Behavia

Behavia

Scorto
Pelris

Pelris

Pelris Technologies LLC
+
+

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About

Customers demand more and more, so bank should discover customer needs and abilities faster than the competition and balance these needs with bank’s business objectives. Acquisition costs increase, so banks should generate more profit from existing customers. It allows improving business profitability with more efficient decisions. Customer relationships strategy design, implementation and management. Cross-sell, up-sell decision support based on customer behavior. No limit in terms of a number of users, or number decisions/workflows.

About

Pelris is white-label brokerage software that combines a client trading terminal with a staff CRM for forex and CFD brokerages. Brokers can configure the platform with their own name, domain, branding and dedicated database. Traders use browser and mobile interfaces to view multi-asset prices, charts and indicators, place market, limit and stop orders, and manage positions, balances and trading history. The terminal includes margin monitoring and risk controls. Staff tools support lead management, client records, call logging, KYC document review, deposit and withdrawal workflows, role-based access and audit history. The platform also offers introducing-broker management, copy trading, automated strategies and backtesting, with availability varying by plan. Pelris sells software to brokerages, while brokers manage their client relationships and funds. Licensed live market data may be charged separately.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Companies searching for a customer behavior analysis solution

Audience

New and mid-size forex and CFD brokerages that want their own branded trading platform and CRM from one vendor

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$1,250/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Scorto
Founded: 2001
United States
www.scorto.com

Company Information

Pelris Technologies LLC
Founded: 2026
United States
pelris.com

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.

Alternatives

FXCRM

FXCRM

IT CORNER LTD
VeriTouch

VeriTouch

VeriPark
360 View CRM

360 View CRM

inBusiness Services

Categories

Financial CRM Supported

Categories

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Integrations

No info available.

Integrations

No info available.
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Claim Behavia and update features and information
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