White-label CRM and trading platform

Everything a brokerage runs on.

A staff CRM and a client trading terminal, on your brand, your domain and your own database. Pelris is the software vendor. We never hold or manage client money.

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The Pelris mobile terminal: a live gold chart with buy and sell at the thumb
The stack

The full stack a broker needs to operate

Stop stitching a CRM, a terminal, reporting and a mobile app together from four vendors. Pelris ships all of it as one product.

Trading terminal

ForexMetalsIndicesCommoditiesCryptoStocks

Platform

  • Web and installable app on your domain
  • Charts with thirty-plus indicators
  • One-click trading from the chart

Accounts and orders

  • Standard, pro, cent and demo types
  • Market, pending, stop loss and take profit
  • Trailing stops and partial closes

Staff CRM

SalesRetentionKYCDeposits

Sales and retention

  • Lead and client queues per agent
  • Every call logged against the client
  • Full client timeline at a glance

Operations

  • KYC review and approval
  • Deposits and withdrawals
  • Reporting and partner tracking

AI for your desk

  • Briefings for the desk and per client
  • Ask questions of your live pipeline
  • Drafts written from the client's own history

Copy trading and automation

CopyMAMPAMMBots

Copy trading

  • Strategy marketplace with live auto trading
  • Follower mirroring at live prices
  • Clients can publish their own strategies

Managed money

  • MAM allocation across accounts
  • PAMM pooling with units and NAV
  • Fees crystallised without moving NAV

Bots and backtesting

  • Backtest a strategy on historical data first
  • Costed with the real spread and commission
  • Run the same strategy live as a bot

Execution and liquidity

Straight throughInternalHybrid

Where the order goes

  • Straight through to your liquidity provider
  • Or filled internally on your own book
  • Or split by rules you set per client group

Liquidity

  • Bring your own provider, or ask for an introduction
  • Two regulatory profiles, UK or offshore
  • You contract with the provider and we wire it in

Your brand, your data

Your domainYour databaseYour logo

White-label

  • Your logo, colours, font and domain
  • No reference to us anywhere in the product
  • Installable client app on your brand

Isolation

  • A separate deployment per broker
  • Your own database, not a shared tenant table
  • No cross-broker query path exists
In your clients' hands

The tools your traders get on day one

All of it ships with the platform, on your brand. Nothing on this list is an add-on and nothing is on a roadmap.

Charts and indicators

Thirty plus indicators across nine timeframes

Candle, line and area charts with drawing tools, multi-chart layouts and fullscreen, on desktop and on the phone.

Trade from the chart

One tap to buy or sell, straight off the price

A lot stepper, instant fill feedback and a one click mode, so a client never leaves the chart to place an order.

A real margin engine

Live equity, margin and free margin

Margin call warnings and an automatic stop out that closes the biggest loser first, exactly as your clients expect.

Copy trading

Follow a strategy, mirrored at live prices

A marketplace your clients browse and subscribe to, and they can publish their own strategies for others to follow.

MAM and PAMM

Managed money, in two shapes

Allocate one manager's trades across many accounts, or pool investors into units priced at each valuation.

Bots and backtesting

Test on history, then run it live

Backtests costed with the real spread and commission, so the result is comparable to what the bot then does live.

Economic calendar

High impact releases, inside the terminal

Filtered by impact and shown in the client's own timezone, so nobody is caught out by a print they did not see coming.

Installable app

On the home screen in one tap

The full terminal installs on iOS and Android, opens full screen on your brand, and updates itself with no store review.

How it works

From contract to live in three steps

We run the build. You supply the brand, the instruments you want to offer and the accounts your clients will open.

01

Brand and configure

We stand up your isolated deployment with your domain, logo, palette and database. Instruments, leverage, spreads and account types are configured to your book.

02

Onboard your team

Import leads, set up admin, manager, retention and sales roles, and connect your payment and KYC providers. Your desk is live on the CRM in days, not months.

03

Launch to clients

Open the branded trading terminal to your clients on web and mobile. Fund accounts, run promotions and bonuses, and grow. We handle the platform.

White-label

It is your brand, not ours with your logo bolted on

Every broker runs on an isolated deployment: your own logo, colours, font, domain and database. Your clients and staff never see the Pelris name. One codebase powers every brand, so every fix and feature reaches you automatically.

