A white label CFD and forex trading platform under your own brand

A CFD book is harder to run than spot forex alone, because every instrument behaves differently. Gold, oil, an index, a share and a crypto pair each have their own contract size, precision, spread, leverage limit and overnight financing, and the platform has to apply all of them correctly to every open position, every second.

Here each instrument carries its own contract size, pip size, digits, spread and maximum leverage, and the margin on a position is worked out at the lower of the account's leverage and the instrument's limit. Positions held past the daily rollover are charged or credited an overnight swap set per instrument and per side, long or short.

Pricing is yours to shape. Spreads are set per account type and can be overridden for a single client or a single account, and leverage can be set per account type and for a single account. A cent account for small first deposits and a pro account with tighter spreads sit side by side.

Risk is watched live. Equity, used margin and free margin move with every price, a margin call warning fires as the margin level falls, and an automatic stop out closes the largest losing position first. You set your own margin call and stop out levels in the CRM: they start at 100% and 50%, and the stop out can sit anywhere from 10% to 100%. If a fast market leaves an account below zero, an admin writes the negative balance back to zero in one step, and the adjustment stays in the client's history.

The difference that matters is whose licence the business runs under and who owns the platform and the client data.

In the first, your brand sits on another firm's licence and platform, and that firm keeps the client contract, the pricing and the data. In the second, your company holds the licence, or works with a licensed partner it chooses, and runs its own brokerage on white label software, so the clients, the pricing and the data are yours.

This page is about the second. A white label brokerage on this platform gets its own branded terminal and mobile app, its own staff CRM and back office, its own domain and its own database, for one flat monthly fee. You set the instruments, spreads, leverage and account types, and you choose for each client whether trades are kept in-house or covered with your liquidity provider. Once you are happy with the demo, the branded platform is set up within a week.

Much of the work of running the brokerage then goes into keeping those copies in step. Building, assembling and white label are weighed side by side on our options page.

Pelris is one broker platform instead. The client trading terminal, the staff CRM and back office, deposits and withdrawals, identity checks and the introducing broker system share one database on your own deployment, so a deposit, a trade and a document are the same record for your client and for your team. It comes at one flat monthly price, with no setup fee and no share of your revenue.

It prices forex majors and crosses, gold and silver, oil, stock indices, crypto and US stocks, each with its own spread, contract size, pip size and digit precision.

That breadth makes it a white label CFD platform. Metals, oil, indices, crypto and stocks trade as contracts for difference alongside spot forex, on the same margin engine and under your spreads, so you can offer a full CFD book under your own brand from the first day.

Charting covers candle, line and area across nine timeframes with more than thirty indicators, drawing tools, multi chart layouts and a fullscreen mode. Order handling covers market, limit and stop, with take profit, stop loss, trailing stops and linked one cancels the other pairs. Behind it sits a margin engine with live equity, free margin, margin call warnings and an automatic stop out.

The same terminal installs to the home screen on iOS and Android in one tap, opens full screen like a native app and updates itself, so you get mobile coverage without shipping and maintaining a separate app.

AI is built into the terminal on every plan. A short market note sits beside the chart, an Ask box answers questions about the instrument, the news and the client's own account in their own language, and each client who trades gets an evening and a weekly review of what they did. The order ticket flags patterns such as re-entering straight after a loss, and a bot can be drafted from a sentence. Questions are capped per trader per day and spend is capped per month, so the cost stays flat as your book grows.

The staff side is a full CRM: a leads pipeline with sources, campaigns, assignment and a conversion funnel, client profiles that pull accounts, money, trades, documents, calls and notes into one screen, a call log per agent, a document review flow that gates withdrawals until identity is verified, and role based access for admin, manager, sales manager, retention and sales.

Money moves the way your desk wants it to. Deposits through the online checkout credit as soon as they are paid, deposits by bank wire and other methods wait for your team's approval, and withdrawals go through instantly or pass an approval queue, as you choose. Every sensitive staff action is written to an audit log with actor, target and timestamp.

A white label trading platform is software. It gives a licensed firm its terminal, CRM and back office, and it does not carry a licence of its own: we are a software company, not a broker. Your company needs the licence or registration that fits what it does and where its clients live, and the platform is configured to match.

If you are not licensed yet, start with the licensing step in our brokerage guide and the comparison of licence jurisdictions. The platform takes about a week, so it can be ready and branded while the application is still with the regulator, which also makes payment provider conversations easier: you can show them the product.

If your brokerage takes retail clients in the European Union or the United Kingdom, these rules apply on top of your licence. They come from ESMA's product intervention decision of 22 May 2018, which applied across the EU from 1 August 2018 and has since been carried into each member state's own rules, and from the FCA, which made the same kind of limits permanent in the UK from 1 August 2019. Professional clients and other countries are treated differently, so have your compliance adviser confirm what applies in each market you serve.

Four duties come with the leverage limits: close out a client's positions when their funds fall to half of the margin their open positions need, make sure no client can lose more than the money in their account, offer no bonuses or other incentives to trade, and show a standard risk warning with the percentage of your own retail accounts that lose money. On this platform the stop out level is yours to set in the CRM, and its default of 50% is that close out line.

Keep a client's trades in-house, against your own book at the prices and spreads you set, and you keep the spread and the result of each trade. Or cover them with your liquidity provider, and the exposure is offset with the provider instead. Choosing client by client is the hybrid model most brokerages run, and how brokers weigh keeping trades against covering them is set out in our founder's guide.

Bring your own liquidity provider, or we introduce you to one; the agreement is between you and the provider. Market data is part of the platform: institutional data is integrated out of the box, and licensed production real time data is a managed add on billed separately.

The useful comparison is the total at your size over a year, not the headline. Published prices across the market are collected on our cost page, and the table shows what each line costs here.

They come from the Six-Question Broker Software Test, which we publish so you can run it on every vendor on your shortlist, including us. Our guide to the best white label trading platform takes them to ten.

We stand up your isolated deployment with your domain, brand kit and database, then configure instruments, leverage, spreads and account types to match how you intend to trade.

The second step is your team. Leads are imported, roles are set up, your deposit details are configured and client document review is switched on. Your desk can be working inside the CRM within days.

The third step is your clients. The branded terminal opens on web and mobile, accounts are funded, and promotions and bonuses run from the CRM. The whole sequence usually takes one week, and the pacing is normally set by onboarding with your payment providers and bank.

Already running a brokerage on another platform? Switching to this one carries your leads, clients, balances and trade history across, so clients sign in to the new terminal with their accounts intact.