in the new B2CORE UI, allowing users to easily understand the actions and benefits associated with each level.
The status of verification requests approved in SumSub is now accurately displayed in the Back Office. Previously, statuses were updated only after opening these requests.
Deprecated functionality
The B2BINPAY section where you could view client wallets and withdrawals has been deprecated in the Back Office. However, deposit and withdrawal methods via B2BINPAY can still be configured and used.
July, 2024
New features
New WEBAPI 2.0 connections for MT4 and MT5 platforms
Connections to MT4 and MT5 are now established using WEBAPI 2.0. When your existing connections are migrated to WEBAPI, platform connection settings for MT4 and MT5 will be found in the details of the respective platforms under Products > Platforms, instead of System > External connections (for details, refer to MetaTrader 4/5 in Platforms).
As before, live and demo accounts require separate platforms. Therefore, two distinct platforms (for each MT4 and MT5) must be configured for live and demo accounts in Product > Platforms.
Enhanced exchanges
Exchanges in specific currency pairs initiated by clients in the B2CORE UI can now be configured to require admin approval. To enable requests of the Exchange type for specific pairs, navigate to Currencies > Currency pairs in the Back Office and set the Exchange request creation option to Yes for the relevant pairs. After the admin approval, such exchanges are executed using the rates specified in the approved requests. For details, refer to How to enable requests for exchanges in specific currency pairs and How to update rates in exchange requests.
PS integrations
After rebranding, the Volet payment provider, formerly known as Advcash, remains available for deposits and withdrawals in B2CORE.
Improvements
For enhanced security when signing in to the Back Office, the only supported method for 2FA is through time-based one-time passwords (TOTP), such as those generated by Google Authenticator. 2FA using email codes has been discontinued. Enable TOTP 2FA by clicking your email address in the top bar and selecting the TOTP option.
For address verification through ShuftiPro, you can now use the Standard Address or Enhanced Address verification plan. Both ShuftiPro plans are now supported for comprehensive address verification.
When exporting data from the Clients > General page, you can now include the Tags and Nickname columns in the export if they are selected in the Column visibility option and displayed on the page.
When configuring a connection to CentroID on the System > External connections page, the connection is now checked for both connectivity and credentials upon clicking the Test connection button.
When creating cTrader accounts via B2CORE, the country specified in the client’s profile is now automatically added to the account settings on the cTrader platform.
For Sticpay payments, transaction IDs are now included in the Invoice column in Finance > Deposits and Finance > Withdrawals. This enhancement enables you to easily match Sticpay transactions listed in the Back Office with those on the payment provider’s side.
The icon for Praxis is now visible in the B2CORE UI, provided that the icon name is specified in the respective deposit method configuration in the Back Office.
June, 2024
New features
Support for a new trading platform
With this release, the suite of integrated platforms in B2CORE has expanded to include TradeLocker. It’s now possible to open demo and live TradeLocker accounts via the Back Office and the B2CORE UI, make transfers, including transfers between accounts opened on other trading platforms, and view TradeLocker account statistics such as Balance, Equity, Credit, Leverage, and Free funds.
Zendesk integration
The Zendesk customer support platform has been integrated with B2CORE, offering ticketing, live chat, and AI tools for better customer engagement. For submitting and managing tickets, clients will be redirected from the B2CORE UI to the Zendesk interface.
Standard address verification with ShuftiPro
Address verification is now available via the ShuftiPro KYC provider. You can now request clients to verify their addresses and any other locations such as cities or countries using the following document types:
rent_agreement,bank_letter_receipt,employer_letter, andutility_bill.Enhanced Savings module
The Savings module has been enhanced to support more settings in your savings programs, including the use of
FixedandFlexiblestrategies. Savings programs enable clients to invest their funds to earn interest, allowing them to passively grow their crypto assets, similar to traditional bank savings accounts.Integration with Notabene
Integration with Notabene, a significant addition to the B2BINPAY payment provider, has been implemented. This integration empowers the provider with compliance capabilities for the crypto Travel Rule, ensuring enhanced security and regulatory adherence (refer to How to integrate B2BINPAY).
New B2CORE UI updates
The Bonuses page has become available in the new B2CORE UI. Clients can now view all bonus programs on the same page and filter them to display only the programs in which they can participate. The cards showing bonus program details have been redesigned to clearly indicate the conditions that must be met to receive bonuses, such as the required volume of traded lots or the number of days until the end of each program.
