Set up your BP

After the initial BP setup is finished and you receive your URL and admin credentials, you can start configuring your platform.

Before you start, make sure to get acquainted with the BP key concepts.

1

Sign in

Sign in to the Admin panel using your admin credentials.

Remember that admin credentials provide you with full access to the BP. Make sure to keep your credentials safe and confidential.

2

Add Admin users

You can create profiles for other Admin users. Click here for step-by-step instructions. You can create as many users as required for your business needs.

Admin users are granted access rights based on the assigned roles: custom or predefined. Click here for step-by-step instructions on how to manage user roles.

3

Connect liquidity sources

Connect your BP to one or more liquidity sources.

Contact your account manager for a list of liquidity providers, supported instruments, and further instructions.

Before configuring the A-Book routing, you must have hedging wallets opened at LPs and deposited with enough funds. These funds will be used to execute orders placed from your BP platform.

For SPOT markets you can use SPOT or Perpetual futures accounts. For CFD markets only CFD accounts can be used.

4

Add assets

Configure assets that should be available on your BP for trading and balance operations.

For SPOT trading and balance operations, the assets must be created in your CRM system and synced with the BP Admin panel (if B2CORE is used as a CRM, the sync is automatic). For CFD trading, internal assets can be created. Click here for step-by-step instructions.

5

Configure markets

In the Admin panel, create and configure markets that should be available for trading on your BP. Click here for step-by-step instructions.

When configuring, take into consideration market settings on the LP side. In some scenarios, if market settings at LP differ from the BP, it may cause order rejections from the LP. This is relevant for the A-Book flow only.

Optionally, upload historical chart data for newly added markets. Click here for step-by-step instructions.

6

Create market groups (optional)

In the Admin panel, create market groups and include markets in them. Click here for step-by-step instructions.

7

Create account groups (optional)

In the Admin panel, create account groups and include accounts in them. Click here for step-by-step instructions.

8

Configure routing rules

The BP support the hierarchical structure of routing rules.

In the Admin panel, create and configure required routing rules. Click here for step-by-step instructions.

Optionally, edit the default commission rule.

Remember that the default routing rule is applied to all orders to which other configured rules aren't applicable.

9

Configure commissions

The BP supports the hierarchical structure of commissions.

In the Admin panel, create and configure:

1. Profiles. Click here for step-by-step instructions.

2. Commission rules. Click here for step-by-step instructions.

Optionally, edit the default commission rule.

Remember that the default commission rule is applied to all orders to which other configured rules aren't applicable.

10

Configure markups (optional)

Optionally, configure markups for ask and bid prices obtained form LPs. Click here for step-by-step instructions.

You can otherwise configure markups on the side of your liquidity provider, provided they offer this feature. Remember, if you configure markups both on the BP and with the liquidity provider, they will accumulate and both markups will be applied.

Remember that high markups can make your platform less attractive to traders.

11

Configure alerts (optional)

In the Admin panel, enable required system notifications. Refer to Alerts for more details.

12

Configure reports (optional)

In the Admin panel, configure and schedule reports required for your business purposes. Refer to Reports for more details.