Leverate released a CFD brokerage CRM on 9 November 2026 for MT4, MT5 and its own white-label trading platform. The provider says firms can add the CRM to their existing trading setup. Staff can ask an assistant questions within the CRM and use MCP connections for analysis across linked systems.
The workflow builder covers lead handling, onboarding, KYC, deposit follow-up and retention. It offers alerts on client activity and tools for prioritising calls. Brokers can connect payment providers, manage introducing brokers and affiliates, and use Copy Brand to replicate settings across brands.
Finance Magnates noted earlier Leverate releases: a read-only trader assistant in June, back-office MCP in July and CRM flags for orders submitted through AI assistants in September. Its research put MT4 and MT5 at 84% of sampled CFD volume in the fourth quarter of 2025. This release treats the CRM as a dedicated product for broker operations.
Sources Finance Magnates
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