Enhanced trading account details now offer clients more comprehensive information and statistics. For example, clients can now scale the Equity chart by different time periods and view the overall account equity for all time. Additionally, on the Deals History tab, clients can switch between pending orders and open positions, and filter them by date and side.
A new widget, Favourite trading accounts, has become available. This widget displays MT4 and MT5 trading accounts marked as favorites by clients, enabling quick switching between platforms and account types (live and demo) to view the necessary accounts and their balances.
The deposit and withdrawal processes have been streamlined to offer a more intuitive experience. Among the enhancements are auto-suggestions in dropdowns for selecting options, elimination of unnecessary grouping, and improved display of QR codes.
It has become possible to display banners on any page of the B2CORE UI, such as Dashboard, Wallets, Deposit, Withdrawals, or others by configuring banner settings on the Promotion > Banners page in the Back Office.
Improvements
It has become possible to select the Margin calculation type such as Net, Sum, or Max for cTrader accounts. This option has been added to the settings of cTrader products on the Products > Products page.
It has become possible to set the default manager on the Clients > Managers page. When meeting the country restrictions, the default manager is automatically assigned to all new clients, eliminating the need for manual assignments.
The Administrators group on the System > Users > Groups page can no longer be removed and its permissions can’t be modified. Users included in this group are now granted full permissions. If you need to restrict permissions for specific Back Office users, create a separate user group and assign to it only necessary permissions.
On the System > Users > Users page, it’s now possible to view the date and time when a Back Office user was added and who added the user in the new Created At and Creator columns.
Two-factor authentication is now obligatory for all Back Office sign-ins. If 2FA isn’t enabled for your user profile yet, you’ll be requested to activate it before proceeding. Click your email address in the top bar, click Enable 2FA in the dropdown, and then select the method for delivering 2FA codes.
English is now set as the default fallback language for all the languages enabled on the System > Localizations page. This ensures a seamless user experience across different languages by using the English version when no translation or template in a specific language is available.
On the Finance > Deposits and Finance > Payouts pages, it has become possible to filter transactions by the Account type column.
The transactions listed on the Finance > Transactions page can now be filtered by custom periods. To apply filtering, specify the start and end dates in the filter fields under the Date column.
Updates to the integration of the ChipPay payment provider:
The Name field has been added. This field is pre-filled with the client’s first and last names for making deposits and withdrawals in the B2CORE UI.
The format of area codes has been updated to meet the payment provider requirements.
It has become possible to set up exchange rate adjustments in the deposit method settings for the ChipPay payment provider.
It has become possible to select a bank code in the deposit method settings for the Help2Pay payment provider. If selected, the code is used for deposits by default. If no bank code is selected, clients can choose one when making deposits in the B2CORE UI.
Resolved issues
The email notification sent to Back Office users now includes complete information without any missing details regarding the Internal transfer request event.
The bulk action to zero out balances has been fixed to reset the balances to zero for all wallets in a specific currency belonging to the same client.
The Update Balances option on the Clients > Accounts page has been fixed to accurately update balances, regardless of the upper or lower case used in client email addresses included in CSV files (for details, refer to How to update balances).
Filtering by the Status column on the Verification > Documents page now functions correctly, showing only documents of the selected status.
Clicking the client ID link on the Security > Blocked clients page now accurately redirects you to the details page of the clocked client associated with that ID.
March, 2024
New features
New PS integrations
A new payment system, Sqala, has been integrated, with support for deposits and withdrawals in Brazilian reals (BRL).
Savings programs
It has become possible to create savings programs. Your clients can subscribe to such programs and invest their idle funds to earn interest for holding the funds during a period set for each program. In this release, fixed interest rates are supported (for details, refer to Savings).
Improvements
For the BridgerPay payment provider, the deposit process via B2CORE UI has been streamlined. Now, the required fields for depositing funds are filled in automatically with client-related data.
The configuration of the Praxis payment provider has been enhanced to ensure secure transaction processing. Additionally, in order to meet the diverse regulatory standards, you can now enable clients from various countries to submit different sets of required documents for making deposits via this provider in the B2CORE UI.
It’s now possible to configure the Constructor payment method so that clients can attach necessary documents when making deposits or withdrawals using this method in the B2CORE UI (for details, refer to How to add the Constructor deposit or withdrawal method).
