Pelris

Pelris

Pelris Technologies LLC
ProTracker Advantage

ProTracker Advantage

ProTracker Software
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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.

About

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.

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

Platforms Supported

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

Audience

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

Audience

Financial institutions and banks searching for a solution to manage their internal and customer operations

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$895/user/year/1,000 RMDs
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
Free Version 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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Pelris Technologies LLC
Founded: 2026
United States
pelris.com

Company Information

ProTracker Software
Founded: 1997
United States
www.protracker.com

Alternatives

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FXCRM

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ProTracker RMD

ProTracker Software, Inc.
SunVox

SunVox

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AIM

AIM

Altvia Solutions

Categories

Categories

Financial CRM Supported

Financial CRM Features

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

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Integrations

Black Diamond Wealth Platform Not Supported
ByAllAccounts Not Supported
Charles Schwab Not Supported
Envestnet | Tamarac Not Supported
Fidelity Not Supported
Microsoft Outlook Not Supported
MoneyGuide Not Supported
Morningstar Advisor Workstation Not Supported
ProTracker RMD Not Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Black Diamond Wealth Platform Supported
ByAllAccounts Supported
Charles Schwab Supported
Envestnet | Tamarac Supported
Fidelity Supported
Microsoft Outlook Supported
MoneyGuide Supported
Morningstar Advisor Workstation Supported
ProTracker RMD Supported
SunVox Supported
TD Ameritrade Supported
Claim Pelris and update features and information
Claim Pelris and update features and information
Claim ProTracker Advantage and update features and information
Claim ProTracker Advantage and update features and information