The release is now live, and we are gradually delivering it. If you haven’t received it yet, it will be available to you soon.
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).
Payment methods previously configured via non-PSS connections remain available and fully functional — except for PayPal, which is now only supported through PSS.
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.
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
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.
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.
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
Client segmentation by jurisdiction
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
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 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.
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
Mobile app download 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 IDWise integration has been updated to meet the provider's latest changes and ensure that KYC procedures with the provider will continue to function properly within B2CORE.
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.
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
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
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, and utility_bill.
Enhanced Savings module
The Savings module has been enhanced to support more settings in your savings programs, including the use of Fixed and Flexible strategies. 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
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.
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
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.
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.
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 passport and selfie, the id_card and driving_license document 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:
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
2022
December 20, 2022
Improvements
It has become possible to limit session time for Back Office users by specifying the session duration using the User-admin Session option added to the System > Settings page. After reaching a specified time limit, users are automatically signed out of the Back Office.
The Device Management section available on the Profile > Security page has been updated to log data about devices, IP addresses and locations from which clients sign in the B2CORE UI.
A new IB > Reports > Trades page has been added to IB programs in the B2CORE UI.
Resolved issues
Fixed an issue due to which it was sometimes impossible to import to the Back Office the data about client dates of birth.
Fixed an issue due to which an error occurred when uploading client profile pictures via the Back Office.
December 6, 2022
Improvements
The option to specify ranges of MT account numbers that can be assigned to newly created client accounts is now available to MT platforms switched to the Frontman v4 connection.
To help you identify MT groups, the name and identifier of a product to which a selected MT group belongs are now displayed when moving MT accounts between the groups.
To prevent incorrect interpretation of decimal amounts, it is no longer possible to change a character specified as a decimal separator on the System > Localizations page.
November 24, 2022
New features
Data import to the Back Office
It has become possible to import data about clients and their accounts that was previously exported from other third-party systems to a CSV or TSV file. For this purpose, a new System > Import Data menu item has been added to the Back Office.
Improvements
On the Clients > General page, it has become possible to assign tags to multiple clients or change their profile statuses at once.
Profile pictures for Back Office users: it has become possible to upload avatars to Back Office user profiles. Avatars can help you quickly identify users that add comments to the Event log.
It has become possible to confirm withdrawals that clients make in the B2CORE UI by entering 2FA codes from the Google Authenticator app.
A new Exchanged By column has been added to the Finance > Exchange page and the Transactions tab in the client details. The column indicates if an exchange operation was made by a client in the B2CORE UI or by an admin in the Back Office.
On the Finance > Deposit wallets page, it has become possible to select filtering values for the Method and Currencies columns.
The template used for Slack notifications about withdrawal requests has been updated to include the following fields and links to the corresponding Back Office pages: Project, Client name, Client email and Task (containing a link to a withdrawal request that must be approved or rejected).
A new set of permissions for managing parameter presets (which can be configured on the Clients > Services > Saved presets page) has been added to the Client’s services permission category:
View presets
Create presets
Update presets
Delete presets
For deposit and payout methods using the payment provider titled Constructor, it has become possible to select a field type (text or Select with autocomplete) when adding custom fields to a method. Depending on a selected field type, the added fields are displayed in the B2CORE UI as simple text fields or text fields with suggested values.
November 8, 2022
New features
Commission Cashback
A new Commission Cashback menu item has been added to the Back Office, making it possible to distribute rewards between the users who have contributed to the promotion of a specified token. The rewards are distributed as portions of commissions earned from trading the token on an exchange for a given period.
Improvements
When configuring banners on the Promotion > Banners page, it has become possible to select an appropriate banner type: Desktop or Mobile.
On the Event log page, when attaching an image to a message, a user can now expand this image without opening it on a new tab.
For client requests of the Transfer type, the From free funds field has been added, displaying the amount of available funds on a client’s account.
For balance change operations, the Operation type names have been changed as follows:
from Credit to Deposit
from Debit to Withdraw
For the Advanced step of the Registration wizard, it has become possible to apply the unique_id_card_number rule to ensure that clients specify unique ID card numbers during registration.
It has become possible to check whether transactions with the Partial status have been executed on the MetaTrader platform by clicking the magnifying glass icon:
If a transaction was executed on a trading platform, its status in the Back Office changes to Done.
If a transaction is not found on a trading platform or the platform doesn’t support transaction check, you can process this transaction in the Back Office by clicking the push, cancel or confirm button.
The cancel button can now be used to cancel a transaction in the Back Office and attempt to cancel it on a trading platform if this transaction is found there.
The order in which deposit and withdrawal methods are displayed to clients in the B2CORE UI is now determined by the priority assigned to these methods in the Back Office.
When configuring menu options on the Promotion > Menu page, it has become possible to select the types of clients for which a particular menu option is available in the B2CORE UI.
The Export button has been added to the Security > Search by IP page, providing the capability to export filtered data to a CSV or XLSX file.
The data displayed on the Services tab in the client details can now be filtered by all columns.
Resolved issues
Fixed an issue due to which some clients couldn’t receive Slack notifications related to the Event log and withdrawal operations.
Fixed an issue that caused incorrect calculation of bonuses for trading accounts having the Factory value set to 100.
October 25, 2022
Improvements
It has become possible to allocate temporary bonuses only to trading accounts included in the selected MT platform groups.
It has become possible to upload 7-Zip and RAR archives to client folders using the Upload multiple files option on the Files tab in the client details.
After changing a client’s email address, the email used for the HelpDesk service now changes automatically. This enables clients to view the history of reported tickets, their statuses and message threads.
When entering a value in the Withdrawal amount field in the B2CORE UI, the Source amount field is now filled in automatically and displays a withdrawal amount in conversion to a required currency.
The answers to open-ended questions used in client tests are now saved after clicking the Next button and are not discarded if a client goes back to previous questions.
The banners configured for the Referral Programs section of the B2CORE UI are now displayed on a dashboard instead of being placed on top of the page.
October 11, 2022
New features
BitWallet supports withdrawal operations
In addition to deposit operations, the BitWallet payment provider now supports withdrawal operations.
A White Label solution for cTrader
It has become possible to configure a connection to the cTrader platform as a White Label solution by specifying the required company name in the White label field.
Improvements
It has become possible to specify a lifetime for announcements to be displayed to clients in the B2CORE UI. The announcements expire on the Due Date specified in the announcement details and are no longer displayed to clients.
When exporting data from the Back Office to a file, it has become possible to choose the file format: XLSX or CSV.
The Burn if balance < 0 option has been revised to burn bonuses once equity on an MT account becomes less than the account credit (Equity < Credit).
September 27, 2022
New features
New PS integrations
A new payment provider, Advanced Payment Systems (APS), has been integrated, with support for deposit operations.
New KYC provider integrations
A new KYC provider, IDWise, has been integrated, adding one more option for running an automatic KYC verification process.
Password reset for master and investment accounts
When clients reset passwords for their MetaTrader 4/5 accounts in the B2CORE UI, they are now required to select whether they want to reset a password for their master or investment account.
Improvements
In order to control which images clients upload as their profile pictures in the B2CORE UI, a new request type named Avatar has been added.
The maximum allowed amount for internal transfer operations per day can now be set in the Daily internal transfer field in the verification level details. If a client wants to make an internal transfer after reaching a specified limit, a request for the internal transfer must be approved by an admin.
The Total Balance widget now supports conversion of the total balance on all client’s wallets to any of the currencies available in your B2CORE system.
The buttons to process, confirm or cancel transactions with the Partial status have been added to the Finance > Transactions page.
For demo-type products, it is now required to fill in the Starting Amount field. This field indicates the initial amount that is credited to demo accounts created for this product.
Resolved issues
Fixed an issue due to which it was impossible to directly navigate to a comment added on the Even log tab in the client details after clicking a notification displayed in the top bar.
Fixed an issue due to which the client name wasn’t displayed in the email sent after successful registration.
September 13, 2022
New features
Support for hedged and netted account types for cTrader
A new option to specify a hedged or netted account type is now available when creating products for the cTrader platform. Based on the product settings, clients can select an account type when creating cTrader accounts in the B2CORE UI.
A new event type to trigger event notifications
It has become possible to receive event notifications via Slack and email about accreditation tests passed by clients.
The capability to select a fixed percentage to transfer or withdraw
In the B2CORE UI, clients can now select a fixed percentage of their account balance that they want to transfer or withdraw (the available options: 25%, 50%, 75% and 100%).
Improvements
The process of configuring a workflow for the Registration wizard has been enhanced to allow you to quickly add the Basic Information fields and specify their settings on the Custom fields tab.
For close-ended questions included in client accreditation tests, it is now possible to choose if you want to add a single or multiple correct answers.
The Internal transfer type has been separated from the rest of the transfer operations. You can filter a list of transfer operations by the Type column.
On the Finance > Deposit Wallets page, the Method column now displays a link to the details of a deposit method used to generate a wallet address.
The Test connection option for the B2TRADER platform now validates the credentials specified in the Front Office Client ID and Front Office Client Secret fields in addition to the other connection settings.
The tabs displayed on the client details page have been reorganized for easier navigation.
It has become possible to select specific folders and files that you want to download from the Files tab displayed on the client details page.
A client phone number is now displayed in the Personal information section of a client profile in the B2CORE UI.
The language specified in the Communication Language field in a client profile is now automatically applied to the Language Department field when creating a ticket on the HelpDesk page in the B2CORE UI.
It has become possible to search submitted tickets by their Ticket ID on the HelpDesk page in the B2CORE UI.