The following payment providers have been restored and can now be used:
WireCustom — for deposits and withdrawals
1-2-Pay — for deposits and withdrawals
It’s now forbidden to remove connections to email service providers on the Mailing > Marketing > Configurations page if these connections are used in email templates created on the Mailing > Marketing > Email templates page.
For convenient filtering, all possible transaction statuses have been added to the Status dropdown on the pages within the Finance menu in the Back Office.
New B2CORE UI updates
In the new B2CORE UI, the Summary section has been added for withdrawals. This section provides detailed information about a withdrawal, including the amount of applied commissions, exchange rates, and the final amount that will be withdrawn from the system.
If in the Back Office, a product is configured with the Minimum deposit option, the option is no longer ignored when creating accounts based on that product in the new B2CORE UI.
On the Deposit, Withdraw, and Transfer pages in the new B2CORE UI, when selecting accounts in dropdowns, the available accounts are now grouped based on their types, such as Fiat, Coins, MT4, MT5, and others.
The Last updated fields in the new B2CORE UI now use the full date format:
YYYY.MM.DD HH:MM.
Resolved issues
The Update balances option on the Clients > Accounts page has been fixed to process a large number of email addresses listed in a CSV file used for updating client balances.
The issue causing slow loading of popup forms for creating deposits and bonuses in the Back Office has been resolved, and they now load faster.
On the Deposit page in the old and new B2CORE UIs, the indicative deposit amount is now correctly calculated in the case when the amount was initially entered in the Payment amount field.
The ability to attach TXT files to HelpDesk tickets has been restored.
Deprecated functionality
Integration with Google Analytics has been deprecated in B2CORE.
The Back Office API has been deprecated. For any inquiries or assistance, please contact your account manager.
December, 2023
New features
New B2CORE UI
We are happy to introduce a new redesigned look of B2CORE UI. It has been created to streamline complex user scenarios, as well as keep the UI relevant and up-to-date with modern design trends.
Onboarding instructions are displayed on the new UI pages to help you get familiar with the main changes and enhanced scenarios.
Switch to the new UI
You can switch to the new UI on the Sign In page or after you have signed in to the B2CORE UI by clicking Go to New Interface.
To switch to the previous user interface version, click your profile icon in the top right and select Switch to Previous Version in the profile menu.
Main UI changes
User profile
You can now navigate to your user profile by clicking your profile icon in the top right. In the expanded profile menu, select options to view and update your personal information, verification level, the security status of your profile, and saved withdrawal presets.
Dashboard
Widgets that you can add to your Dashboard are now listed in a new left bar that is opened after clicking the Add Widget button. Click widgets to immediately add them to the Dashboard. You can add several widgets at once.
Wallets
Wallet details are now displayed in a new right bar that is opened after clicking a selected wallet. From the bar, you can make balance operations, view the recent wallet transactions, or navigate to your full transaction history.
Deposits and withdrawals
The procedures for making deposits and withdrawals have been streamlined, enabling you to select a wallet, then select if you want to make a deposit or withdrawal in a crypto- or fiat currency, and finally select one of the payment methods supported for a selected currency. After that, you get a deposit or withdrawal address or fill in the required fields to complete your transaction.
Internal withdrawals
On the Funds > Withdraw page, you can now select the Internal User option to withdraw funds from your wallet to the wallet of another user registered in the same B2CORE system.
Withdrawal presets
When making withdrawals on the Funds > Withdraw page, you can save withdrawal details as presets. A list of saved presets is now available upon clicking your profile icon and selecting Withdrawal Presets in the profile menu. Use saved presets to make quick withdrawals and eliminate the need to fill in the same information every time.
Transaction history
View the history of all your transactions on the same page by switching between the Deposits, Withdrawals, Exchanges, Transfers, and Internal Withdraw tabs.
Details of a specific transaction can now be viewed by expanding the transaction row.
Platforms
The cards showing the essential information about your accounts opened on various platforms have a new look and provide all the familiar functionality.
The enhanced form for adding new accounts makes it convenient to switch between demo and live options, select the account currency, and apply other settings.
HelpDesk
The HelpDesk interface has been updated. It has become more convenient to use the support chart, as well as work with tickets and track their statuses.
Working hours of support teams in specific languages are now displayed in a popup.
Mobile app download
If the mobile app is supported, it can now be downloaded to your mobile device by clicking the Download app button in the top bar and scanning the displayed QR code.
Improvements
A new Temporary bonus name column has been added to the Bonus distribution page in the Back Office, enabling you to indicate temporary bonus programs that are the most popular among clients.
