Leverate Launches New CRM With AI Assistant for MetaTrader Brokers
Leverate has introduced a new customer relationship management (CRM) system with an artificial intelligence (AI) assistant specifically designed for CFD brokers, compatible with MetaTrader 4, MetaTrader 5, and Leverate's own platform.
The software's compatibility with MT4 and MT5 is particularly significant given these platforms' dominance in the CFD market. Together, they handled 84% of CFD trading volume in the fourth quarter of 2025, according to FM Intelligence data, with the remaining 16% distributed across alternatives including Sirix and Leverate's own platform.
Leverate emphasized that firms can adopt this new system without replacing their existing trading infrastructure. The company now treats the CRM as a dedicated product line specifically designed for high-volume operations in the financial services sector.
Platform Coverage
Platform compatibility serves as a key differentiator among broker CRMs. A recent comparison showed varying connections across vendors: FXBO offers three connections (MT4, MT5, cTrader), TradeCore lists five (adding DXtrade and Match-Trader), while Syntellicore supports seven platforms including VertexFX and TradeLocker.
Leverate's CRM matches FXBO with three platform connections, trailing Syntellicore's seven. FM Intelligence's platform comparison tool tracks web traffic to major trading platforms including MT4, MT5, and cTrader across different countries.
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AI Integration
The new CRM includes an AI assistant that enables staff to ask business questions directly within the software. It features a Model Context Protocol (MCP) connection designed to support analysis across linked systems, with MCP being an open standard for connecting AI tools to other software applications.
Leverate has been progressively integrating AI capabilities throughout 2026. In June, the company introduced a read-only chat assistant on its trading platform focused on market questions. By July, it had launched a back-office MCP server exposing CRM, broker portal, and trading platform data to AI assistants like Claude and ChatGPT.
In September, Leverate enabled brokers' clients to place orders through AI assistants, with such orders flagged in the CRM to help risk and compliance staff distinguish them from manual trades. At that time, MT4 and MT5 versions of this connector were still under development.
Workflow Automation
The system includes a workflow builder for automating onboarding processes, know-your-customer checks, deposit follow-ups, and retention steps, which Leverate claims brokers can implement within days. Live alerts on client activity and call prioritization features target sales and retention teams.
Additional tools help manage introducing brokers and affiliates, connect payment providers, and operate multiple brands from a single interface. A Copy Brand function allows brokers to replicate one brand's configuration across others, streamlining operations for firms with multiple offerings.
Leverate is also expanding its presence in Latin America, having identified Mexico as a key growth market in October. The company plans to host an invitation-only meeting for brokers and proprietary trading firms in Mexico City on Wednesday, the day before Trading Festival Mexico begins.
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