Resolved issues
Fixed an issue due to which the description of the first selected deposit method was displayed for the other deposit methods available to a client in the B2CORE UI.
Fixed an issue due to which the default B2TRADER workspace wasn’t restored after clicking the Reset button if the workspace had previously been closed.
August 30, 2022
Exchange and transfer operations between various platforms
It has become possible to exchange and transfer funds between wallets and accounts created on the B2TRADER, cTrader and MetaTrade platforms.
Support for Google Pay
You can enable Google Pay for specific payment systems to add one more option for your clients to deposit funds.
A new bonus expiration mechanism
It has become possible to configure partial bonus expiration for clients upon withdrawing funds. The new options have been added to the Bonuses section, which is available in System > Settings in the Back Office.
Improvements
A new Client Tags menu item has been added to the System > Users section. Use this option to view a list of existing client tags and create new ones.
The following improvements related to the Event log have been introduced:
The Events log > List page now shows a list of comments added in the Back Office that you can view based on the assigned client tags.
It has become possible to add descriptions to the Event log categories in order to indicate the purpose of each category.
Slack notifications about new comments added on the Event log tab now contain the text of these comments.
In the top bar, the red counter badges are now only displayed when the number of unread notifications is not zero.
The links to download cTrader for supported operating systems have been added to the cTrader page in the B2CORE UI.
The Equity charts displayed on MT account cards and in the account details in the B2CORE UI have been synchronized to show the same data.
The Next step button is no longer displayed on the Verification page in the B2CORE UI if no KYC wizard is specified for a verification level in the Back Office.
On the Exchange page in the B2CORE UI, more accurate exchange results are now displayed in the Amount To field.
Resolved issues
Fixed an issue due to which the country allocation rules were ignored when allocating newly registered clients among managers.
Fixed an issue due to which it was impossible to withdraw funds using the manual and constructor methods unless a PS currency (in which funds are debited) was specified, which is not a requirement for these methods.
Fixed an issue due to which it was impossible to search through a list of tickets reported by a client on the HelpDesk page in the B2CORE UI.
August 16, 2022
New features
New KYC provider integrations
A new KYC provider, Sapuma, has been integrated, adding one more option for running an automatic KYC verification process. When using Sapuma, in addition to required fields, you can define a list of custom fields (such as NIK, Place of Birth, Email, First Name, Date of Birth, Phone Number, Address, City, State, Country and ZIP Code) that your clients must fill in to get verified unless these fields have been already specified in a client profile.
Deposit method constructor
It has become possible to configure a new deposit method using the payment provider titled Constructor, which allows you to create a custom deposit form by adding to it a required number of text fields that your clients must fill in when creating requests for deposit operations.
Improvements
For bank transfer operations made using the Midtrans payment provider, clients now should specify only a transfer amount and select a bank. The other required fields are filled in with the data specified in a client profile.
The Backend images menu item has been added to the System section, allowing users to change logos and other images related to the Back Office.
It has become possible to add questions of three types to client accreditation tests:
open — indicates an open-ended question that can be answered by clients in free form.
close — indicates a close-ended question that can be answered by clients by choosing only one correct answer from a given list of options.
questionnaire — indicates a multiple choice question that can be answered by clients by choosing one or more answers from a given list of options.
A new status Test results pending has been added to specify that a client passed an accreditation test and the admin should check test results and either approve or reject them.
When MT4 and MT5 accounts are added to another account group, the account details (such as Product ID, Caption and Currency) are now updated automatically according to the group configuration. If the previous group was associated with a product that supports multiple currencies, the Product ID doesn’t change.
The Events log has been enhanced as follows:
The buttons View comments and Reply have been added to the Events log tab, enabling you to expand comment threads and add new comments to them.
Slack notifications about new comments for which you are marked as a recipient now contain links to particular comments added in the Back Office.
The currencies enabled for the B2TRADER product in the Back Office are now automatically added as assets to the exchange.
The bulk action to zero out client B2TRADER accounts has been enhanced to support the following options:
Enable or disable email distribution informing clients about an executed bulk action.
Execute a bulk action for all enabled currencies.
Specify the identifier of a withdrawal operation in the System log.
Support additional statuses identifying whether a bulk action was completed.
The date and time displayed for transfer, deposit and withdrawal transactions on the Transactions page of the B2CORE UI now indicate when transactions were processed.
Resolved issues
Fixed an issue due to which on the System > Countries page, the name of a national currency was displayed in the Citizenship column instead of the Currency column.
August 2, 2022
New features
A new mechanism for configuring automatic withdrawals
The options for enabling automatic withdrawals have been detached from verification levels and become associated with the payout operation type (available upon navigating to System > Operation types).
The following new settings have been added to the payout operation type details:
Auto withdrawal — this setting enables or disables the auto-withdrawal feature.
Auto processing rules — this setting specifies for which payout groups the auto withdrawal feature is enabled. All payout methods included in the specified payout groups will support auto-withdrawals.
For each verification level, the maximum amounts allowed for automatic withdrawals can be set in the Auto withdraw field located in the verification level details.
Client accreditation tests associated with verification levels
When configuring a verification level, it is now possible to use a new Passed Tests Needed option and select a required accreditation test that your clients must pass before submitting documents for obtaining this verification level.
Improvements
In order to preserve settings of the configured platforms, it is no longer possible to remove an existing external connection if it is associated with the platform set up to use this connection.
The columns that were previously available in the currency details for displaying detailed information about currencies (such as Markup: Sell, Markup: Buy, Precision and Block explorer) have been moved to the Currencies > Currencies section. Here, you can now view the complete data related to a currency as well as filter and sort this data by the available columns.
The maximum number of digits used to represent amounts in a currency in the B2CORE UI has been increased to 18.
The account cards shown to your clients in the B2CORE UI now display the time when an account balance was last updated and stay active even if the data about account balance is expired, still allowing your clients to operate their accounts.
Resolved issues
Fixed an issue that made it impossible to add the email option to the list of channels for the existing event notification.
Fixed an issue due to which the Quick Links widget didn’t display the link to the IB section in the case when this section was available in the B2CORE UI.
July 19, 2022
New features
Event Notifications
With this release, it has become possible to set up notifications about particular events and send them via Slack and email. To configure notifications, navigate to a new System > Event Notifications section of the Back Office. The following events may trigger notifications:
Tagging users in the Event log — notifications about the notes and comments added on the Event log tab in the client details, for which users are marked as recipients.
Payout requests — notifications about payout requests created by clients.
Slack bot integration
A Slack bot has been integrated, adding one more channel for sending event notifications.
Improvements
The Mailing Log tab has been added to the client details, allowing you to view a list of emails sent to a specific client. On this tab, you can export the email list to a CSV file.
The Hide balances option has been added to the Wallets section of the B2CORE UI, allowing clients to hide balances on their wallets for security purposes.
The Use redirect location only option has been added to the PAMM > Links section of the Back Office. With this option, you can redirect your clients to your own PAMM platform (using the URL specified in the Redirect location field) without attempting to authenticate them and create payment accounts.
Resolved issues
Fixed an issue due to which it was impossible to display the available options in the Document groups field in the verification level details.
Fixed an issue due to which clients were redirected to the Sign In page instead of the Sign Up page upon clicking the Not a member? Sign up now option in the case when they had previously signed out from the B2CORE UI.
Fixed an issue due to which it was impossible to save color settings applied to the TradingView widget after reloading the page.
July 5, 2022
New features
Enhanced security permissions for user groups
With this release, you can restrict user access to entire sections of the B2CORE UI by disabling specific “view” options in the System > Groups section.
Improvements
A new engine for the payment system RAMP has been implemented, following the recent major update to B2BINPAY, an integrated payment provider.
When creating a new verification level, you can now choose from among the available KYC providers that are listed in the Wizard drop-down menu displayed in the Verification > Levels section.
The Wallets Overview widget now displays the aggregate balance on all user wallets opened in the same currency.
It has become possible to introduce custom steps to the Registration Wizard pages displayed for the Advanced workflow type.
Resolved issues
Fixed an issue due to which duplicate transaction details were displayed upon rejecting a transfer request.
Fixed an issue due to which an incorrect commission currency was displayed in the Market/Limit widget.
Fixed an issue due to which different currencies were highlighted with the same color in the Wallets Overview widget.
June 21, 2022
New features
New PS integrations
A new payment provider, PaymentAsia, has been integrated, with support for both deposit and withdrawal operations.
New KYC provider integrations
A new KYC provider, iDenfy, has been integrated, adding one more option for running an automatic KYC verification process.
Event log categories
It has become possible to define categories to organize notes and comments that are added on the Event log tab in the client details. For this purpose, a new Clients > Events log section has been added to the Back Office.
Enhanced multiselect fields for service parameters
The multiselect fields available for configuring service parameters (in the Clients > Services > Parameters section) have been modified to allow you to quickly move predefined options between two columns to enable or disable them.
Improvements
The process of creating eWallet and B2TRADER products has been streamlined: it is now possible to select and enable multiple currencies when creating your products.
The following B2TRADER widgets can be added to the default Dashboard layout: Assets, Watch List, Open Orders, Filled Orders and Order Book.
It has become possible to hide QR codes displayed for signing in to the B2CORE UI from the Sign In page by leaving the Lifetime parameter (which is available in the System > Settings section of the Back Office) empty.
The size of QR codes displayed on the B2CORE Sign In page has been increased, making it possible to scan them using mobile devices with iOS 13 and 15.
The option for toggling password visibility by clicking the Eye icon has become available on the B2CORE Sign In page.