Kyrgyz language is now supported for localization. If needed, the language can be enabled on the System > Localizations page in the Back Office.
Resolved issues
Information displayed on the Advanced tab in client details is now prevented from being accidentally reset to the same values for all registered clients.
The list of banks supported by PaymentAsia has been updated so that withdrawals made via the provider are processed correctly.
November, 2023
New features
Centroid integration
The Centroid platform providing connectivity to various trading platforms and liquidity sources has been integrated. With this release, it has become possible to create accounts in B2CORE by adding the accounts that have already been opened on Centroid, view information about the added accounts in the Back Office and B2CORE UI, and make balance operations, such as deposits, withdrawals, and transfers.
New document types for Shufti Pro
Along with
passportandselfie, theid_cardanddriving_licensedocument types supported by ShuftiPro can now be used for configuring KYC procedures in the Back Office.
Improvements
When making deposits and withdrawals using ChipPay in the B2CORE UI, the Phone Number, Name, and Region Country fields are now automatically filled in with information from a client profile.
The possibility to initiate several identical deposit transactions in a row in the B2CORE UI has been eliminated.
It has become possible to archive trading accounts with non-zero balances in the Back Office, eliminating the need to transfer funds from the accounts before archiving them. In this case, the existing balance is kept on an archived account. If the account is unarchived, its balance will become available again to the account owner.
Back Office user groups displayed on the System > Users > Groups page can now be removed only if no users are included in those groups.
It’s no longer possible to disable the default localization option on the System > Localizations page in the Back Office.
The client type identifier is now sent in requests to deposit funds using Praxis to ensure that such transactions are properly processed by the payment provider.
Deprecated functionality
The option to Allow users to share the same accounts has been deprecated from a list of platform settings that can be configured on the Products > Platforms page.
Support for the KYC provider Sapuma has been deprecated in B2CORE.
Resolved issues
When enabling 2FA for Back Office users, the Enable 2FA popup can no longer be closed by an accidental click outside the popup.
The Max Demo Trading Accounts and Max Live Trading Accounts options are no longer set to 0 (zeros) after updating a list of rights for newly registered clients on the Settings tab in the Back Office.
Clients can now complete their deposits via PayPal by confirming deposit information on the payment provider page instead of receiving an error message and being redirected back to the B2CORE UI.
When making withdrawals in MYR using PaymentAsi in the B2CORE UI, instead of the empty Bank Name dropdown, a list of available bank names for making withdrawals is now displayed.
The issue due to which the “Receiver Repeat Bank Account” error occurred when approving client requests to withdraw funds using ChillPay has been eliminated.
Withdrawals made in the Back Office using the manual provider are no longer stuck in the Pending status.
October, 2023
New features
2FA for Back Office users
For Back Office users, it has become possible to enable 2FA by using time-based one-time passwords (TOTP) from 2FA apps, such as Google Authenticator, or by using verification codes sent to their email addresses.
HTML templates are now rendered before saving
HTML email templates marked as enabled can now be saved in the Back Office only after they are successfully rendered and displayed in the preview.
Improvements
The Platform Group field located in the details of MetaTrader products can no longer be edited after client accounts have already been created based on those products.
If the only email service provider is configured for sending marketing emails (Mailing > Marketing > Configuration) or system emails (Mailing > System > Providers), the provider can’t be disabled or removed.
It has been shorten the period during which a new withdrawal or transfer request can’t be created by a client in the B2CORE UI if the previous one is still pending.
The email template for sending codes required to confirm withdrawals made via B2BINPAY has been added to the Back Office, enabling users to receive confirmation codes for withdrawal transactions created on the B2BINPAY > Withdrawals page.
It’s now possible to attach large files when adding comments to the Events log in the Back Office.
In the list of sent marketing emails, Instant is now displayed in the Sent At column for emails that were immediately sent after they were set up and saved in the Back Office.
Deprecated functionality
The B2BInPay v1 rates provider and Anfitraud module have been deprecated.
Resolved issues
The correct bank codes are now passed when clients make deposits in the B2CORE UI using ChillPay. In addition, all transaction statuses returned by ChillPay are now processed, ensuring that appropriate deposit statuses are displayed in the Back Office.
When making deposits in the B2CORE UI using Mercuryo, clients are now redirected to the correct payment provider page to complete their deposits.
