Leverate launched a new CRM for CFD brokers on November 9, combining an employee-facing AI assistant with support for MT4, MT5 and Leverate’s own white-label trading platform. Brokers can add CRM tools without replacing their existing trading infrastructure. Leverate is also positioning the CRM as a standalone product for high-volume operations.
MT4 and MT5 account for most CFD trading volume
Compatibility matters to brokers looking to update back-office systems without migrating their trading infrastructure. FM Intelligence data shows MT4 and MT5 together handled 84% of CFD trading volume in the fourth quarter of 2025. The remaining 16% was spread across other platforms, including Sirix and Leverate’s own offering. That share makes MetaTrader support a key connection for software providers seeking broker clients.
Leverate lists three compatible platforms for its CRM: MT4, MT5 and its own platform. In an earlier industry comparison, FXBO also listed three connections, including MT4, MT5 and cTrader. TradeCore listed five, including DXtrade and Match-Trader, while Syntellicore listed seven, including VertexFX and TradeLocker. Based on the providers’ published lists, Leverate matches FXBO and offers four fewer connections than Syntellicore. Platform count is only one consideration; brokers’ choices also depend on their existing trading systems and operating processes.
Leverate Chief Business Officer Shmulik (Sam) Kordova said brokers need to be able to choose trading technology that fits their business goals. The CRM connects to MetaTrader and Leverate’s own platform, allowing clients to retain their current setup rather than replace their trading technology to use the system.
AI assistant links back-office data with workflows
Leverate says employees can ask the AI assistant business-related questions from within the CRM. A connection through the Model Context Protocol (MCP) also lets the assistant interact with the system and help analyse relevant data. MCP is an open standard for connecting AI tools with other software.
Leverate has rolled out related features in stages since mid-year. In June, it added a read-only chat assistant to its trading platform for traders’ market questions. In July, it opened an MCP server for back-office systems, allowing assistants such as Claude and ChatGPT to access data from the CRM, broker portal and trading platform.
In September, Leverate also enabled broker clients to place orders through those assistants. The company said the orders would be flagged in the CRM so risk and compliance teams could distinguish them from manually placed trades. At the time, connections for MT4 and MT5 were still in development or pending launch. The new CRM explicitly supports both platforms, but Leverate has not clarified the subsequent status of the previously announced order-placement connections.
The CRM also includes a workflow builder for client onboarding, know-your-customer (KYC) checks, deposit follow-ups and retention. Leverate says brokers can configure automated workflows within days. Real-time client activity alerts are designed to help sales and retention teams prioritise follow-up. The system also supports management of introducing brokers and affiliate partners, payment-provider connections, and operations across multiple brands. Leverate says its Copy Brand feature can replicate one brand’s configuration for another.
Mexico is a target growth market
Alongside the product launch, Leverate is expanding its client outreach in Latin America. In October, the company named Mexico as a key growth market and planned an invitation-only networking event for brokers and proprietary trading firms in Mexico City, scheduled for the day before Trading Festival Mexico opens.
The new CRM brings platform connections, back-office automation and AI tools into one system. For brokers, the fit will depend on their existing platform links and workflows, as well as their requirements for access to operational data.