The password reset process for MT accounts has been streamlined: the window for selecting a password reset option (by either generating a random password or specifying a custom password) is no longer displayed if the Change Account Password (MetaTrader) wizard is disabled.
A request form on the HelpDesk has been extended to include a specific set of fields depending on the selected request option.
Resolved issues
Fixed an issue that made it impossible to sign in to the B2CORE UI when Google reCAPTCHA v2 was enabled.
Fixed an issue that prevented QR codes from being displayed on the B2CORE Sing In page when the light theme was enabled.
Fixed an issue due to which the Settings section of the B2CORE UI was unavailable in the case when a client wasn’t signed in to B2TRADER.
June 7, 2022
New features
Support for a new trading platform
With this release, cTrader has been integrated, allowing your clients to create cTrader trading accounts via the B2CORE UI.
Signing in to the B2CORE UI with QR codes
It has become possible to sign in to the B2CORE UI by scanning QR codes displayed on the Sign In page from the B2BROKER app to which you are already signed in.
Custom passwords for MT accounts
The option to set up custom passwords for MT accounts has become available in B2CORE. Now clients can choose to set up custom passwords or generate random passwords for their MT accounts.
Improvements
The B2CORE signup process has been improved for the cases when an expired invitation link is used to complete registration: the corresponding message is now displayed to users, and after that they are redirected to the Sign Up page of the B2CORE UI.
The option to select widgets that you want to shown on the default Dashboard via the B2CORE UI has been added. For this purpose, enable the Show by default switch for the required widgets in the Promotion > Dashboard section of the Back Office.
It has become possible to upload profile photos and specify nicknames for clients via the Back Office and B2CORE UI.
Resolved issues
Fixed an issue that made it impossible to open the details of MT demo accounts and display analytics data on them via the B2CORE UI.
For deposit methods for which transaction and payment currencies are set, fixed an issue due to which the minimum and maximum deposit values specified for a payment currency were applied to a transaction currency instead, which resulted in showing incorrect validation messages for the amounts that clients specified in the Deposit amount field via the B2CORE UI.
Fixed an issue that caused the data to be displayed beyond the column borders in the Quotes Widget MT in the case of a small widget size.
Fixed an issue that caused display of a list of available B2TRADER widgets instead of the Quick Limit Order and Quick Market Order widgets after their adding to a space.
Fixed the following issues related to the B2TRADER widget tooltips:
Fixed an issue that caused a B2TRADER space to become inactive after the last widget tooltip was displayed.
Fixed an issue due to which widgets located in the upper part of a B2TRADER space were not fully shown during the display of their tooltips.
Fixed an issue that resulted in showing the tooltip for an inactive TradingView widget.
May 24, 2022
New features
Support for new platforms
With this release, OneZero and PrimeXM have been supported. The section for managing OneZero and PrimeMX accounts is now available under the Platforms menu item in the B2CORE UI. To display these accounts, enable the OZ/PXM option (Promotion > Menu) in the Back Office.
New KYC provider integration
A new KYC provider, ShuftiPro, has been integrated, allowing you to verify client identity and documents.
A new Custom Commissions widget
A new widget, containing data on commissions that have been customized for clients trading on particular markets, is now available upon navigating to Profile > Settings via the B2CORE UI. This widget is only displayed to the clients who have been added to the Commissions / Custom group.
Improvements
It has become possible for clients to set up the default configuration for the Dashboard via the B2CORE UI by selecting the required widgets and customizing their parameters, such as the size and location on the dashboard. The default configuration set by a client is restored after resetting the Dashboard or signing out of the B2CORE UI.
The I Agree to checkbox, allowing you to get consent to custom agreements and terms from your clients, has been added to the cards for creating MT4/MT5 accounts. A link to the document to which clients should agree is specified in the Agreement Link field when configuring products via the Back Office.
Resolved issues
Fixed an issue that prevented loading of the Trades History widget when clicking the B2TRADER menu item in the B2CORE UI.
Fixed an issue with the TradingView widget that Firefox users might encounter: the widget displayed no data after switching between menu items in the B2CORE UI in the case when the widget had been previously changed to display specific data.
Fixed an issue that caused display of an incorrect flag on the Sign up screen when registering to the B2CORE UI with a phone number starting with +7.
April 26, 2022
Improvements
A new Reaction Date field has been added to the announcement details (Promotion > Announcements) in the Back Office. The new field shows the date and time when a client interacted with an announcement via the B2CORE UI.
When downloading client files from the Back Office, the filenames displayed in the Caption column on the Files tab in the client details are now used as filenames for the downloaded files.
The Compliance approved field has been added to client requests for withdrawals as well as to the list of withdrawal operations displayed upon clicking Finance > Payouts. This field identifies whether a compliance check for a withdrawal operation has been passed. The status of this field can be changed only by admin users who have been assigned the corresponding Compliance approved permission.
Resolved issues
Fixed an issue related to MT accounts that caused displaying MT4 accounts in the MT5 menu option and MT5 accounts in the MT4 menu option via the B2CORE UI.
Fixed an issue that caused the Quick Link widget to display no data in case the PAMM option has been enabled for the B2CORE UI.
Fixed an issue due to which the correct email and phone confirmation codes would not be accepted during the validation process under certain circumstances.
April 12, 2022
Improvements
Support for withdrawal operations has been added for the Midtrans payment provider.
The option for auto withdrawal has become applicable to all payment providers integrated into B2CORE. Clients do not need a B2CORE admin’s approval to withdraw amounts that do not exceed those specified in the Auto withdraw field for each verification level.
It has become possible to change the text color when adding notes on the Event log tab.
The Wallets Overview widget has been renamed to Total Balance and now displays the total balance on all client’s wallets in conversion to a selected currency (the widget supports the following currencies: USD, EUR, INR, CAD and GBP). A list of currencies that will be available to clients while displaying the total balance can be configured upon navigating to Promotion > Dashboard in the Back Office. A maximum of three currencies can be selected for the widget.
The Walkthrough widget visibility via the B2CORE UI is now configured upon navigating to Promotion > Dashboard in the Back Office.
Resolved issues
Fixed an issue that prevented widget data from being loaded in the mobile version of B2CORE UI when a device was rotated to a landscape orientation.
Fixed an issue that prevented the Filled orders and Inactive orders widgets from being fully loaded via the B2CORE UI.
March 29, 2022
Improvements
The mechanism for obtaining currency rates from B2BINPAY has been enhanced to provide more exchange rate data for each currency pair and deliver it faster.
Email notifications sent to admin users upon creating new records on the Event log tab of the Back Office have been altered: the Client ID field is now clickable and contains a URL that points to the corresponding record logged via the Back Office; the fields that display short and full company names have been added.
The Export button has been added to the Deposit, Payout, Transfer, Exchange and Withdrawal Wallet List pages that are available in the client details via the Back Office, enabling export of the data that is contained on these pages to CSV files.
Resolved issues
Fixed an issue due to which selection of deposit or withdrawal methods has been available to the clients who have not completed KYC verification via the B2CORE UI.
Fixed an issue that resulted in displaying data on all client’s accounts on the Analytics page of the B2CORE UI instead of displaying only the data on selected accounts.
Fixed an issue due to which it was impossible to display the Total Balance chart in the Wallets Overview widget if the total balance was equal to zero.
Fixed the following issues related to the Trading View widget:
Fixed an issue that prevented the Volume chart from being displayed in the Trading View widget after adding the corresponding indicator.
Fixed an issue that prevented the Trading View widget from displaying data after switching between tabs and then returning to the tab containing the widget.
Fixed an issue that made it impossible to display data in the Trading View widget using a mobile version of the B2CORE UI.
Fixed an issue that caused the Reset button to only reset the default B2TRADER workspace to its default configuration instead of resetting all workspaces in the case when there have been more than one workspace created.
Fixed an issue due to which it was impossible to restore the default B2TRADER workspaces by clicking the Reset button if these workspaces have been previously closed.
Fixed an issue that caused the SimpleExchange widget to be missing from the list of available widgets in the B2CORE UI.
March 15, 2022
New features
New PS integrations
A new payment provider, POLi, has been integrated, with support for deposits.
Improvements
Case-insensitive comparison of currency alpha codes has been implemented to correctly display available wallets sorted by currency code in the Wallets Overview widget regardless of the case of the currency alpha code specified in a client’s account.
The Dutch language has been added to the B2CORE UI.
Resolved issues
Fixed an issue due to which it was impossible to download the Withdraw page via the B2CORE UI.
Fixed an issue that caused an error upon clicking Profile > API Key Management in the B2CORE UI.
Fixed an issue that caused certain widgets in the B2CORE UI to display data only after reloading a page.
Fixed an issue due to which an error message was displayed after changing a language on the B2CORE UI Sign In page before switching to a selected localization.
Fixed an issue due to which the Files subgroup and the corresponding Upload Files permission were not available under the Right section located in System > Groups of the B2CORE Back Office.
March 1, 2022
New features
Transaction check
A new button, Check transaction, has been added to the details of Deposits and Payouts in crypto. Upon successful verification, a corresponding transaction record is created in Security > Transaction Monitoring. This option is only available for clients with SumSub KYT configured.
Improvements
When an SMTP connection test in the Mailing section fails, detailed error messages are now displayed, including information on validation and data input errors for each field.
B2BINPAY connectivity has been improved:
Asynchronous requests for wallets have been added to speed up the edit page loading for deposit and payout methods.
The Destination tag and Destination tag type fields have been added to Provider settings.
Resolved issues
Fixed an issue which caused the B2TRADER authorization error for clients that don’t provide exchange functionality.