The correct list of banks that can be selected to deposit funds in IDR using the Help2Pay QR Payment method is now displayed to clients in the B2CORE UI.
Successful deposits made using NicePay and Perfect Money are now correctly processed and no longer remain in the Pending status in the Back Office.
The invalid signature error that occurred after clients were redirected from the B2CORE UI to the EeziePay payment page has been fixed, enabling clients to complete their deposits.
Deposits in VND and CNY that were previously unavailable using ChipPay are now supported.
Transaction IDs (TxID ) generated for withdrawals made using B2BINPAY that were previously missing in withdrawal details in the Back Office are now displayed there.
Verification via Shufti Pro is now properly processed and causes no errors in the Back Office.
The Create from TR denied permission now works properly when enabled for eWallets and B2TRADER products in the Back Office. The permission forbids clients to add currencies and open B2TRADER accounts in the B2CORE UI.
The enabled reCapture no longer prevents clients from proceeding with the registration procedure in the B2CORE UI.
MatchTrader demo accounts are now opened with the start balance specified in the corresponding product configured in the Back Office.
The issue that made it impossible to load data on the MT Accounts tab in the client details has been eliminated.
The load of data on client accounts and balances in the Back Office has been accelerated.
The bulk action to make deposits to client accounts in the Back Office has been fixed to accept a product and a specific product currency in which deposits must be made.
Email notifications sent when the TransferSuccessfulOperation event occurs now include transfer details instead of displaying empty data.
The countries specified by clients during registration in the B2CORE UI are no longer removed from client profiles in the Back Office after any other profile data is edited by admins.
The clients are no longer prohibited from passing a verification procedure in the B2CORE UI if their current verification levels enable them to do this.
The free margin previously missed in the details of PrimeXM accounts in the Back Office is now displayed there.
In the Back Office, it’s now prohibited to disable product groups if they are connected to any product in order to forbid creating accounts without groups.
The Country restrictions option displayed in the dropdown upon clicking the Actions button on the Edit product page is no longer duplicated.
The Export option now exports data about all products created on the Products > Products page instead of exporting only the data about products listed on the current page.
The comments added to operations of allocating bonuses to client MetaTrader accounts in the Back Office are now added to MetaTrader as well.
If more than 50 currencies are added to a product, the list of added currencies isn’t now truncated when viewing product details and displays all the added currencies.
August 9, 2023
New features
PS integrations
It has become possible to make withdrawals using the FairPay payment provider. Deposits with FairPay are available only in USD.
It has become possible to make withdrawals in THB using the ChillPay payment provider.
When making deposits using ChillPay, it has become possible to select one of the supported deposit methods: Internet banking, Credit card, QR payment, or Bill payment.
Validation of payment provider connections
For the following methods, it has become possible to check payment provider settings by clicking the Check connection button added to the Deposit method and Payout method pages:
the BridgerPay deposit method
the CHIP deposit method
the B2BINPAY deposit and payout methods
Improvements
It is now prohibited to make a withdrawal, transfer, internal transfer, or exchange operation if there is another such operation that hasn’t been completed yet.
When users change passwords for signing in to the Back Office, new passwords are now validated to meet the specified complexity requirements.
When changing the date of birth in client profiles in the B2CORE UI, the birth date for clients under the age of 18 can’t be entered.
Resolved issues
For the Praxis payment provider, redirection from the B2CORE UI to the payment page and back now works properly when making deposits.
The error that made it impossible to approve client requests to withdraw funds using the Help2Pay payment provider has been eliminated.
Enabling the Skrill payout method in the Back Office no longer causes errors on the Funds > Withdraw page of the B2CORE UI.
If the auto-withdrawal option is enabled in the Back Office, a withdrawal request created by a client in the B2CORE UI is now approved automatically after the requested amount is put on hold and the withdrawal request status is changed from New to Pending.
May 29, 2023
New features
Cashback rewards
It has become possible to set up cashback reward programs for clients who trade on MT4 and MT5 upon navigating to Cashback > MetaTrader Volume in the Back Office. For each traded lot, clients can earn cashback rewards that are calculated based on the settings configured for each platform.
Improvements
It is now possible to make deposits in GBP using BridgerPay.
Resolved issues
The HTML template used to notify Back Office users by email about successful deposits now includes all the essential information that was previously missing.
MT account balances can no longer become negative in the case when clients attempt to make repeated transfers from their accounts while the platform connection is being restored after it was lost.
