October 26, 2021¶
Export button is added to the number of sections and tabs and allows to download available data. For most sections, unless stated otherwise, the data is downloaded in CSV format, and retains all filters and a structure of the original table. The Export button is only visible to users with granted Export permissions. Explore the new feature here:
Banners – Introducing brokers > Program > Introducing Brokers > Edit > Banners Tab.
Links export – Introducing brokers > Program > Introducing Brokers > Edit > Links Tab.
Currencies – Introducing Brokers > Payments > Currencies section.
Account transactions – Introducing brokers > Payments > Accounts > Edit > Transactions Tab.
Transaction rewards – Introducing brokers > Payments > Accounts > Edit > Transactions > Edit > Rewards Tab.
Logs – Introducing brokers > Logs section.
Countries – Introducing brokers > Preferences > Location > Countries section.
Processes – Introducing brokers > Processes section.
Accounts – Introducing Brokers > Payments > Accounts section. The data in the Accounts section is downloaded in CSV format, and retains all filters and a structure of the original table except for the Balance field, which does not get exported.
October 12, 2021¶
List of transactions in the Introducing Brokers > Payments > Transactions section can now be exported via the Export button that replaced Excel and CSV buttons. The data is downloaded in CSV format, and retains all filters and table structure of the original table. The export feature for this and other sections and tabs is only available to users with Export permissions.
List of symbols can now be exported in the Introducing Brokers > Platforms > Symbols and Introducing brokers > Programs > Types > Symbols Tab sections via the Export button that replaced Excel and CSV buttons. The data is downloaded in CSV format, and retains all filters and table structure of the original table.
Trades data for a particular account or a client can now be exported via the Export button located in Trades Tab in Introducing Brokers > Platforms > Accounts and Introducing Brokers > Clients sections. The data is downloaded in CSV format, and retains all filters and table structure of the original table.
List of all accounts or accounts belonging to a specific client can now be exported via the Export button that replaced Excel and CSV buttons. The data is downloaded in CSV format, and retains all filters and table structure of the original table. To explore the feature navigate to Introducing brokers > Platforms > Accounts or Introducing brokers > Clients > Account Tab.
Clicks statistics export
Clicks data in Introducing brokers > Program > Introducing brokers > Clicks Tab can now be exported via the Export button that replaced Excel and CSV buttons. The data is downloaded in CSV format, and retains all filters and table structure of the original table.
Cash clearance procedure in Processes now does not require entering Start and End dates.
Newly generated QR codes in the Promo section are now displayed in a smaller size.
September 28, 2021¶
Clients and trade Groups export
List of Introducing Broker’s clients and Platform > Groups can now be exported to a CSV file via the new Export button (that replaced Excel and CSV buttons). This feature is only available to users that have Export permissions. All entries in an exported data set are sorted in the same way they were in the original table.
Users can now see when a particular Program’s Tier or Level was created and updated.
Date-time in all sections is now displayed in a single format — Mon. DD, YYYY HH:MM:SS (for example, Jan. 21, 2021 11:28:06). Month abbreviations consist of the first three characters of the month’s name. Months with four-character names, such as June, are not abbreviated.
Paxios currency new alias is updated in currency details.
Fixed the Client ID filter error in Preferences > Security > Authorizations, Preferences > Security > Authentications.
September 14, 2021¶
Tiers and Levels Settings export
Tiers and Levels Settings of an IB Program can now be exported to a CSV file via the new Export button (that replaced Excel and CSV buttons). This feature is only available to users that have Export permissions. All entries in an exported data set are sorted in the same way they were in the original table. To explore the new feature, navigate to Introducing Brokers > Program > Types > See details > Tiers or Levels Tab.
Clicks Records export
Clicks Records export is now available to users with Export permissions via the new Export button. All entries in an exported data set are sorted in the same way they were in the original table. To explore the new feature, navigate to Promo > Analytics > Clicks.
