Leverate launches software that automates trading firms' client work

Leverate, a company that sells technology to online trading firms, has launched a new CRM. That is software brokers use to track their clients and manage their work. The company announced it on November 9, 2026, in a press release. It says the tool turns routine tasks into automated action.

What it does

The CRM works with MT4 and MT5, two widely used trading platforms, and with Leverate's own white-label platform. Brokers do not have to replace their trading setup. An AI assistant built into the CRM lets staff ask business questions. A workflow builder is meant to automate onboarding, identity checks (known as KYC), deposit follow-ups and efforts to keep clients. Leverate says this can be set up in days.

It also offers live alerts about client activity and a system that ranks which clients sales teams should call first. Brokers can tailor workflows for individual traders or groups of traders. One system can cover several platforms and brands.

Who it is for

Leverate aims the product at CFD brokers, both growing and established, and at high-volume operations. CFDs are a way to trade price moves without owning the underlying asset. The company says it draws on nearly two decades of experience in brokerage technology.

What is not known yet

The release gives no price and no rollout schedule. It does not name any broker using the tool. It also does not explain how the AI assistant handles client data. For traders, the practical point is that signup, ID checks and sales calls at some brokers may be driven more by automation.