Alphanumeric values are now supported for the Zip code field that must be specified when making deposits using BridgerPay.
In the B2CORE UI, the withdrawal amounts that are automatically calculated after clicking the 25%, 50%, 75%, or 100% button are now displayed with decimal separators properly placed. The decimal separators were missing if the Russian language was selected in the B2CORE UI.
April 18, 2023
Resolved issues
Fixed an issue due to which event notifications failed to be delivered through Slack and email if the recipients list included the Back Office users whose profiles were removed.
Fixed an issue due to which the Back Office could hang when attempting to view the Events Log details.
Fixed an issue that prevented loading of the data on the Finance > Payout page.
Fixed issues due to which the successful deposits made using the PerfectMoney and FairPay payment providers could be assigned the Pending status in the Back Office.
Fixed an issue due to which the credentials of the payment provider assigned to the WireDocument method were displayed to clients when making deposits in the B2CORE UI.
April 4, 2023
New features
Detailed cTrader data available
The balance and equity values are now displayed for clients’ cTrader accounts in the Back Office and B2CORE UI, as well as the data about deals, orders and open positions.
Bulk deposits to client accounts
It has become possible to update account balances for multiple clients at once by using the Update balances button on the Client > Accounts page. After clicking the button, upload a CSV file containing a list of client emails, account IDs and amounts that you want to deposit to each account.
Improvements
The email, password and password_confirm fields are now displayed on the Custom fields tab when configuring the Registration wizard in the Back Office. You can change the order in which they are displayed in the registration form in the B2CORE UI.
To eliminate B2TRADER connection issues caused by the incorrectly specified value in the Callback URL field, this field has been removed from the configuration settings of the B2TRADER platform. The URL for sending callback messages is now set during B2CORE setups.
Tooltips are now displayed when positioning a cursor over the Process, Cancel and Change status buttons that can be used to manually process the transactions with the Partial status on the Finance > Transactions page.
Resolved issues
Fixed an issue due to which, after editing the data on the Back Office user details page, an email notification based on the AdminUserCreated template was sent.
Fixed an issue due to which newly registered clients couldn’t pass a verification procedure after clicking the Next step button on the Verification page in the B2CORE UI.
Fixed an issue due to which an error occurred when uploading the documents required for verification in the B2CORE UI.
Fixed an issue due to which the status of a closed help desk ticket could be updated in the B2CORE UI only after reloading the page.
March 21, 2023
Improvements
The OTC 365 payment provider has changed its name to ChipPay; B2CORE continues to support deposits and withdrawals made with the provider.
The options for managing event notifications have been updated as follows:
The list of events about which Back Office users can be notified has been expanded by adding new event types. To set up event notifications, navigate to System > Event notifications.
It has become possible to send event notifications to multiple Back Office users.
The available channels for sending event notifications now include Slack, Telegram, email and SMS. For Slack and Telegram, it has become possible to choose whether to send notifications to public channels and groups or as personal messages.
For each Back Office user, it has become possible to specify the identifiers of their personal Slack and Telegram chats for receiving event notifications. The identifiers are specified on the user details page upon navigating to System > Users.
On the System > Logs page, you can now track actions made by Back Office users.
The Internal comment column has been added to the Finance > Deposits and Finance > Payout pages.
Resolved issues
Fixed an issue due to which country restrictions didn’t apply to the document types defined for a verification procedure.
Fixed an issue due to which no data could be displayed in the TradingView widget after switching between workspaces in the Trading UI.
Fixed an issue due to which the Resolved status assigned to a ticket in an external help desk system appeared as Duplicate in the B2CORE UI.
Fixed an issue due to which the error “Signature is invalid” occurred when depositing funds using the Mercuryo payment provider.
February 28, 2023
New features
New PS integrations
A new payment system, Nicepay, has been integrated, with support for deposit operations.
Improvements
It has become possible to configure separate verification flows for different types of clients.
It has become possible to configure the settings of the Simple Exchange widget by navigating to Promotion > Dashboard in the Back Office.
The following fields for configuring mobile banners are now optional: Title, Subtitle, Button Title and Preview Text.
The invalid data contained in a CSV or TSV file is now ignored when importing client-related data on the System > Import data page. Such import operations are assigned the Success with errors status.
Fixed table headers and filter fields are now used for tables displayed on various pages of the Back Office.
The internal Back Office library has been updated and now includes updated form fields, pagination components and others.
