Skip to content
Book a demoGet a free 14-day demo

Platform

One platform for both sides of your brokerage

Your clients trade on the terminal and your team runs the business from the CRM. Each part has its own page, and the full feature list is below.

Get a free 14-day demoBook a demo

Sample market data and a sample client. "Your Brand" stands for your own name and logo.

Book a demo

Six parts, one product

Each part has its own page with the whole story, and the pictures above show each one at work.

  • 311instruments
  • 6asset classes
  • 30+chart indicators
  • 9timeframes
  • 10terminal layouts
  • 50+copy strategies
See all 311 instruments

Every feature, by area

The complete list of what Pelris runs today, in the client terminal and in the staff CRM.

Sample data. "Your Brand" stands for your own name and logo.

Client trading platform

The terminal your clients trade in, on desktop and mobile.

  • Live multi asset pricing
  • Professional charting
  • One click trading
  • Full order types
  • Margin engine
  • Positions, orders and history
  • Themes and timezones

Every planOpen the trading terminal page

trade.yourbrand.comSample market data
Your Brand100009 $25,703.50
Your Brand web terminal on a rising gold chart with the order ticket, sample market data

Accounts and money

Money moves with the controls a regulated desk expects.

  • Account types
  • Client wallet
  • Deposits
  • Withdrawals, instant or approved
  • Bonuses and promotions
  • Investor access

Every planOpen the staff CRM page

trade.yourbrand.comSample data
Your Brand
Trading accounts in the trader app: a standard account with balance, equity, margin and leverage, sample data
Your BrandDepositsSample data
ClientAccountAmountStatus
Sample Client AJust now100009$2,500.00Awaiting approvalApprovedApprove
Sample Client B12 min ago100014$1,200.00Approved

Copy trading and automation

A strategy marketplace that trades on its own and builds a public track record.

  • Strategy directory
  • Automated strategies
  • Follower mirroring
  • Community publishing
  • Trading bots
  • Backtesting

Growth and upOpen the copy trading and bots page

Your BrandBotsSample backtest
Backtest on real spreadsXAUUSD breakout bot, 90 days
Trades64
Win rate52%
Max drawdown7.4%

AI for traders and staff

AI on both sides of the platform, reading your own data, with the spend capped so the bill stays flat.

  • Market note
  • Ask box
  • Evening and weekly reviews
  • Order ticket nudges
  • Signal notes
  • Describe a bot
  • Desk briefings and client briefs
  • Capped and metered

In the terminal on every planOpen the AI page

Market note, XAUUSD 15mThree lower highs since 15:00. Price is sitting on 4,010, below both moving averages.
Ask Knows your accountSample data

Question: How is my account doing today? Answer: Equity is $25,905.84 across three open positions. Your margin level is 3679%, so margin is not a concern right now.

Four new trades in twenty minutes after a loss. Pause before the next one?On the order ticket

Staff CRM and sales desk

The operating system for your sales and retention teams.

  • Leads pipeline
  • Client profiles
  • Call centre
  • KYC review
  • Sales to retention handoff
  • Roles and permissions
  • Password vault and audit
  • Live presence

Every planOpen the staff CRM page

Your BrandCRMSearch clients, leads and ticketsSample data

Sample Lead A

Lead statusFunded

Statuses you name yourself

  1. Lead from your website formAssigned to Sales
  2. Call loggedInterested, follow up booked
  3. KYC approvedID, proof of address and selfie checked
  4. First deposit approvedMoved to the retention desk

Growth and partners

Partner and lead tools around the platform.

  • IB program
  • Website lead capture
  • Campaign taxonomy
  • Client chat

Every planOpen the staff CRM page

trade.yourbrand.comSample data
Your Brand
IB earnings in the trader app: total earned, commission per lot for six asset classes, sample data
Earned this month$421.02Sample data
Level 1$2.00Level 2$1.00Level 3$0.50
  1. Sample Client D2.00 lots, Level 1+$4.00
  2. Sample Client C0.50 lot, Level 2+$0.50
  3. Sample Client B1.00 lot, Level 1+$2.00
yourbrand.com/r/1042

White label and infrastructure

One codebase, your brand, isolated per broker.

  • Complete brand kit
  • Your domain and database
  • Installable apps
  • Serverless scale
  • Audit trail

Every planOpen the white label page

One sample platform switching between made-up brands: the name, logo, colour, typeface and web address change on the terminal and the phone sign-in.

Sample brands, made up for this page.

Sample data. "Your Brand" stands for your own name and logo.

Need something not listed? Ask us in a demo. New features go into the release notes, with dates.

Book a demoRead the release notes

What each plan includes

Every plan includes the full CRM, the client trading terminal and AI in the terminal. Growth adds automation, copy trading, AI desk briefings and a native app. Enterprise adds several brands, managed data feeds and an SLA.

From $1,250 a month.

Your first month is free. No setup fee.

Compare plans

See the whole platform. Free for 14 days.

Get demo logins for the CRM and the trading terminal, or book a live walkthrough with our team.

Get a free 14-day demoBook a demo