February 15, 2022
Improvements
Integration with BerryPay has been improved. The format of asynchronous responses and the algorithm for generating a digital signature of transmitted data have changed.
Integration with B2BINPAY has been improved. When adding a new deposit method, the Local URL field in the provider settings is filled in automatically.
PAX currency has been renamed to USDP. The alpha code and caption have been updated.
For the Registration wizard, a new rule, english_chars, has been added. When enabled, the registration form in the B2CORE UI only accepts Latin characters for the First name and Last name fields.
The Index and Next level fields in Verification > Levels have become editable, which significantly simplifies creation and display customization of verification levels in the B2CORE UI. Previously, it was necessary to create levels in the reverse order — from the last to the first. In case of an error, it was impossible to edit the sequence of fields in the B2CORE UI.
A new Enabled for admin option has been added to the currency pair details. The Enabled option has been renamed to Enabled for client. This allows you to differentiate access rights to exchange operations via the B2CORE UI and B2CORE Back Office.
New fields have been added to the Currencies > Currency pairs table:
Max amount
Step
Hedging enabled
Enabled for admin
Enabled for client
Changing numbering of MT accounts in the B2CORE UI and B2CORE Back Office has been disabled until further improvements.
Resolved issues
Fixed an issue due to which the Profile > Settings > Tier and Profile > Security > WhiteList sections were not displayed in the B2CORE UI.
Fixed an issue due to which in the B2CORE UI, the Withdraw amount field retained the value of the previous input.
Fixed an issue that caused instant loading of the Trading UI.
February 1, 2022
New features
B2CORE UI menu management
A new section, Menu, has been added to Promotion. Here, you can manage B2CORE UI menu items, such as changing their visibility depending on the client’s verification level.
Client folders tree
A new section, Client folders, has been added to System. Now, you can create a folder tree with any nesting depth.
Features:
You can create predefined system folders in the System > Client folders section. These folders will be automatically added to all clients.
You can additionally create custom folders for a specific client, on the Files tab in the client’s details. Note that you cannot delete system folders here.
If a system folder is created with the same name as that of a custom folder of some client, it is not a problem: a _Custom postfix will be added to the name of the custom folder, and a system folder with the same name will be created next to it.
When renaming a folder in System > Client folders, it will be automatically renamed on the Files tab in the client’s details.
You can assign access permissions to a folder, to specify which groups of users can view and edit it in the Files tab.
By default, nested folders inherit the access permissions from the parent folder. Their access permissions cannot be broader than that of the parent folder.
When access permissions assigned to a parent folder are revoked from a user group, access to all nested folders is automatically restricted for these users.
When granting access permissions to a parent folder for a user group, it will NOT be automatically granted access to nested folders.
Successful registration event
A new event type, SuccessfulRegistration, has been added to System > Events. When a client registers via the B2CORE UI or an admin creates a new client profile via the B2CORE Back Office, a notification is sent to the admin email specified in the event. A new template, SuccessfulRegistration (to admin), has also been added to System > Templates.
New rate provider
A new rate provider, WazirX, has been integrated.
Improvements
When uploading multiple files, the drag-and-drop function is now available.
When configuring commissions for deposits/payouts methods, you can select multiple currencies at once.
When creating a new product, the currencies list is now sorted in an alphabetical order. A quick search field has also been implemented.
When creating a bulk action for zero balance, alpha codes instead of captions are now displayed in the currencies list.
A new provider, TransakV2, has been integrated into B2BINPAY.
In the transaction details, the Client field has become a link to a client’s profile.
The From account amount and From account equity fields have been added to the details of a Transfer-type request. If the account does not have these parameters, 0 is displayed. The current balance is obtained from the platform.
The process of receiving rates on the exchange page has been optimized so that only rates for currency pairs corresponding to client wallets are loaded.
Resolved issues
Fixed an issue due to which it was impossible to log in to B2CORE UI without previously refreshing the page.
January 18, 2022
This release was aimed at technical debt and improved stability.
Improvements
It has become possible to select an account type for cashback — trade or personal. For the personal account type, cashback is deposited to the wallet upon comparing the currency of the wallet with the currency of the trading account(s). In case the cashback has been calculated for more than one trading account, it is credited to the wallet in separate deposits.
Resolved issues
Fixed an issue due to which it was impossible to unarchive an MT account if Max accounts = -1 was specified in the product settings.
2021
December 21, 2021
New features
Clients accreditation
A new feature has been implemented allowing you to manage and configure client accreditation. A new Client Tests section has been added to the Verification page. In this section, you can specify questions that the client should answer to be granted a higher verification level in the B2CORE UI. In addition, a new Test results tab has been added to the client’s details.
Saving withdrawal details
Upon making a withdrawal request via the B2CORE UI, clients can now choose to save withdrawal details to avoid specifying the same information once again for each subsequent withdrawal. A new Finance section has been added to the client’s profile, where all saved withdrawal data is available. This data can be also accessed by administrators via the B2CORE Back Office by switching to the newly added Saved withdrawals tab in the client’s details.
Wallet Details
In the B2CORE UI, it has become possible to view a transaction history for a specified wallet.
Service presets
You can now create a pre-configured preset and quickly apply it when adding a new client service or customizing an existing one. Presets associated with specific services can be accessed in the Clients > Services > Saved presets section.
Improvements
The data in the Security > Transaction monitoring section is now filtered in descending order by the Transaction ID field by default.
A new button, Upload multiple files, has been added to the Files tab of the client’s details.
Information about service parameters has been added to the Clients > Services section. Service parameters are listed in separate table columns; the parameter values specified for various clients are indicated in corresponding rows.
In the B2CORE UI, the Delete account option has been removed until further improvements.
Resolved issues
Fixed an issue due to which precision settings were ignored when displaying amount values of the Transaction history in the B2CORE UI.
Fixed a validation rule for the deposit amount field. It is now based on precision settings set for the asset selected in the Deposit amount field.
Fixed an issue due to which problems occurred upon adding a withdrawal whitelist.
Fixed an issue causing incorrect resetting of a timer after re-sending a 2FA code.
December 7, 2021
New features
Multi-currency accounts
Starting with this release, B2CORE can process multi-currency accounts. A new tab Currencies has been added to the product details. After creating a product (base currency still has to be selected at this step), you can add an unlimited number of currencies to it. Settings of the added currency can overwrite product settings. In addition, creating products for the B2TRADER platform (which provides multi-currency accounts) has become easier. Previously, you had to create a platform product, and then create wallets for each currency with Wallet Wrapper. Now it all can be done at once, by creating a platform product and adding all required currencies to it.
B2BINPAY: Merchant clients and multiple address types
For B2BINPAY v2, processing of Merchant clients transactions has been implemented. Also, support for multiple address types has been added. In the settings of B2BINPAY methods, the Address Type field is displayed for currencies with multiple types of addresses.
Improvements
Editing the values of the Dealing approved (for payouts) and Fin verified (for deposits) fields has become available only to admin users with the appropriate access rights. The corresponding settings have been added to System > Groups.
For service parameters with type text, text wrapping has been enabled.
Several improvements have been implemented to Security > Transaction monitoring:
Transaction ID now displays the identifier of the operation itself.
Four columns that support filtering have been added: Created date, Email, Source amount, Source currency.
The Export button has been added.
To System > Users the following columns have been added: 2FA status, IP whitelist, Groups.
For Trading UI, skeletons have been implemented to display the loading state of widgets.
Integration with CoinMarketCap has been improved to receive rates for “rare” currency pairs: additional rates resource is accessed if there are no rates provided.
Integration with SendGrid has been improved to bypass the maximum limit of 1000 email recipients.
When signing up to the B2CORE UI, a pre-selection of a phone code has been added based on the chosen country.
Resolved issues
Fixed an issue that caused infinite loading of the Verification page in the B2CORE UI.
For MT4 and MT5 accounts, fixed an issue that caused infinite loading of Pending orders in Deals history.
Fixed an issue with the up and down sorting arrows that incorrectly sorted MT accounts and wallets by balance or name. The up arrow now correctly sorts in the ascending order and the down arrow sorts in the descending order.
Fixed an issue due to which the Reset button did not work for the TradingView widget.
For MT5 accounts, fixed an issue due to which the Profit parameter values in Deals history were displayed in exponential notation instead of decimal.
November 24, 2021
New features
Hiding recipients emails
When receiving emails sent via SendGrid, your recipients now only see their own addresses in the mailing list and do not see the emails of other recipients.
SMS daily limit
A new setting SMS limit for each recipient has been added to System > Settings > Other. Use it to limit the number of SMS that can be sent to each client per day and avoid uncontrolled spending of the balance. The setting will be applied to SMS sent during registration and 2FA confirmation. If the limit has been exceeded (for example, the client has already received the allowed number of SMS but could not enter the correct 2FA code), SMS are blocked for this client for a year.
Verification requests via Back Office
In the client details, a Verification request button has been added to the Documents tab. Use this button to upload files and create a request for the next verification level directly from the B2CORE Back Office. Important: you cannot create a request if an open request of the Verification type has already been created for this client.
New PS integrations
A new payment system, Help2Pay, has been integrated, with support for deposit and payout operations. The following currencies are available:
MYR — Ringgit Malaysia
THB — Thai Baht
VND — Vietnamese Dong
IDR — Indonesian Rupiah
PHP — Philippine Peso
Improvements
In the client details, the Files tab has changed location and is now located between the Services and Advanced tabs for quicker access.
It is now possible to reject Verification requests related to already deleted clients.
