Leverate, a Dubai-based fintech provider with over 19 years of brokerage technology experience, has announced the launch of an advanced CRM platform designed specifically for CFD brokers. The system integrates artificial intelligence, workflow automation, and multi-platform support across MT4, MT5, and Leverate's own white-label trading environment. The launch establishes the CRM as a dedicated Leverate product line, targeting growing and established brokers seeking to automate operations without replacing existing trading infrastructure. Investors and industry observers will be watching how the new offering strengthens Leverate's competitive position in the global fintech sector.

Key Points

  • Leverate (FinanceWire: FNEWS), a Dubai-headquartered brokerage technology provider
  • Leverate has launched an advanced CRM built for CFD brokers, featuring AI assistance, workflow automation, and multi-brand management tools
  • The CRM supports MT4, MT5, and Leverate's white-label platform; the company cited nearly two decades of brokerage technology expertise underpinning the product
  • Investors and clients should watch for adoption rates among broker clients worldwide and further product line expansion within Leverate's broader ecosystem

Leverate CRM Introduces In-Platform AI Assistant and MCP Connectivity for CFD Brokers

At the core of the new CRM is an in-platform AI assistant that allows brokerage teams to ask business questions directly within the system, with MCP connectivity designed to support more complex analysis across connected operational data. The announcement states that a flexible workflow builder enables brokers to automate key processes — including onboarding, KYC, deposit follow-ups, and client retention — within days of deployment. Live client activity alerts and intelligent call prioritisation are also included, enabling sales and retention teams to identify and respond to opportunities in real time without switching between disconnected systems.

Multi-Platform and Multi-Brand Support Allows Brokers to Centralise Operations Across MT4, MT5 and White-Label Infrastructure

The Leverate CRM is built to function across MT4, MT5, and Leverate's own white-label trading platform, meaning brokers are not required to replace their existing execution infrastructure to adopt it. The announcement highlights a Copy Brand feature that allows operators to replicate configurations across multiple brands, supporting expansion while maintaining operational consistency. Integrated tools for IB and affiliate management, payment provider connectivity, and customisable permissions further extend the platform's scope, positioning it as a single operational environment for client acquisition, partner relationships, and retention activities.

Leverate's Nearly Two-Decade Brokerage Technology Track Record Underpins New Dedicated CRM Product Line

The company described the CRM launch as a strategic step that establishes the product as a dedicated line within Leverate's broader ecosystem, which already spans trading platforms, liquidity solutions, and prediction markets. With broker clients worldwide and more than 19 years of industry experience cited in the announcement, Leverate is positioning this release at sophisticated, high-volume brokerage operations. Chief Commercial Officer Shmulik Kordova stated that the platform brings intelligence, automation, and trading technology flexibility together to give brokers greater control and a stronger foundation for growth, according to the company update.