Switching from B2Core in 2026: compare scope before moving
A practical review of product scope, vendor quotes, source exports and migration acceptance checks for brokers considering a B2Core move.
Assess a B2Core move against your own requirements
A renewal is a useful time to check whether the software scope still matches your brokerage. Review the workflows your staff use, the modules you pay for and the integrations that support your clients. The decision to migrate should follow that evidence.
Collect the comparison pack
Bring the current proposal, module list, platform connections, PSP list and support terms. Include export formats for clients, wallet records and IB relationships. Document any custom workflow that is important to daily operations.
BrokerTech's demo can then follow an actual client journey: registration, KYC, a platform account, funding and support. A second walkthrough covers the IB hierarchy, commission rules and reporting.
Map the commercial scope
| Product | Published monthly price | Scope |
|---|---|---|
| Starter CRM | $3,000 | Up to 1,000 clients; core CRM, portal, KYC and reporting |
| Professional CRM | $5,000 | Up to 10,000 clients; copy trading, PAMM/MAM, journal, advanced analytics and 3 PSP integrations |
| Enterprise CRM | $7,500 | Unlimited clients; Professional capabilities and the full IB system |
| IB Basic / Advanced / Enterprise | $1,000 / $1,500 / $2,000 | Separate IB purchase or an add-on to a CRM plan without IB |
| Mobile CRM | $600 | Branded client account-management app |
Enterprise CRM includes the IB system, including its 6x6 matrix. Count it once when building your budget. Additional products, custom work, hosting and third-party charges are itemized in the proposal.
Use B2Core's current written proposal for its prices and terms. Compare recurring software, implementation, hosting and provider charges separately. A subscription figure alone does not represent the complete project cost.
Plan the move
The assessment is free. CRM data migration is flat-priced and capped at $4,000; IB data migration is capped at $3,000. Moving both receives one combined quote based on data complexity. Trading-platform, plugin and mobile work is assessed separately.
We map the source records, import into a separate environment, reconcile balances and partner totals, then test the connected workflows. Your team signs off the scope and change window. For a CRM-only move, trading can remain on the existing platform; the plan separately identifies any temporary restrictions on CRM access, wallet transfers or payments.
The schedule depends on source exports, custom workflows, provider approvals and your acceptance testing. A rehearsal import gives both teams a concrete basis for agreeing the final change window.
Decide after the walkthrough
The output should be a named BrokerTech plan, a list of connected products, an implementation scope and a set of acceptance checks. Review that package alongside the renewal proposal.