Cashback calculation mechanism has been improved:
Cashback percent has been renamed to Cashback value, which means it is no longer a percentage value. The calculation formula remains the same: cashback = lots amount × cashback value.
If two trading platforms are active and connected to the same database, cashback is credited only once.
Cashback is no longer credited for trading with demo accounts.
It is no longer possible to disable all languages in System > Localizations. At least one language must be enabled, otherwise it is impossible to save changes.
For B2BINPAY transfers, the Created value is now considered a date and time of receiving a final confirmation and not the date and time of creating a transfer as before. The aim behind this change is to prevent inconsistencies. For other payment systems, this value still indicates the date and time of invoice creation.
List view is now available for wallets in the B2CORE UI.
Resolved issues
For Google Chrome and Safari, fixed an issue which caused a logging out instead of refreshing the token after the access token expiry.
Fixed an issue due to which the email message was sent only to the first email from the uploaded CSV file and the other addresses were not processed.
November 9, 2021
New features
Immediate password reset
In the Back Office, the option to request a password reset from a specific client or all clients at once is added. When trying to log in, the client will receive a notification that the password is no longer valid and must be changed. Email verification is required before the password reset (with a verification code).
Improvements
Improved internal storage of system settings: added groups with unique names.
MT4/MT5 demo accounts can be archived without transfer of the remaining funds. Archiving is available in the client UI and Back Office.
For B2BINPAY v2 callbacks, added an additional check by currency alias to avoid errors in case of the name mismatch.
After deleting personal data (the Delete Account button), all active requests of this client are automatically rejected.
Resolved issues
Fixed an issue which caused a redirect to the dashboard when attempting to open the trading UI.
Fixed an issue due to which the TradingView graph was not displayed after several minutes of inactivity.
October 26, 2021
New features
Cashback for traded lots
Brokers can now set a cashback ratio to reward traders. The cashback is set as a fixed amount per each traded lot and is paid in the currency of the wallet.
Testing mailing connection
A new Test Connection button is added to the Mailing > System > Providers section and allows to test the status of existing connections. The automatic timeout increases after each unsuccessful email from 0 to 5, then 25, 125 seconds and so on, but will not exceed 52 minutes, after which the timeout loop will restart at 0.
New PS integrations
A new payment system, Gibilling, has been integrated, with support for payout operations.
Improvements
The Watchlist widget is completely redesigned, has a new sleek interface and provides better user experience.
The Whitelist and Device management widgets in the Security section of the B2CORE UI switched their places for the convenience of users.
Sumsub connection settings are improved so that during the SyncData, the system retrieves client information from the Personal info section of the Sumsub, instead of the Provided Personal Info section as it was before.
Resolved issues
Fixed a currency exchange issue where the Exchange button was inactive if the balance of wallet in the quote currency was zero.
Fixed an issue with incorrect rates being displayed for exchange operations involving Cryptocompare and BTC-Alpha rates providers.
October 12, 2021
New features
Auto bonus minimum
Admin users can now set a minimum deposit amount that will trigger an automatic bonus creation. The minimum deposit amount applies to each funds transfer made to an MT account. To explore the new feature navigate to System > Settings > Bonuses.
Auto bonus limit
Admin users can limit an overall amount of auto created bonuses paid to a client. When the overall amount of auto created bonuses to a client reaches the specified limit, new auto created bonuses will not be generated. Applies only to funds transfer to an MT account. To explore the new feature navigate to System > Settings > Bonuses.
Bonus burn on withdrawal
A new switch option Burn on withdrawal is added to the System > Settings > Bonuses section. If Enabled and a client makes a withdrawal — all bonuses calculated for a particular account will be burnt and marked as Expired; if Disabled and a client makes a withdrawal — all bonuses will remain active.
Table type for service parameters
Service parameters now have a new option Table type, which can be used to specify the number of columns and rows for that particular service. To explore the new feature navigate to Clients > Services > Parameters and edit a selected parameter.
Register as workflow feature
User registration wizard has a new workflow option Register As, which allows admin users to select the client type which will automatically be assigned to all new users registered via this wizard.
New filters for user settings
Admin users can now geographically limit the list of clients available to a particular user with the help of Include and Exclude options added to the Country field in the System > Users > Edit tab. If the Exclude option is active and a certain country is specified — the user with these settings will see a list of clients from all countries except a selected country. If the Include option is active and a certain country is selected — the user with these settings will see a list of clients from a selected country only.
Product view restriction by partner ID
Brokers can now restrict product access to a particular IB and consequently to such IB’s clients. The settings are made in Back Office and are reflected in the B2CORE UI.
Improvements
Urdu, Greek, Ukrainian, Finnish, Swedish & Norwegian languages are added to the API.
Error messages of MT4/MT5 Wrapper v3 are now displayed in a descriptive and easy to understand format.
Resolved issues
Fixed a bug where the TradingView widget would not automatically switch its data to match the market selected by the trader.
Fixed an issue where the Wallet widget was unnecessarily rounding up the Total balance sum.
Fixed an error occurring during an internal transfer in case there are two accounts with an identical ID.
Fixed an issue where transactions with a Partial status were listed in a list of deposits with a status Successful.
Fixed an error resulting in new MT Demo accounts to be created with zero balance without the consideration of prior Start amount settings.
Fixed a bug that hidden several field labels in user creation form in the admin panel.
Fixed an issue with an empty Amount field in a new deposit message sent to a client.
Fixed an issue with an incorrect operation of Countries field filter in User settings of the admin panel.
Fixed unsynced statuses display between the list of all transfers and details of each transfer.
Fixed an issue with the Mailing section not being hidden while the View mailing option was unchecked.
September 28, 2021
New features
Data masking
Administrators with full access privileges can now apply data masking options to another admin or admin group, by enabling the Mask Data and Update Masking Data checkboxes, respectively. When enabled, data masking prevents selected users from seeing the following client data: Client Name, Email and a Phone number. This applies to data displayed in the system as well as exported documents. To explore the new feature navigate to System > Users/Groups > Edit.
Client data protection tool in compliance with GDPR
A new feature that allows brokers to delete all personal client data of deleted client profiles is added. The following personal data will be removed from the system: First Name, Middle Name, Last Name, Email, Country, Address, Phone, Documents, Historical Data, Devices.
B2BINPAY transactions check
A new Check option is added to the B2BINPAY > Wallets section, and allows users to audit all B2BINPAY deposits or withdrawals for the selected time period.
New workflow type
New SendNotificationFlow workflow is added to System > Events > SuccessfulOperationHandler > Event handler workflow. The new workflow sends the details of all successful transactions to the email.
Wallet display currency
Users can now choose which currency their Wallet data will be displayed in. For now the available currencies are USD and EUR, with more new currencies being added in the nearest releases.
Improvements
Admin messages accessible from the message icon in the top bar of the home page are now always saved, regardless of whether they have been read or not. The list of tagged admins is displayed at the top of the message. Messages to the current admin, for easier navigation, have a different color indicator than the rest of the messages.
A Password field now cannot be removed from the System > Wizards > Edit element > Workflow, without the prior enabling of the Password Auto Generation option.
Users can now dynamically edit the following transaction details: Transaction hash, Status, Rate (USD). The Final amount of the transaction will be automatically recalculated.
All accounts/wallets, transactions, products and platforms related to B2Margin are removed from the B2CORE databases.
B2TRADER Adv UI Workspace widget structure is improved so, when a user moves or adds a new widget, the existing widgets stay in place instead of moving, and a layering principle applies until all widgets are set.
Resolved issues
Fixed a bug that was blocking the automatic generation of monthly financial reports.
Fixed a Withdrawal filter in transaction monitoring that caused zero entries to be displayed when the filter was applied.
Fixed In Progress status error in Finance > Payouts that prevented the payout processing.
Fixed an error with missing Payment Name and Name fields in exported data in the Finance section.
Fixed a bug that was blocking reports building in Security > Transaction Monitoring.
Fixed a bug where deposits with the transfer status callback unconfirmed were considered as confirmed.
September 14, 2021
New features
Files migration tool
A new Files Migration Tool is added, and allows you to move client files between directories simply by choosing the required directory in the Directory field of the Edit File tab. Files can only be moved to another directory of the same client.
B2BINPAY v2 rate provider integration
A new rates provider is integrated — B2BINPAY v2.
Root folders restrictions
A new section is added to System > Settings that lets an admin limit or grant selected users an access to root folders.
Improvements
New event log message feature was added to Clients > Details > Event Log, that sends an event log message to admins tagged in a message.
Resolved issues
Fixed a GBPay callback issue where the B2CORE did not recognize the callback sent by the payment system.
Fixed a GBPay integration issue where the generated Reference number, consisting of numbers, upper, and lowercase letters was not accepted by the payment system that only takes numbers and uppercase letters.
Fixed an incorrect displaying of empty values in Total Amount in Payments > Deposits.
Fixed an issue in Accounts table settings where unticking Hide zero balance option was not refreshing the table back to the full list.
Fixed an issue that was causing 2FA settings to be displayed as Disabled, for users that had 2FA option enabled.
August 31, 2021
New features
Transaction receival event
Added a new event type — SuccessfulOperation, which sends POST requests to a provided external URL upon receiving a new successful transaction: deposit, withdrawal, transfer, or exchange.
Balance receival event
Added another new event type — AccountBalanceReceived, which checks balances of SMS providers every 12 hours and sends email notification if the balance is low. Also, the corresponding email template was added — BalanceSmall.
Client data synchronization
To the SumSub settings added a new action — Sync Data, which starts the synchronization of documents and personal data (First Name, Last Name, etc.) about the client for clients with a verification level higher than 0. The execution can be checked in logs. Action triggering is allowed once an hour.
