Sold by: B2BROKER
Deployed on AWS
B2CORE is the all-in-one CRM, Trader's Room and back-office platform built for FX, crypto and multi-asset brokers - trusted by 160+ firms managing 9M+ trading accounts globally. Manage onboarding, KYC, payments, IB programs and multi-platform trading (MT4, MT5, cTrader, B2TRADER, DXtrade) from one workspace. 150+ ready integrations with payment providers, KYC/antifraud vendors (Sumsub), CRMs (Salesforce, ActiveCampaign), Zendesk and SendGrid. Native iOS & Android apps, isolated AWS infrastructure and 24/7 dedicated support included.
Overview
B2CORE is the next-generation CRM, Trader's Room and back-office platform that powers brokerage operations end-to-end. Built by B2BROKER since 2014 and recognized as Best CRM Provider at Finance Magnates London Summit 2024, B2CORE consolidates everything a Forex, crypto, multi-asset, prop trading or OTC brokerage needs into one cloud-native product hosted on dedicated AWS infrastructure.
What B2CORE delivers:
- Client lifecycle: A fully featured Trader's Room gives end-users a single dashboard for balances, transaction history, wallets, multi-account management across trading platforms, internal transfers, deposits, withdrawals and analytics. Built-in KYC/AML with Sumsub integration, multi-level verification, jurisdiction mapping and Sumsub Antifraud rules keep onboarding compliant by default.
- Multi-platform trading: Native connectors to MetaTrader 4, MetaTrader 5, cTrader, B2TRADER, DXtrade and additional venues let one client account trade across multiple platforms with unified balances and reporting.
- Payments: 80+ payment integrations including B2BINPAY, Coinsbuy, LuqaPay, Visionpay (HILZI), Ozow and major card/bank rails. Static crypto deposit flow with conversion, indicative recalculations and clear fee breakdowns.
- IB & Affiliate management: Unlimited-depth referral trees, configurable spreads/commissions/lots/markup, real-time and scheduled payouts in crypto or fiat, visual analytics for partner acquisition and rewards.
- Back office: Client management, account control, financial activities, reporting, role-based User Groups, tag-based client routing, custom menu items, segmented bonus programs and full audit trail.
- CRM & marketing integrations: Salesforce real-time sync, ActiveCampaign and SendGrid for lifecycle email and reactivation campaigns, Zendesk for ticketing and chatbot, plus webhook and API extensibility.
- Mobile: Customizable native iOS and Android apps distributed via Apple App Store, Google Play and direct APK - with the same wallets, trading, transaction history and 2FA as web.
- Security & operations: Each tenant runs on isolated AWS infrastructure with continuous automated monitoring. Modular Dockerized microservices, CI/CD pipelines, end-to-end testing, TOTP 2FA, Nexmo and Google authenticator, IP whitelisting, Cloudflare integration and a unified secure Web API for reconciliations and reports.
- Scale: B2CORE processes deposits and withdrawals at production scale - $431M+ in deposits and $227M+ in withdrawals in Q1 2026 alone, across a base of 1.3M+ end-clients and 9M+ trading accounts.
- Support: A dedicated account manager, 24/7 helpdesk with 20+ specialists, public documentation at docs.b2core.b2broker.com, demos at demo.b2broker.com, and a continuous release cadence shipped by a team of 70+ full-time engineers.
Whether you're launching a new brokerage, migrating from a legacy CRM (full data import scripts provided), or scaling an existing operation past 100,000 clients, B2CORE replaces a $5M+ in-house build with a turnkey solution that goes live in weeks - not years.
Highlights
- One platform for the entire brokerage. B2CORE unifies CRM, Trader's Room, back office, IB management, KYC/AML, payments and mobile apps - replacing 5-10 separate vendors. Native connectors to MT4, MT5, cTrader, B2TRADER and DXtrade let a single client account trade across multiple venues with unified balances, reporting and 2FA security.