Brokers can now cancel payments for selected trades, instead of cancelling payments for an entire trading session. To cancel payments for a selected trade, navigate to Introducing Brokers > Processes > Run process > Cancel payments. Trade IDs are not unique and platform dependent. To cancel a payment for a specific trade by its Trade ID, first select a Platform and then check the Trade ID option. Enter Trade ID and click Cancel.
August 31, 2021¶
Export Permission and Import Permission for Introducing brokers
New Export Permission and Import Permission groups are added to the System > Groups > Introducing brokers section of the Back Office.
Geolocation Update button
It is now possible to update your database to the latest version by clicking the Update button on the Database tab in the Preferences > Location > Geolocation section.
QR code generation
It is now possible to generate QR codes for a partner link. A new feature is available in the Program > Introducing brokers section on the Links tab of the partner’s detailed information.
Only the languages, that are enabled in the System > Localization section, are now being displayed if you click the localization button next to the Name and Description fields of the Preferences tab, in the Introducing brokers > Program > Types section.
You can now filter trading groups by several parameters at the same time. To do that: type in a list of groups separating them with space, comma or colon in the filter field.
Symbol settings import support is available for macOS and Windows.
August 03, 2021¶
B2Trader trade cancellation
B2Trader trades cancellation is added to the Back Office.
The list of trading instruments is now synchronized and displayed in the Symbols section of the Back Office.
It is now possible to set up payment plans for every B2Trader symbol in the Back Office.
July 20, 2021¶
New Description field
A new Description field is added to IB types. In this field you can mention additional information about the IB program.
QR codes colors and icons
Сolor and icon configurations for QR codes generation are added to the Back Office.
Link to Release notes
You can navigate to Release notes from the Updates section of the Back Office.
IB types, Partners and Clients are combined in one Program section in the Back Office to optimize the convenience of B2Core IB use.
To create a new IB type, you need to specify only the name, description of IB type, type of registration, approvement and currency for rewarding partners.
When registering in the type with disabled approvement option, the partner redirects immediately to the IB Room with no need to refresh the page.
The size of the distributive is 2 times smaller. It speeds up the installation and updating processes, minimizes the amount of space needed on the hard drive and optimizes the hosting costs.
The troubleshooting is faster and more accurate, and the problems can be solved in just a few seconds due to the improved diagnostics of the geolocation service.
July 6, 2021¶
Now, on the Payment Plans tab of any symbol, you can configure how much the broker will pay for trades with this symbol for all IB types or edit these values in one place. This is especially useful when new symbols appear on trading platforms: in the list of symbols, sort and filter by date to select recently added symbols, then set up payment plans for all types at once on one page.
Now, in the details of a partner, the number of levels for which the broker pays this partner is explicitly displayed. When changing the IB type, the number of levels automatically changes according to the IB type settings. To set up individual conditions for a partner, the broker can select Custom Levels and specify the number of Master Levels for which the partner will receive a reward.
The encrypted links configuration is moved from IB Type settings to Links to make setup more convenient. To enable or disable encryption for a link, you need to open the edit link and set the value to Enabled or Disabled.
It is now possible to see not only levels for which the broker pays partners, but also those for which the broker does not pay. Partners still can see only paid levels which are configured in the IB type or individually for a partner. The Show hidden levels option can be enabled in the IB type, it is disabled by default.
Fixed an issue with filtering by 0. Now you can easily filter entries by any value including 0, for example, find crypto currency 0x.
In the partners application, fixed a filter that incorrectly displayed the list of rewards for the specified time period — not including the end date. For the end date, the time was set to 00:00, which caused incorrect selection and made it impossible to view the rewards of one day. The end date is now set to 23:59.
June 22, 2021¶
Added currencies signs.
Special characters are now allowed in the Alias field for currency.
For payment plan, number of digits after the decimal separator now matches the currency settings (minor unit value). All non-significant zeros after the decimal separator are hidden for readability.
A new type of client request has been added to quickly filter requests related to Introducing brokers in the Trader’s Room Back Office.
Fixed sorting and filters by country, latitude, longitude and position lifetime.