Improvements
Added a separate group of access rights for the Event Log tab of the client’s details.
For B2Margin and B2Margin Cash platforms, when you change the email in the B2CORE UI, the email on the platform changes.
B2TRADER platform settings are migrated to External connections.
Added the templates of email notifications on new deposits and rejected deposits. By default, the template of email notifications on new deposits is disabled.
Removed the following fields from the Services tab of the client’s details: Service Setup Fee, Service Monthly Fee, Service Sign Date.
To the parameter constructor in Services added the following types: text, numeric, date, select, multiselect, checkbox.
When archiving demo accounts, funds checking is now skipped and the account can be archived straight away.
The Nexmo provider was adapted to a new brand — Vonage.
Adjusted the Toshimart integration so that First Name, Last Name and Email are now taken from the client automatically.
Adjusted KYT integration with SumSub so that now exactly wallets that were used in the transaction are sent for the check.
Adjusted the BPay integration for external deposits with adding a new provider — BPayExternal.
Resolved issues
Fixed an issue which caused markups to be ignored in the calculation of the final deposit amount in deposits with conversion.
Fixed an issue due to which disabled countries were still available for selection at registration.
Fixed an issue which caused session expiration at the login page due to the slow connection.
For Windows 10, fixed an issue which caused widgets refresh after switching to another tab in Google Chrome.
Fixed infinite redirect when switching to the Exchange page after login.
Fixed incorrect display of percentages on progress bars of bonus widgets.
Fixed an issue due to which any indicator added to TradingView disappeared after switching to another page.
Fixed an issue due to which the auth request was sent after each click.
Fixed an issue due to which anti-phishing code didn’t accept values written in Cyrillic.
Fixed incorrect margin level calculation for OneZero accounts. New correct formula is:
Fixed an issue due to which in the email notification about withdrawal request, the codes of custom fields were displayed instead of their names.
August 3, 2021
New features
Tagging and notifying an Admin
The dropdown list was added to the Event Log tab of the client’s details when creating a new comment. Use the dropdown list to tag an admin. The admin will be notified via the new icon, which was added to the upper toolbar. By clicking the icon, and then clicking a message, the admin will be redirected to the client’s details Event Log tab.
Directories
The functionality of using directories (folders) was implemented for the Files tab of the client’s details.
AdvCash withdrawal channels
Added AdvCash withdrawal channels inside the provider, now you can configure the channel on System > Payout system > Payout methods page in the admin panel.
Improvements
External system id field was added to Services > List, as well as to the service creation form.
Improvements to Services > Clients:
New fields: Client internal type, Client type, Company short, Company long, Tags, and Manager.
ID is clickable and leads to the client’s details.
The Service name is clickable and leads to service details.
Email is clickable and is copied to the clipboard.
Simple Exchange in Adv UI now supports switching between buy and sell operations. For example, you can switch BTC/USDT market to USDT/BTC.
We merged B2Margin & B2Margin Cash into a single platform. The configuration was partly moved to External Accounts for ease of use.
We have enhanced BPay integration, making it possible to receive callbacks from external systems and crediting end-user by checking user ID in the details.
Now you can view the service details on the Services tab of client’s details even if you lack the permissions to edit it.
B2TRADER authorization is now using tokens instead of cookies.
The export functionality of Finance > Exchange and Finance > Transfers pages was improved by optimizing requests to the datab.
Resolved issues
Fixed value rounding for Amount and Final amount fields, when exporting Finance > Deposits.
Fixed an issue, which allowed the withdrawal of an unpermitted asset using account_id.
For B2TRADER Adv UI, fixed an issue, which caused spontaneous page refreshing.
Fixed an issue due to which page horizontal scrolling failed to return to default value after pulling widgets outside the border on the Dashboard page.
Fixed an issue that caused TwilioPhone to not appear in the external connection list.
Fixed an issue that caused the CoinGecko rates provider not to display rates.
Fixed an issue, which caused a logout error of an authorized user, when changing user status to Inactive.
Fixed an issue, which prevented you from seeing the Anti-Phishing Code in emails.
Fixed an issue, which could cause an infinite redirect while opening the Exchange page.
Fixed an issue, which caused the added Anti-Phishing Code not to display if SMS 2FA is enabled.
July 20, 2021
New features
Twilio Voice integration
The new Twilio Phone provider was added to External Connections. Set it up to be able to dial a client from the personal info page.
CoinGecko Integration
CoinGecko API integration. The open-source rates provider.
Profile > Security
Several blocks were moved to, and new blocks added to the Profile > Security page:
Address Management moved from Settings.
Two-factor authentication moved from Settings.
Added Anti-Phishing Code block (4—20 non-special characters). Becomes available after enabling Google Authenticator.
Added Device Management block which displays the list of trusted devices.
Improvements
The SMTP server settings were added to the admin panel in the Mailing section. It is possible to configure the email storage period, the resend, and the deletion of an unsent email.
Added a monitoring feature to prevent the abusive activity with Adv UI. If more than 20 widgets were added or more than 20 resizes/movements were performed within a minute, the user will be prompted to reset the Workspace and stop the abusive activity.
Optimized export of payouts lists. Download speed increased up to 4 times, email sending speed increased up to 3.5 times.
Resolved issues
For BetaTransfer PSP, fixed an issue that caused the return of the incorrect currency list during the creation of funds withdrawal method in admin panel.
Fixed the TradingView widget, which could display incorrect data after socket reconnection.
Fixed an issue due to which the TradingView widget refused to resize the chart.
Fixed an issue due to which during the deposit/withdrawal method changing, the rate of the previous method was displayed.
Fixed an issue due to which always the first currency was deposited in case multiple PS Currencies are used.
Fixed an issue that caused the dropdown lists to stick to the screen while scrolling the page.
July 6, 2021
New features
Payout method constructor
The Constructor payout provider has been added. General settings are identical to other providers, but with an additional Custom Fields block, which has an Add Field option. Fields names can be edited. Fields values can be set when creating a payout and also will be available in the corresponding client’s request.
Improvements
Optimized export of clients, accounts and payments lists. Download speed increased up to 4 times, email sending speed increased up to 3.5 times.
Payeer settings were migrated to External Connections. Now B2CORE owners can configure the exact channel of Payeer payout in the method settings in order to configure separate commissions/naming etc. for different channels.
For B2Margin Cash, added the possibility to authorize to the trading UI with a token.
For PrimeXM, added request settings for transfers.
To the Deposits and Payouts tables, added the Final Currency field — currency in which funds were credited/debited. For more convenience, this field is also displayed in the tables on the Finance tab in client’s details, along with the Rate currency and Rate (USD) fields.
When searching by IP in Security, the Hide IP duplicates option is now available. Enable it to group entries by unique email + IP pairs.
4-hour candle timeframe added to the TradingView widget.
Resolved issues
Fixed an issue due to which, in the Trade history widget, lots values were set to 0 for all instruments.
Fixed display name for internal client type “agent”.
Fixed an issue due to which, during payouts with conversion when only one PS currency is available, the incorrect destination currency was displayed in the Back Office.
Fixed an issue due to which the link to a specific currency pair did not work on the Public exchange and all widgets displayed the default currency pair.
Fixed an issue due to which the New Deposit Amount option affected the deposit amount in destination currency (TR Currency) instead of source currency (PS Currency).
Fixed an issue due to which the Fee Product value on the Trades tab in the client’s details were not displayed.
June 22, 2021
New features
PrimeXM integration
Now it is possible to configure connection to the PrimeXM platform and retrieve clients accounts. In the Back Office detailed information on balance, equity, margin, PnL, transfers from/to the account will be displayed. In the B2CORE UI, PrimeXM accounts will be displayed on the Wallets page.
Simple exchange for B2TRADER
A new widget has been added to the advanced UI. Simple Exchange provides the ability to exchange currencies via FOK orders if both wallets are on the B2TRADER platform.
Improvements
Now all custom fields of the rate provider are checked for validity. Also, if the provider is just created and has a password field, it will be created disabled; when trying to enable the provider with an empty password field, an error message will appear.
Bonus details for the client now display the fields that were set when the bonus was created.
B2Margin Cash logins are now stored in the B2CORE UI.
After reaching max inactivity, the accounts are no longer archived, only the trading option is disabled.
For Banners and Announcements, the Button URL field has been added. If the value is specified, by clicking on the button, the client will be redirected to the specified URL.
When creating MetaTrader accounts, it is now available to select the Investor Only template which contains no Password, only Investor Password.
A new type of client request has been added to quickly filter requests related to Introducing brokers.
Resolved issues
Fixed an issue which caused an error when trying to view exchange details.
Fixed an issue due to which the Internal Transfer item was not displayed in the menu for some clients despite the access rights.
Fixed an issue due to which empty wallets list was displayed when loading the Wallet page.
Fixed an issue due to which accounts which require approval were created without requests.
For Introducing brokers, fixed sorting and filters by country, latitude, longitude and position lifetime.
Fixed an issue due to which the language select window was not properly displayed in the exchange interface.
Fixed the gaps on the TradingView widget which occurred when zooming out and scrolling the chart.
Fixed incorrect translations in payout requests.
June 8, 2021
New features
Hedging fail handler
A new type was added to Events. You can now receive email or Slack notifications which contain transaction ID upon hedging failed for exchange operations.
Request receival handler
Another new type was added to Events, which sends email notifications when a request of a specific type is created.
B2TRADER platform support in IB
Another trading platform was added — B2TRADER. Connection to the platform and commission payment plan can be configured in the B2CORE Back Office.