- 100+ ready integrations, free of charge. Connect 80+ payment providers, KYC/antifraud (Sumsub), CRMs (Salesforce, ActiveCampaign), email (SendGrid), helpdesk (Zendesk, Intercom, SupportPal) and more - in minutes, not months. Continuously expanded by a team of 70+ engineers shipping monthly releases.
- Enterprise-grade reliability with 24/7 dedicated support. Each tenant runs on isolated AWS infrastructure with Dockerized microservices, CI/CD pipelines, end-to-end testing and continuous monitoring. Backed by a 20+ person helpdesk and a personal account manager - the same stack that processed $431M+ in deposits in Q1 2026.
Details
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Delivery method
Deployed on AWS
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Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor, and additional usage. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. Usage-based pricing is in effect for overages or additional usage not covered in the contract. These charges are applied on top of the contract price. If you choose not to renew or replace your contract before the contract end date, access to your entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/month |
|---|---|---|
Starter | Included monthly deposit volume - $100,000 | $1,000.00 |
Advanced | Included monthly deposit volume - $333,333 | $2,500.00 |
Growth | Included monthly deposit volume - $1,000,000 | $5,000.00 |
Pro | Included monthly deposit volume - $4,000,000 | $10,000.00 |
Enterprise | Included monthly deposit volume - $20,000,000 | $20,000.00 |
Dimension | Description | Cost/unit |
|---|---|---|
"Starter" processing fee | Processing fee above threshold - 1.00% | $0.01 |
"Advanced" processing fee | Processing fee above threshold - 0.75% | $0.0075 |
"Growth" processing fee | Processing fee above threshold - 0.50% | $0.005 |
"Pro" processing fee | Processing fee above threshold - 0.25% | $0.0025 |
"Enterprise" processing fee | Processing fee above threshold - 0.10% | $0.001 |
Dimensions summary
You choose from five plans: Starter, Advanced, Growth, Pro, and Enterprise. Each plan pairs two pricing dimensions. First, you get an included monthly deposit volume, which rises as you move from Starter to Enterprise. Second, each plan charges a processing fee on deposit volume above that included threshold. This fee percentage drops as you move up through the plans. So plans with a higher included volume also apply a lower fee on the amount that exceeds the threshold. Pick the plan that matches your expected monthly deposit activity.
Top-of-mind questions for buyers
Your included monthly deposit volume covers client deposits processed each month up to your plan's threshold. Deposits within that threshold carry no processing fee. Once your volume passes the threshold, your plan's processing fee percentage applies only to the amount above it, not to the entire volume.
Each plan bundles an included deposit volume with a processing fee on excess. If your monthly deposits stay within the included volume, you pay no processing fee. If they exceed it, the fee percentage multiplies only the overage amount. Deposit activity above your threshold drives the variable part of your bill.
Yes. The vendor supports importing users from a previous solution. They customize a migration script to your specifications and transfer your data. A personal account manager guides onboarding and provides documentation on product functionality.
b2broker.com
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Vendor refund policy
B2CORE subscriptions are billed in advance and are non-refundable except where required by applicable law. To dispute a charge or request a refund, contact support@b2broker.com within 14 days of the disputed invoice, quoting your AWS Marketplace order ID and tenant name. Approved refunds are processed through AWS Marketplace within 30 days. Full terms: https://b2broker.com/iad/ .
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
Support email: support@b2broker.com (24/7 helpdesk) General/sales: sales@b2broker.com (from b2broker.com/contacts) Support URL: https://b2broker.com/contacts/ Documentation: https://docs.b2core.b2broker.com/ Description text: "Clients receive 24/7 multilingual technical support via email and ticketing, a dedicated account manager, and access to public documentation, release notes and live demos. Production incidents are handled around the clock by a 20+ person helpdesk; product enhancement requests are triaged into the standard B2CORE release cycle."
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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