Pelris

Pelris

Pelris Technologies LLC
SalesPage

SalesPage

SalesPage Technologies
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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

Experience, technical strength, industry knowledge, and collaboration with a strong client community—these set SalesPage apart as the best partner for asset management distribution. For over 20 years, we’ve helped asset managers use data to drive their distribution strategies. Leveraging SalesPage’s distribution data platform, solutions, and services, our clients more effectively target their prospects and manage their business. We provide asset managers with industry-leading solutions and services, and our SalesPage client community is a true driver of our value proposition. We don’t believe that one size fits all. Our family of products provides solutions for asset managers with varying requirements. The SalesPage family of products shares the same vision, which is to help asset managers distribute more intelligently. What differentiates them is what they specialize in and how they can help you.

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 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

Audience

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

Audience

Asset managers looking for a CRM solution

Support

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online 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

No information available.
Free Version Not Supported
Free Trial Not 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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Pelris Technologies LLC
Founded: 2026
United States
pelris.com

Company Information

SalesPage Technologies
Founded: 1983
United States
www.salespage.com

Alternatives

FXCRM

FXCRM

IT CORNER LTD

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
FinBursa 360

FinBursa 360

FinBursa Technologies Ltd
Allvue

Allvue

Allvue Systems

Categories

Categories

CRM Supported
Financial CRM Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

No info available.

Integrations

No info available.
Claim Pelris and update features and information
Claim Pelris and update features and information
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