Improvements
Now verification level cannot be saved if a non-existing class is specified as a wizard.
In the Registration wizard fields constructor, the Label field value is now mandatory.
Several improvements for the B2Margin Cash platform:
In the account details, the trading platform groups are now displayed and can be edited.
In the product details, it is now possible to set several platform groups.
When editing the platform group of a product or B2Margin Cash platform account, only one group in one domain is allowed.
Added nonce value to the private API requests to B2TRADER platform. Nonce is a 64-bit integer which is unique within a 22 seconds time interval in the frame of the used public key. It is used to improve the security of trading methods. Applicable for B2CORE with B2TRADERShadow platform configured for exchange hedging purposes.
For B2TRADER platform authorization, tokens are now used instead of cookies.
The value of the currently active external connection is now sent in the snsHost field for the verification request.
In Introducing brokers, base and quote currencies were added to symbol details, trades details, and reward details.
In Introducing brokers, naming was reworked and improved for reward states and details, trade details, and symbol details. Data displaying was reorganized to improve convenience.
Resolved issues
Fixed an issue due to which the Open Orders widget displayed zero in Price of limit orders.
Fixed an issue that caused an unexpected error when canceling an order.
Fixed the expired session problem when re-logging to the B2CORE UI in Safari.
Fixed an issue that caused slow data loading when re-switching to the exchange tab in the B2CORE UI.
For the Trading View widget, fixed default chart type. Now it’s always Candles.
Fixed the behavior of the Remove tooltip, which did not disappear after deleting an entry in the WatchList widget.
For MT4 and MT5 Accounts, fixed an issue due to which accounts data was not displayed if there were no transactions.
Fixed incorrect displaying of connected B2BINPAY v2 wallets when configuring deposit method.
Fixed calculations for deposit methods with conversion.
May 26, 2021
New features
SumSub KYB
When changing the client type (individual/corporate), the client’s verification level in the B2CORE UI and verification system will be set to 0. Re-verification will be required. This option is available if Client Resetting Mode is enabled in External Connections for SNS. It is disabled by default.
Event log
A new tab was added to the client’s details. On this tab you can add notes and commentaries about the client. Supported text formatting, hyperlinks, attachments, replies and message editing.
Parameter constructor for services
It is now possible to configure additional parameters for each service. When adding a service to a client, these fields will be required.
IB symbols export
Now it is possible to export settings to CSV, change the formula and then import these symbol settings in the same or in a different IB Type. The Export button is available on the Symbols tab of IB Type details.
Min position lifetime
New parameter was added to MT4 and MT5 platforms in Introducing brokers. If a position was closed earlier than the min position lifetime, it is not taken into account in rewards calculating.
Improvements
We have significantly enhanced our authorization technology.
iDenfy and IDM settings were moved to External Connections.
Optimized rates receiving from CryptoCompare. Now instead of sending a request for every pair we accumulate the pairs and send one request for all.
New supported formats on the Files tab in the client’s details: DOC, DOCX, XLSX, CSV, PAGES, NUMBERS, ZIP.
API Key in B2TRADERShadow platform configuration is now visible.
Now every export request can be done in a matter of minutes.
Asynchronous balances are now updated right on the open page with no need to refresh.
Added PostgreSQL reporting support for MT5 in Introducing brokers.
In Introducing brokers, tier ID was replaced with tier name.
Min position lifetime parameter was added to MT4 and MT5 platforms in Introducing brokers. If a position was closed earlier than the min position lifetime, it is not taken into account in rewards calculating.
Added MaxMind diagnostics to Introducing brokers services.
IB now supports PostgreSQL reporting for MT5 apart from being only MySQL before.
Resolved issues
Fixed an issue that caused user to be banned due to Client Rights release.
Fixed an issue due to which Transaction Monitoring sent email notifications on “green” transactions.
Fixed an issue due to which on mobile devices deleting the Wallets Overview widget removed also the Quick Links widget.
Fixed an issue due to which the Add Widget link was displayed over the banner when creating a new workspace.
Fixed incorrect behavior of the Verification widget after re-login.
Fixed an issue due to which the trades history was not updated after disconnecting the exchange.
April 27, 2021
New features
Clients access rights
You no longer have to manage client rights from different parts of the Back Office. Clients access rights management has been moved to the Clients Rights subsection in the System. You can create and edit access levels, assign a level to a client from the details of his profile, etc.
Transaction verifying handler
A new type was added to Events. You can now receive email notifications once a RED transaction is detected in Transaction Monitoring (KYT SumSub). The notification contains transaction details and risk score.
Account created handler
Another new event type, which sends POST requests to a provided external URL when opening an account for a client. Request body contains the client’s identifiers, account number, and product details.
IB Reports
The Reports section has been added. At the moment, Acquisition report and Payment report are available.
IB API Clients
You can now connect your application and get API access to them via the Back Office. In Services > Security > API Clients, you can add an API client and get Client ID and Client Secret. You can delete the clients also, if necessary.
Improvements
Integration with ChillPay has been adapted for payment statuses, success and error URLs were added to the method configuration.
Added validation to the Lots per unit field in Bonus Presets. Now zero value cannot be saved.
Balances on all remaining (Transfer, Deposit, Withdraw, MT5, MT4, Internal Transfer) pages are now updated asynchronously for quick and correct displaying of information.
The Wizards functionality has been improved: repeated signals of already completed wizards steps are blocked.
For the IB section, we have reworked and optimized the naming of entities related to Symbols.
Resolved issues
Fixed an issue due to which the Download file button did not work when exporting reports.
Fixed CSV-template for reports exporting.
Fixed an issue due to which client’s data from SumSub were not displayed in the client’s profile.
Fixed incorrect display of the password recovery window.
Fixed infinite loader in Safari when trying to load history in trading account details.
Fixed an issue due to which filter by clients registration date in IB did not work.
Fixed an issue due to which in the Firefox browser the tooltip was hidden behind currency balances on the Pie Chart Widget.
Fixed an issue that caused a wrong caption when depositing with the Wire method.
Fixed an issue that caused an error when interacting with Mercurio, if the client did not have the country value specified.
Fixed an issue due to which the Need help link in the footer could not correctly process HTML formatting.
April 13, 2021
New features
B2Margin platform groups editing
Added the ability to remove/add trading platform groups for accounts. It is now possible to select several platform groups, but only one group in the domain. New functionality is available in account details.
New PS integrations
Two more payment systems have been integrated — EeziePay and 9PAY.
Improvements
In Antifraud, to the Identical IP Used By Multiple Accounts event, the Verification Level Monitor setting has been added, which allows you to specify the verification levels of the clients you want to check.
For B2Margin, it is now possible to authorize in the Trading UI by token.
For B2TRADER, a special comment is displayed for the operation when the hold is returned.
Monitoring and running of processes Introducing Brokers is now more convenient: we have analyzed and improved the captions of processes, making them more declarative.
We have added validation for the Options Type of the select field in the Registration Wizard.
Resolved issues
Fixed an issue due to which in the Back Office it was possible to create a withdrawal request with an empty value of the withdrawal wallet.
Fixed an issue that caused incorrect behavior (infinite loading, drag-and-drop block) of MT4/MT5 Payment Accounts and Trading Accounts widgets after they were added to the B2CORE UI dashboard.
Fixed an issue due to which the chart on the TradingView widget was not displayed for day/week/month time intervals.
Fixed an issue due to which the First Transfer Activation option for trading did not work.
Fixed an issue due to which the theme of the chart did not change if at the time of changing the theme of the B2CORE UI, it had not yet loaded.
Fixed an issue due to which the language of the interface was not displayed if only one localization was available.
March 30, 2021
Improvements
Antifraud updates:
We have added a check for unauthorized changes in the user’s verification level.
Information about all clients is now displayed in details of the Identical IP Used By Multiple Account notification.
MetaTrader5 platform and product updates:
The First Transfer Activation switch has been added to the product settings. If Enabled, all accounts are created with the Trade Enabled right turned off, this right is added upon the first successful transfer to the account.
The Max Inactivity field has been added to the platform settings. All accounts with a balance less than or equal to 0, for which there have been no balance transactions for more days than specified in this field, will be archived. The check runs once a week.
We have migrated HelpDesk settings to External Connections. Now B2CORE owners can configure HelpDesk by themselves with no waiting from the B2CORE team.
CryptoCompare Rates provider integration was adjusted to be able to insert a secret key in provider details.
We have added notifications about long report generation.
Vpay integration updates. The account parameter was moved to provider settings.
Now only admins with Update client’s request permission can audit requests.
We removed the non-relevant Account number field from the Total Balance pie chart.
Background images for banners are now supported for all pages. Previously we supported it only for the dashboard page.
Balances on the Dashboard and Wallets pages are now updated asynchronously for quick and correct displaying of information.
Resolved issues
Fixed an issue due to which an incorrect set of fields was displayed during Advanced registration for select, multiselect types with no configured options.
Fixed an issue due to which the Hide zero balance flag was missing in Accounts.
Fixed an issue due to which request color settings could not be applied.
Fixed validation process for advanced Registration step fields with numeric values of the Name attribute.
Fixed an issue that caused the Amount missing in the Trades History.
Fixed problems with Signing in with desktop Safari.
Fixed an issue with the Asset widget where not all assets were displayed.
Fixed an issue that caused the Trading View widget to freeze in place when dragging and dropping and resizing adjacent widgets on the Dashboard.
Fixed an issue due to which a newly created wallet was displayed only after the page refresh.
Fixed an issue that caused incorrect fee calculation display for Buy Limit orders.