Resolved issues
Fixed an issue due to which it was impossible to automatically upload predefined options for custom fields added for the Constructor method by retrieving them from a specified API resource if the API response was not linear.
Fixed an issue due to which temporary bonuses didn’t expire after reaching the specified lifetime value.
Fixed an issue due to which it could have been impossible to close the documents opened for preview in the Verified documents section in the B2CORE UI.
February 14, 2023
Improvements
When adding custom fields for deposit and withdrawal methods using the Constructor payment provider, it has become possible to upload a list of field options by connecting to a client’s API and retrieving the required values instead of specifying them manually.
It has become possible to make internal transfers from the wallets of the partner type to the wallets of the personal type and trading accounts.
When creating client accreditation tests, it has become possible to specify test descriptions in the Details field. The test descriptions are displayed under test titles in the B2CORE UI.
It has become possible to filter client requests by the Dealing approved and Compliance approved columns on the Clients > Requests page in the Back Office.
On the Services > Clients page, it has become possible to filter data by the dynamic columns.
For exchange transactions made by the admin user in the Back Office, the Exchanged By column now displays the name or email address of the admin who made a transaction.
Resolved issues
Fixed an issue due to which the Hold Amount column wasn’t exported to an XLSX or CSV file from the Clients > Accounts page of the Back Office.
January 31, 2023
New features
Export and import options for Back Office user groups
It has become possible to export and import the data about Back Office user groups on the System > Users > Groups page.
Improvements
The total deposit, total net deposit and total withdrawal amounts in USD are now displayed for each client on the Accounts tab in client details. Additionally, the total deposits and total withdrawals by all clients are displayed on the Finance > Deposits and Finance > Payouts pages.
The Select, Select All and Edit selected clients buttons have been added to the Clients > General page. Use them to collectively assign client tags and change client profile statuses.
When assigning tags to clients, it has become possible to replace the existing tags with the new ones by enabling the Overwrite current values option.
The email template used for notifications about new comments in the Event Log now includes the name of an admin user who has been tagged in a comment along with the admin email address.
When configuring deposit and withdrawal methods in the Back Office, a list of available currencies is now sorted alphabetically.
Resolved issues
Fixed an issue due to which an incorrect localization option could have been applied to emails notifying clients about newly created trading accounts.
January 19, 2023
New features
New PS integrations
The FairPay payment provider has been integrated, with support for deposit operations.
The option to make withdrawals in fiat currencies using the Mercuryo payment provider has become available.
Match-Trader integration
A new all-in-one FX trading platform Match-Trader has been integrated, providing the capability for managing client trading accounts and finances via the Back Office and B2CORE UI.
cTrader integration with IB
cTrader has been integrated with Introducing Brokers (IB), allowing you to configure and enable IB programs on this platform.
Feedback for HelpDesk services
The system for collecting feedback has been integrated, enabling your clients to assess the quality of your HelpDesk service and leave their comments about resolved tickets.
Improvements
It has become possible to import data related to IB programs (such as IB Email, Client Email and IB Type ID) by using a new import option named
import-ibs, available upon navigating to System > Import Data in the Back Office.When configuring verification levels in the Back Office, it has become possible to specify level descriptions separately for the B2CORE UI (in the HTML format) and for the mobile app (in the JSON format).
Specifying banner titles for desktop and mobile app versions has become optional.
When manually processing transactions with the Partial status, listed on the Finance > Transactions page, the modal windows containing explanations of further user actions are now displayed after clicking the Push, Cancel or Change status buttons.
To allow various departments to add specific parameters for configuring paid services, it has become possible to set up access to service parameters for different groups of Back Office users by navigating to a new Services > Categories page.
For temporary bonus programs, the Traded lots field is now displayed in the B2CORE UI, showing the volume traded by a client and matching the requirements of a bonus program.
It has become possible to set up delivery of email notifications to clients each time they sign in to the B2CORE UI. Such notifications contain the following sign-in details: date and time, IP address, device type, browser and location.
Resolved issues
Fixed an issue due to which it was impossible to upload a profile picture via the B2CORE UI if the uploaded image needed to be cropped to match the required size of 200x200 pixels.
Fixed an issue due to which admins who were permitted to view only the clients with certain tags couldn’t view the data on the Bonuses > Bonus Distribution page and create bonuses.
Fixed an issue due to which an error occurred after passing a client accreditation test if it included a close-ended question for which no correct answer options were specified.
Past releases
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