  • Your identity
    Logo, accent colour, typography and favicon applied end to end.
  • Your domain
    Runs on your URL for both the CRM and the client terminal.
  • Your database
    A dedicated Postgres instance with zero shared tenant data.
  • Your isolation
    Separate deployment per broker, so nothing leaks across books.
YBYour Brokerage
XAUUSD 4,129.72 1m5m15m1H4H1D
SELL 129.72BUY 129.97
−0.10 lots+
SL 4,118.62
TP 4,140.00
Buy Market
XAUUSD BUY 0.10 @ 4,118.62+$111.00Close
Balance $4,822.60Equity $4,933.60Margin $342.84Margin level 1439%

This is the terminal your clients get, in your colours and your name, with its real dark and light themes. Two things never follow the brand: BUY stays green and SELL stays red on every deployment, and a light accent flips its own text dark. The production brand engine makes the same decisions.

See the product

This is the real platform, not a mockup

Actual footage from a live deployment. Book a demo and we will walk you through every screen on your own brand.

The 40-second tour: live terminal, one tap trading and the back office

Want the full tour? Explore every feature or download the one-page brochure

Pricing

Simple plans that scale with your book

A flat monthly platform fee with no per-trade revenue share, no setup fee, and every feature on every plan.

New brokers launching their first branded desk

Starter

$1,500/month

The full core platform on your brand, ready to onboard clients.

1
deployment
1,000
clients
Email
support
  • Staff CRM: leads, clients, KYC, deposits and withdrawals
  • Client trading terminal for forex, metals, indices, crypto and stocks
  • Standard, pro, cent and demo account types
  • Installable home screen app
  • Isolated database and your own domain
Book a demo
Recommended
Scaling desks that want automation and a native app

Growth

$2,500/month

Automation, AI and a real mobile app on your brand.

10,000
clients
AI
briefings
24h
support
Everything in Starter, plus
  • AI desk briefings and per-client briefs
  • Copy trading, trading bots and strategy backtesting
  • Deposit bonuses and promotions engine
  • Native iOS and Android app on your brand
  • Up to 10,000 active clients
Book a demo
Multi-brand groups and regulated operators

Enterprise

Custom

Dedicated infrastructure, licensed data and white-glove onboarding.

Multi
brand
SLA
infrastructure
∞
clients
Everything in Growth, plus
  • Multiple brands from one contract
  • Managed, licensed market data feeds
  • Custom integrations for payments, KYC and IB
  • White-glove onboarding + a dedicated success manager
  • Uptime SLA and priority incident response
Talk to sales

Need the full breakdown? Compare all plans and features

FAQ

Answers before you ask

Still unsure? Send us your question and we will come back to you within one business day.

Is this really white label, or your brand with our logo?
Fully white label. Each broker runs on its own deployment with its own domain, database, logo, colours and font. Clients and staff never see our name. The product is entirely yours.
Do you provide the market data?
The platform integrates institutional market data out of the box. Production-grade, licensed real-time data is billed separately and available as a fully managed add-on so you do not have to negotiate feeds yourself.
How long does onboarding take?
A new broker goes from signed contract to a branded, funded live environment in one week, depending on your payment, KYC and data feed integrations.
Can our data stay isolated from other brokers?
Yes. Isolation is the default. Every broker gets a dedicated database and deployment. There is no shared tenant table and no cross-broker data path.
What instruments and account types are supported?
Forex, metals, indices, crypto, oil and stocks, with standard, pro, cent and demo account types, configurable leverage, spreads and contract sizes per instrument.
Is there a mobile app?
The terminal installs to the home screen on iOS and Android with one tap, opens full screen like a native app, and updates automatically. A store-distributed native app is available on the Growth plan and above.

Go deeper

White label trading platformForex CRMStart a forex brokerageStart a brokerage in MalaysiaStart a brokerage in DubaiOffshore jurisdictions comparedWhite label vs turnkeyForex CRM and IB moduleCost to start a brokerageStarting from IndiaStarting from PakistanStarting from BangladeshStarting from Sri LankaBest broker softwareSouth Asia broker softwarePlatform cost comparisonPelris vs alternatives

Ready to run your own brokerage?

See Pelris configured to your brand in a live demo. We'll walk your team through the CRM and the trading terminal end to end.

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White-label CRM and trading platform for brokers | Pelris