June 8, 2021¶
B2Trader Platform Support
Another trading platform was added — B2Trader. Connection to the platform and commission payment plan can be configured in the B2Core Back Office.
Base and quote currencies were added to symbol details, trades details, and reward details.
Reward states naming was improved. The following states are now available:
Done — the reward was successfully credited to the partner’s account
Pending — the reward was calculated, but not yet credited to the partner’s account
Cancelled — the reward was cancelled and debited from the partner’s account
In trade details, fields naming and order were reworked and improved. The data is now split into two tabs — Trade data and Rewards.
In reward details, fields naming and order were reworked and improved. The data is now split into two blocks — reward data and trade data.
In symbol details, fields naming and order were reworked and improved. The data is now split into two tabs — Symbol and Payment plan.
All top-ranked cryptocurrencies with a market capitalization of over $1B added to the default configuration to make the setup process easier
May 26, 2021¶
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.
Now it is possible to import symbol settings (CSV) in IB Types. The Import button is available on the Symbols tab of IB Type details in the B2Core Back Office. Now you can export settings, change the formula and then import the settings file in the same or in a different IB Type.
Tier name was added.
Added MaxMind geolocation service diagnostics.
Added PostgreSQL reporting support for MT5.
Fixed displayed number of digits after decimal separator for JYP.
April 27, 2021¶
The Reports section has been added. At the moment, Acquisition report and Payment report are available with date range filters, grouping by hour, day, week, month, year. We also provide performance indicators with actual value, absolute and relative change compared to the previous period. Traffic analytics: group by country, geographic region, traffic source.
Create Client ID and Client Secret in BackOffice to access API from different apps.
Now it is possible to export symbol settings to CSV file. The Export button is available on the Symbols tab of IB Type details.
Open Exchange Rates Provider
A new rates provider was added — Open Exchange Rates.
Reworked and optimized the naming of entities related to Symbols.
Another update in rates providers: B2BinPay Rate Provider was removed.
Open positions on MetaTrader 4 added to trading session syncing.
Position ID added to trading session syncing.
Payment Level UX improved.
Added Diagnostic failure details.
March 16, 2021¶
A new Lot Size field is added for cent groups in the Platforms > Groups section.
A new IP intelligence and online fraud prevention tool - MaxMind is added to the Preferences > Location > Geolocation section.
New fields: Latitude, Longitude and Country are added to clicks statistics data in Promo > Analytics.
Country of Residence
A new Country of Residence field is added to IB’s and Client’s Personal data tabs.
A new Countries section is added to Preferences > Location, displaying a list of countries divided into the following fields: Name, Alpha-2 code, Alpha-3 code and Numeric code, which conforms to the ISO -3166 standard.
Added a list of Geographic regions in M49 Standard Country or Area Codes for Statistical Use (United Nations GeoScheme).
Geospatial Queries support
Added Geospatial Queries support within GeoJSON objects: points and polygons.
Clicks and registrations stats
Statistics on banner clicks and the following registrations are added to the Promo > Analytics section.
March 2, 2021¶
User-agent info for link clicks
In the Promo > Analytics > Clicks section, a new field User-Agent is added to display information about the software, such as browser and operating system, used by people who clicked on partners’ affiliate links.
Extended settings for Master levels
A new setting is added to Master partners that allows to override a number of Levels a Master partner will be paid for.
Connection and API troubleshooting
Added an API status and connection troubleshooting facilities.
HTTP Version preference
Added HTTP Protocol Version (1.0, 1.1, 2.0) preference to deal with Expect: 100-continue header.
February 16, 2021¶
Rewards data export
Brokers can now export information on all rewards paid within a particular program type or to a particular partner via the new Export button added to Program > Introducing Brokers/Type > Edit > Rewards tab.
Master partner settings
A new feature that allows brokers to individually set the Number of Levels and Master Level Ratio for Master partners is added to the Personal data tab of an IB.
Trading session sync by trading account number
A new Trading account number option is added and allows a broker to synchronize the trading session for the selected trading account from the admin panel.
