The full platform

Every feature, broken down by area

This is the complete catalogue of what Pelris ships today, in the client terminal and in the staff CRM. No roadmap promises. If it is on this page, it is running in production.

In your clients' hands

The tools your traders get on day one

All of it ships with the platform, on your brand. The full catalogue, area by area, is underneath.

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.

Client trading platform

The terminal your clients live in. Fast, live and professional on desktop and mobile.

Live multi asset pricing

Forex majors and crosses, gold and silver, oil, five stock indices, crypto and US stocks with per instrument spreads, digits and contract sizes.

Professional charting

Candle, line and area charts across nine timeframes with more than thirty indicators, drawing tools, multi-chart layouts and fullscreen.

One click trading

Buy and sell at the touch of a button on desktop and mobile, with a lot stepper and instant fill feedback.

Full order types

Market, limit and stop orders, take profit, stop loss and trailing stops, plus linked one-cancels-the-other pending pairs.

Real margin engine

Live equity, margin and free margin, margin call warnings and an automatic stop out that closes the biggest loser first.

Positions, orders and history

Open positions with live profit and loss, working orders, and a complete trade history with realised results.

Themes and timezones

Dark and light themes, timezone selection, and a terminal tuned to feel smooth on every device.

The trading terminal on desktop with a live gold chart, order panel and account bar
The client terminal: live charts, one click trading and a real margin engine
The economic calendar in the client terminal, listing upcoming releases by currency with forecast and previous values
Economic calendar, in the terminal

Accounts and money

Real money flows with the controls a regulated desk expects.

The client trade history screen with per trade tickets, realised profit and loss and a downloadable statement
Full trade history and downloadable statements

Account types

Standard, pro, cent and demo accounts with configurable leverage per account, and multiple trading accounts per client.

Client wallet

A central wallet per client with instant transfers between the wallet and trading accounts.

Deposits

Card and e-wallet deposits credit instantly. Bank wires and crypto are reviewed and approved by your team, never auto credited.

Withdrawals with approval

Every withdrawal passes through your approval queue with full audit history.

Bonuses and promotions

Deposit bonus campaigns with non withdrawable credit that is tracked separately and can be revoked.

Investor access

A read only investor password per account so clients can share performance without giving up control.

Copy trading and automation

A living strategy marketplace that trades by itself and grows its own track record.

Strategy directory

Fifty plus house strategies across gold, silver, oil, indices, currencies and crypto, each with its full trade history published.

Automated strategies

Strategies trade themselves on real signal engines such as moving average crossovers, RSI reversion, breakouts and MACD momentum.

Follower mirroring

Followers copy every master position at live prices, scaled to their allocation and risk multiplier, with safe execution and settlement.

Community publishing

Clients can publish their own strategy under a stage name, with their real trade history as the public record.

Trading bots

Clients can run their own automated bots per symbol and timeframe with configurable parameters.

Backtesting

A strategy backtester over historical data with date ranges, bar counts and performance statistics.

Staff CRM and sales desk

The operating system for your sales and retention teams.

Leads pipeline

Sources, campaign sub-sources, statuses, assignment, import and a conversion funnel. Website demo requests land here automatically.

Client profiles

The full client picture in one screen: accounts, money, trades, KYC, calls, notes and a complete activity timeline.

Call centre

Log every call with outcome and notes, see daily call activity per agent, and keep the follow up queue moving.

KYC review

Document submission and review flow with approval states that gate withdrawals until identity is verified.

Sales to retention handoff

Converted clients stay visible to the closing sales agent until KYC approval and first deposit, then move to retention automatically.

Roles and permissions

Admin, manager, retention and sales roles with per agent scoping, so every person sees exactly their own book.

Password vault and audit

Encrypted credential management with role based reveal and an activity log entry for every sensitive action.

Live presence

See which clients are online right now and which agents are active today.

Growth and partners

The acquisition engine around the platform.

IB program

Introducing broker accounts with referral links, client attribution and commission tracking, plus a partner portal in the terminal.

Website lead capture

Your marketing site feeds demo requests straight into the CRM pipeline with source attribution.

Campaign taxonomy

Free-text sub-sources let marketing label every campaign without developer changes.

Client chat

A support chat between clients and their account manager, built into the terminal with staff notifications in the CRM.

White label and infrastructure

One codebase, your brand, isolated everything.

The trading terminal on a phone with chart and one click buy and sell
The same terminal on mobile, installable to the home screen

Complete brand kit

Logo, accent colour, typography, favicon and app icons applied end to end across the terminal, CRM and emails.

Your domain and database

Each broker runs on its own domain with a dedicated Postgres database. No shared tenant tables, no cross-broker paths.

Installable apps

The terminal installs to the home screen with one tap on Android and guided install on iOS, opens full screen and updates itself.

Serverless scale

Deployed on modern serverless infrastructure that scales with your traffic and needs no server maintenance from you.

Audit trail

Every sensitive staff action is written to an activity log with actor, target and timestamp.

Want to see all of it on your brand?

A demo takes forty-five minutes and covers the terminal, the CRM and the dealing desk tools end to end.

Platform features | Pelris