Two products, one platform, entirely your brand
Pelris pairs a powerful staff CRM with a client-facing trading terminal — plus the AI, automation and mobile apps that let a modern desk run lean. Here's what you get on day one.
Run the desk from one workspace
Everything your operations, retention and sales teams touch — unified, permissioned and auditable.
Leads & clients
Full pipeline with assignable retention and sales queues, statuses and a complete per-client timeline.
Call logging
Log every call with outcome and notes, right from the client record, so nothing falls through the cracks.
KYC & compliance
Collect and review documents, track verification status and gate account actions on approval.
Deposits & withdrawals
Card, e-wallet, bank wire and crypto flows with idempotent settlement and manual admin credits.
A terminal your clients actually want to trade on
Real-time pricing, serious charting and correct instrument mechanics — modelled on how leading retail brokers really operate.
Live multi-asset prices
Forex, metals, indices, crypto and stocks streamed from resilient market-data sources.
Pro charting
Candlestick charts with 30+ indicators, correct per-instrument digits, pip size and contract specs.
Account types
Cent, standard and pro accounts with configurable leverage, spreads and margin per instrument.
Funding & bonuses
In-terminal deposits, withdrawals and a promotional deposit-bonus engine.
The tools that set a modern broker apart
AI client briefs
Grounded, one-click summaries of a client's history, risk and next best action for your agents.
Trading bots
Automated strategy execution clients can configure and run on their accounts.
Copy-trading
Let clients mirror lead accounts, with allocation controls and live performance.
Strategy backtesting
Validate an approach against historical data before risking live capital.
Promotions engine
Configure deposit bonuses and campaigns with rules that settle automatically.
Mobile & PWA
Installs to the home screen and wraps as a native iOS / Android app under your brand.
Logo, colours, font and favicon across the CRM and terminal.
Dedicated database and deployment per broker — no shared data.
PWA plus native mobile, published under your own name.