New Banners, Themes, Languages and Sizes subsections are added to the Promo > Banners section, allowing the broker to create and manage the banners in an easier and more efficient way.
Access to API for selected IPs
Brokers can now allow or deny specific IPs access to the API in a new Security > Addresses section.
A new Security > Authorizations section is added that displays a list of all API authorizations (all apps that got an access token).
A new Security > Authentications section is added that displays a list of all API authentications (all apps that used an access token they’ve got and made an API call).
Prevented attacks log
A new Security > Attacks section is added that displays all prevented brute-force attacks.
System incidents log
A new Security > Incidents section is added that displays information on all security incidents registered in the systems such as: Invalid client ID, Invalid Client Secret or Invalid Access Token.
Blacklist and Whitelist settings for an API access
New blacklist and whitelist sections are added and allow admin users to manage which IPs get access to APIs.
Added X-AP-Version header to API responses.
Current release version information is added to Processes and Logs sections.
February 2, 2021¶
IB type change
A new option is added that allows brokers to change partner’s type.
A new option is added that allows brokers to cancel trade rewards.
Tier rolling period
A new Tier period field is added to the Program >Types > Edit > Preferences tab, allowing the broker to customize the duration of each Tier in rolling days.
Trading groups archiving
Brokers can now archive trading groups, accounts and symbols that were removed from trading platforms.
Rewards per transaction
A new Rewards tab, that contains a list of all rewards for a specific transaction, is added to transaction details in Payments > Transactions.
The process of setting up landing links for partners is simplified.
December 22, 2020¶
Encrypted tokens option is added to Promo > Landings > Links.
Tiers can now be calculated by the number of active clients referred by a partner.
Position settings in payment plan
A new Position field is added to the Platforms > Symbols > Edit > Payment Plan tab and indicates whether the payments will be made for a Closed or an Open position, or for both.
Bulk update of Trading groups
An option to bulk update the settings of the Trading groups is added to the system.
145 new filters
Data filtering across an entire Introducing Brokers section is made even better with around 145 of new filters.
December 8, 2020¶
Program’s rewards statistic
Report on all rewards payable in a particular program type is added to Program > Types > Edit > Reports Tab.
Partner’s rewards statistic
Report on all rewards payable to a particular partner is added to Introducing brokers > Edit > Reports Tab.
Export of partners and clients data
A data in the Introducing Brokers > Program > Introducing Brokers and Introducing Brokers > Program > Clients sections can now be exported via the newly added export function in CSV or Excel formats.
November 24, 2020¶
Payments and trades data export
Data in the Trades and Payments sections can now be exported in CSV or Excel formats.
A new Restricted registration type is added to Program > Types > Edit > Preferences and allows a selective acquisition of new partners for a particular IB program.
November 17, 2020¶
New payment systems
Three new rate providers are added to the system: B2BinPAY, CoinMarketCap and European Central Bank.
Custom Rate Provider
With the new Custom Rate Provider feature brokers can now create their own crypto currency exchange rates.
Support for multi language links
Multi language links support is now added to the user interface of the system.
Data sync and rewards payout
The processes of synchronizing data with trading platforms and making partner payouts can now be started directly from the admin panel.
The Logs section is added to the system and provides detailed information on all system events.
Network diagnostic functionality is added and allows to individually or in bulk test the connection of drivers in Platforms, Rates, and Geolocation sections.
Unix socket support
Added Unix socket support in Payment method connection settings.
AWS deployment support
Added support for deployment on AWS.
September 22, 2020¶
200 new API endpoints are added for easier back-end integration.
Brokers can now view full client details in the Partner > Referral section of the Trader’s Room.
Brokers can now view full partner rewards details in the Partner > Rewards section of the Trader’s Room.
A majorly improved Introducing Brokers section of the Back Office that now displays all data available in the IB program.
A Client Chain field is added to the сlient’s Personal Data tab and indicates which partner referred a particular client to the broker. The chain data is presented in the following format: Partner’s name -> Client’s name.