Fixed an issue due to which notifications upon ticket status changing were not displayed and some other small fixes in the HelpDesk.
Fixed an issue due to which for some clients 2FA confirmation via sms was unavailable.
Fixed an issue that caused incorrect tier fee displaying for some clients.
March 16, 2021
New features
Device management
Device management provides an opportunity to take a unique “fingerprint” for each client login. Each fingerprint contains a set of data about the login and device. A list of devices is available on the Devices tab in client details.
Improvements
We have added asynchronous updating of balances, which significantly speeds up the loading of user accounts.
We have added a profile picture and a nickname to Client Profile.
The Connections subsection was renamed to External Connections to improve clarity. For each connection, the Type field was added, which currently supports two values: Payment system and Other. Now when creating a new Deposit/Payout method only connections with Payment system type are available for selection. Also, the Enable/Disable option was added to connection details.
We have migrated SumSub configuration into the External Connections. Now B2CORE owners can configure the integration by themselves with no waiting from the B2CORE team.
Clients who are not connected to SumSub can now disable transaction monitoring. It is also possible now to specify a list of currencies to monitor. New settings are available in External Connections.
The Comment field was added to Services List and Services Groups.
Antifraud notifications can now be filtered by Responsible admin users.
Exceptions for antifraud notifications can now be set for the pattern of email addresses. For example, if the exception rule is created for user*@email.com, the antifraud system will not be triggered for any address which starts with user and ends with @email.com like user+1@email.com, etc.
Now we process callbacks without transaction IDs from B2BINPAY v2.
For deposit/payouts via WireDocuments provider admin users can now edit the amount of a transaction directly in the request.
Resolved issues
Fixed an issue due to which some clients could see infinite loading when viewing client accounts.
Fixed an issue that causes incorrect HTML displaying of the customer agreement on the registration page.
Fixed an issue due to which export of accounts by currencies did not work for some clients.
Fixed a rule which caused problems with the first name and last name fields when registering.
Fixed an issue that caused problems with verification levels via SumSub.
Fixed an issue due to which permissions for Clients Requests worked incorrectly.
Fixed problems with proxying requests at the server level.
Fixed Offline notification in the B2CORE UI interface.
Fixed an issue due to which some labels in the B2CORE UI could be displayed incorrectly.
Fixed an issue due to which order book in the Trading UI of B2TRADER and B2Margin could be displayed incorrectly after long inactivity.
Fixed an issue that caused incorrect display of the absent rate in the Total Balance widget.
March 2, 2021
New features
Wallets overview widget
We have completed yet another Dashboard widget, the most representative and informative one, now end-users are able to check their asset balances and its USD-equivalent in both card and pie chart view.
Wizards v2
We have completely reworked and polished wizards functionality, which provides you with an opportunity to configure on the side of the Back Office some parts of business logic, like registration, password recovery, profile changing, verification, etc. Each wizard has a list of steps available for installation and a list of default steps. The System > Wizards section is now available in the menu. We keep working on improvements.
Improvements
We have developed Public Adv UI for all our B2TRADER Exchange clients. This feature is available upon account manager contact.
Now when changing the email of a user with the B2TRADER platform through the Back Office, the email will be automatically changed also on the platform.
Balance (USD) and Balance (EUR) fields were added to clients accounts.
We added several adjustments to the iDenfy integration to make it even more efficient.
We have improved handling of unsuccessful hedging. Now hedging status and logs are available in transaction details.
We have added transfer details, where you can also see Request Info if the transfer was made via the request.
We added Address Management to the Security section, where you can see which addresses the client has added to the whitelist.
We added Final Amount and Final Currency to Deposits and Payouts tables.
Now you can see which admin has added a comment on the Compliances Tab.
No more double verification for Mercuryo payment system: we can now use the SumSub token for it.
We have changed the logic of the calculation of Min Deposit Amount in product details, it will ignore the restriction in case of 0 or empty value.
We have made several adjustments to make Back Office tables more efficient and quicker to load.
Resolved issues
Fixed an issue due to which account balances in crypto were displayed with wrong precision.
Fixed an issue due to which historical info on email changes was not displayed.
Fixed an issue that caused Back Office freezing after transfer creation.
Fixed Antifraud false alerting for identical phone numbers used by multiple accounts.
Fixed an issue due to which Blockchain fees for withdrawals via B2BINPAY v2 were not displayed.
Fixed an issue that caused Bank Wire Local to not display information correctly.
Fixed an issue with permissions due to which the Client Services section could be unavailable for editing.
Fixed an issue that caused workspaces to reset after the refresh.
Fixed an issue due to which all widgets switched to the default currency pair after page refresh.
Fixed an issue which caused incorrect navigation by clicking on the logo.
Fixed an issue that caused incorrect values of 24h Volume/Change parameters in the Watchlist widget.
February 16, 2021
New features
Audit of financial operations
We have developed and implemented an audit algorithm that checks financial transactions and calculates abnormal discrepancies. New Audit button is now available in Clients > Requests.
Improvements
We are proud to present Mailing 1.1 — we added:
sending an email to all customers at once,
importing recipients from a CSV file,
attachments to an email,
a visual editor for HTML tags,
a preview of an email,
easier template creation and saving an email as a template,
webhooks for Sendgrid.
We have improved hedging: now it can be enabled/disabled for a currency pair, and when exchanging hedging can be disabled for certain types of clients.
We unified transaction details for client requests. Now withdraw requests through all providers will show transaction details entered by end-user.
Now we can process more State codes for PAMM IB.
Upgraded twilio/sdk to version 6.
Resolved issues
Fixed an issue due to which a rejection reason was not displayed in the email notifications on a failed deposit.
Fixed an issue due to which the Created field was not displayed at exporting of transfers.
Fixed an issue that caused showing the incorrect currency for deposits with conversion.
Fixed an issue due to which user restrictions (such as Client Tag) did not apply to export.
Fixed an issue that caused an error when trying to create an applicant that already exists in SumSub.
Fixed an issue due to which wrong MT5 Accounts were displayed in client’s details.
Fixed an issue that caused an Access denied error for Client Services and Services Groups editing with appropriate permissions enabled.
Fixed an issue with failed deposits and actualized integration with Sticpay.
Fixed several issues in B2TRADER Advanced UI, such as a non-working light theme, infinite redirect when clicking on the logo, and other small fixes.
Fixed an issue that caused products to ignore Restrictions with Auto Creation on Login turned on.
Fixed an issue that caused Multiple IP Addresses to trigger with failed authorizations.
February 2, 2021
New features
SumSub transaction monitoring
We have developed a completely new KYT functionality through SumSub integration. Now our clients who are connected to SumSub will be able to check their transactions and see the risk scores, where the money came from and all key signals about it. The new functionality was added to the Security > Transaction Monitoring section.
Improvements
We have reworked integrations with B2Margin and B2TRADER to provide more stability and efficiency to these services.
We have reworked B2TRADERShadow needed for a converter hedging purposes platform to be connected through API keys that can be generated in the B2BX cabinet.
CoinmarketCap rates provider integration was updated and is now fully functional.
MT Accounts in the Back Office are now divided into tabs corresponding to the active platforms, to optimize loading and visualization of the tables.
Added Deposit Wallets export functionality to the Back Office.
All B2TRADER’s clients are now switched to a new updated, optimized advanced UI.
For top-ups with conversion we have removed unnecessary currency selection if there is only one currency available.
Other small UI improvements.
Resolved issues
Fixed an issue due to which 2FA stayed enabled for the enduser after disabling it from the Back Office.
Fixed an issue due to which multiple products with Liquidity type could be created.
Fixed an issue due to which the admins with specified client tags could not create new clients. Now a new client is created with the same tags as the admin.
Fixed an issue that caused blue Error snackbar to show on the login page.
Fixed an issue that could break monthly reports generation.
Fixed an issue that caused infinite loading of transfers table.
Fixed an issue due to which Ignored symbol groups selector was empty during bonus or bonus preset creation.
Fixed an issue due to which mobile numbers were displayed as confirmed while they were not, as twilio was not connected.
Fixed an issue that could not proceed Simplex deposit payment.
Fixed an issue that caused Decta payment gateway payments to stay in New status even though they were successful on the payment gateway side.
Fixed an issue that caused the login page to freeze sometimes when trying to log in.
Fixed an issue that caused incorrect layout display of verification levels in the B2CORE UI.
Fixed an issue due to which charts were not displayed in the trading view.
Fixed an issue due to which the payment details set in wire-custom were not displayed.
You can view the complete list of PSS-supported payment systems in . They are marked with Yes in the PSS-supported column.
For more details, refer to .
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 .
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 ).
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 ).
Payment systems that can be connected to B2CORE through PSS are indicated in . Previous integration methods remain available for these systems, ensuring that existing connections can continue to be used.
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 ).
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 ).
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 ).
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 ).
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 ).
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 ).
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 like Amplitude, Google Analytics, or others.
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 ).
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 ).
Banners are now customizable for display to clients in selected countries and with designated verification levels (for details, refer to ).
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 ).
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 and .
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 ).
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 ).
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 ).
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 ).
For convenient filtering, all possible have been added to the Status dropdown on the pages within the Finance menu in the Back Office.
The list of events about which Back Office users can be notified has been expanded by adding new . To set up event notifications, navigate to System > Event notifications.
The capability to customize the priority of exchange rate providers for each currency pair has become available via the Back Office. For this purpose, the Rates Custom Priority field has been added, allowing you to set the existing exchange rate providers in a desired order (for details, refer to ).
Migration to the New WebSDK SumSub has been completed. For more information, check the .
