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Description
Aging infrastructure creates challenges and high costs for market accessibility. We embarked on our journey within the prime brokerage sector, an area that has seen little genuine innovation over the past several decades. Our technology-driven platform has transformed the traditional prime brokerage experience by enhancing client access, expediting processes, and elevating service standards. Our goal is to extend this transformation to all capital markets, catering to every kind of investor, including institutions, active traders, market-makers, and fintech applications. Our adaptable prime brokerage platform delivers superior clearing and custody solutions, accommodating firms of all sizes, varying return profiles, and diverse strategies. We empower you with pristine data, enabling quicker and more informed decision-making. Additionally, our unique securities lending and funding platforms have facilitated the creation of broad distribution networks that effectively address the liquidity demands of both clients and borrower counterparties. This commitment to innovation not only enhances our offerings but also sets a new standard in the market.
Description
Pelris is a customizable brokerage software solution that integrates a client trading terminal with staff customer relationship management tools, specifically designed for forex and CFD brokerages. This platform allows brokers to personalize it with their own brand name, domain, and database, ensuring a unique identity. Traders can access the system through both browser and mobile applications to monitor multi-asset pricing, analyze charts and indicators, execute various types of orders such as market, limit, and stop, and oversee their positions, account balances, and trading history. The terminal is equipped with features for margin monitoring and risk management. Additionally, the platform offers comprehensive tools for staff to handle lead management, maintain client records, log calls, conduct KYC document reviews, and streamline deposit and withdrawal processes, all while providing role-based access and maintaining an audit trail. Furthermore, Pelris supports introducing-broker management, allows for copy trading, and includes automated strategies along with backtesting capabilities, although the availability of these features may differ based on the subscription plan chosen. While Pelris provides the software to brokerages, it is the brokers who oversee the management of client relationships and fund handling. It is important to note that licensed live market data might incur additional charges. Overall, Pelris stands out in the marketplace by offering a robust and adaptable platform tailored to the needs of brokers and their clients.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1,250/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clear Street
Founded
2018
Country
United States
Website
clearstreet.io
Vendor Details
Company Name
Pelris Technologies LLC
Founded
2026
Country
United States
Website
pelris.com
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
