FxCore CRM

FxCore CRM

FxCore CRM
Pelris

Pelris

Pelris Technologies LLC
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About

FxCore CRM is a purpose-built forex CRM designed specifically for forex brokers, CFD brokers, prop trading firms, and financial service providers. It streamlines the entire client lifecycle — from seamless onboarding and KYC/AML verification to IB and affiliate management, deposits and withdrawals, and end-to-end compliance workflows. With native MT4/MT5 integration, teams gain real-time visibility into trading accounts, balances, and client activity — all in one centralized platform. Role-based access controls ensure the right people see the right data, while customizable reporting and revenue tracking dashboards give management full insight into partner performance, IB commissions, and business growth. Built to reduce operational overhead and manual work, FxCore CRM helps brokerages stay compliant, scale their partner and affiliate networks, and deliver a smoother experience for both clients and internal teams.

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

Forex, Forex Broker, MT5, Finance

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 Supported
Online Supported

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

999
FxCore CRM pricing starts at $999/month and scales based on the number of users, integrations, and trading volume. Custom enterprise plans are available for larger brokerages and prop trading firms with advanced compliance, reporting, or white-label needs. Contact us for a tailored quote.
Free Version Supported
Free Trial Supported

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

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:

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Pros & Cons from Real Users

Pros

  • We use FxCore CRM every day to manage leads, customer information, and follow-up tasks. The interface is easy to understand, and the automation features help reduce manual work. The reporting tools and customer support have been helpful for our team.
  • MT5 integration was quick to set up. IB/partner tracking has cut down a lot of manual work — commissions and partner activity are all in one place instead of spreadsheets. KYC automation noticeably speeds up client onboarding, and the dashboard gives a clean overview of trading activity and client data. Support has been responsive whenever we needed help with setup or customization.

Cons

  • The software works well overall. I would like to see more report customization options and additional integrations with third-party tools. These improvements would make the platform even more flexible.
  • There's a small learning curve when first setting up all the modules and getting familiar with the dashboard. More detailed documentation or guided walkthroughs for advanced features would help new users ramp up faster.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

FxCore CRM
Founded: 2020
United Arab Emirates
fxcorecrm.com

Company Information

Pelris Technologies LLC
Founded: 2026
United States
pelris.com

Alternatives

Forex CRM

Forex CRM

DivulgeTech

Alternatives

FXCRM

FXCRM

IT CORNER LTD
FXCRM

FXCRM

IT CORNER LTD

Categories

Forex Trading Supported

Categories

Integrations

mT5 Supported

Integrations

mT5 Not Supported
Claim FxCore CRM and update features and information
Claim FxCore CRM and update features and information
Claim Pelris and update features and information
Claim Pelris and update features and information