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B2Core Comes With an All-New CRM Interface to Improve User Experience

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The interface of a platform such as B2Core, a comprehensive CRM and back-office software suite for financial businesses, plays a vital role in the digital age. This is where users interact with the services and features offered by the platform. By combining aesthetics with functionality, the front end of a platform provides an intuitive and efficient experience to its users.

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B2Core version 4 has been launched with a completely updated front-end, user interface, trading functionalities, wallet management, and additional features. Let’s delve deeper into each of them.

Streamlined Dashboard UI

The B2Core Dashboard serves as a personalised command centre for its users. In the latest version, B2Core v4, a new left bar has been introduced that grants even greater control over the layout of the Dashboard. By adding widgets, users can easily access links, view information about their trading accounts, see relevant banners, and adjust their Dashboard to fit their needs.

The Dashboard is designed to be an interactive and constantly updated area, perfect for keeping track of financial activities and smoothly navigating through the platform.

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Component-Based Architecture

B2Core’s version 4 introduced a front-end architecture based on components. This modification has made the development process easier by combining the solution’s interface components library. These standard building blocks for the user interface have been individually tested and confirmed.

The interface can be updated and improved more quickly while ensuring quality by reusing it. Frequent rechecks of the code are reduced with this approach. B2Core CRM users will benefit from a more efficient and adaptable platform that is also reliable and streamlined.

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Wallet Management & Funds Handling

By clicking on a wallet in the Wallet section, users can now access a new right bar that has revolutionised how they view recent activities and access different transaction types.

The set of features in the Transaction Operations Module has been expanded to include functionalities such as deposit, withdrawal, internal withdrawal (found within the withdrawal page), transfer, and exchange options.

Users can now easily navigate their transaction history with the new reorganised Transactions History section. Each transaction row can be expanded to view details, and transactions can be categorised under distinct tabs for efficient organisation.

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Advanced Trading

The upcoming B2Trader Brokerage Platform (BBP) provides a sophisticated and easy-to-use trading experience within B2Core.

B2Core’s offerings are enhanced by integrating B2BinPay, a secure and efficient transaction processing product. Additionally, B2Broker’s liquidity solutions offer support with over 1000 instruments, covering all aspects from platform setup to risk management.

This ecosystem provides excellent services and comfort to clients, showcasing the company’s commitment to enhancing user experience.

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Centralised Profile Management

The Profile area of B2Core v4 is now located in the header for quick access. It integrates user settings, a security module, and verification processes.

The updated Presets page, where users can save withdrawal details, has been redesigned for easier navigation.

The Sign-in and Sign-up processes have been refined to focus on security and user-friendliness, making entry into the platform smoother and more intuitive.

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What Else Comes with B2Core v4?

B2Core version 4 includes additional UI updates to enhance user experience and operational efficiency further:

  • Empowering Introducing Brokers (IBs) — IB Dashboard and Reports now have enhanced filtering, banners, and promo sections for improved operational control and insights.
  • Enhanced Helpdesk — The chat functionality has been enhanced to provide better user support. Additionally, there is now a visual representation of the support schedule, and the UX for managing support tickets has been updated to be more intuitive.
  • Smoother Mobile Integration and User Onboarding — The mobile app has a QR code that allows users to transition from desktop to mobile easily. Additionally, every page has an Onboarding feature that helps users quickly get accustomed to new features and functionalities.
  • Refined Bonus Management — B2Core divided the Bonus Programs page into bonus programs and active subscriptions with filtering functionality.
  • Interface Flexibility — A new UI option has been introduced, allowing users to switch between old and new interfaces for a personalised experience.

The Bottom Line

The 4 version of B2Core marks a new milestone in the platform’s user experience. This update builds upon the recent integration of cTrader into the iOS application and brings about a transformation in the platform’s front end. It focuses on enhancing the user’s interaction with the platform, making it more intuitive, efficient, and dynamic. The update’s primary objective is to offer an improved user experience, not just in terms of aesthetics but in terms of functionality as well.

Discover the fantastic front-end enhancements of B2Core v4!

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